Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPCTX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS C SHARES) | -1.16% | 2.81% | 4.68% | 2.56% | 3.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPCTX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS C SHARES) | 12/08/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.81 | 4.68 | 2.56 | 3.64 | NA | NA | … | … | -1.16 | 3.59 | 5.67 | 8.70 | -3.30 | 1.54 | 7.38 | 8.81 | -3.80 | 3.86 | 14.76 | 0.01 | 0.00 |
| Sharpe Ratio | NA | 0.25 | 0.66 | 0.05 | 0.71 | NA | NA | … | … | -1.88 | 0.23 | 1.03 | 1.73 | -1.73 | 0.63 | 1.69 | 3.05 | -2.09 | 1.48 | 3.43 | -0.01 | -0.03 |
| Standard Deviation(%) | NA | 2.54 | 2.58 | 2.67 | 2.92 | NA | NA | … | … | 2.71 | 3.08 | 1.99 | 2.93 | 2.73 | 2.39 | 4.19 | 2.41 | 2.49 | 2.18 | 4.25 | 2.54 | 0.58 |
| Draw Down(%) | NA | 2.18 | 3.84 | 5.43 | 5.43 | NA | NA | … | … | 2.18 | 3.84 | 1.07 | 2.83 | 3.78 | 2.49 | 2.41 | 1.20 | 5.10 | 2.06 | 3.22 | 2.58 | 0.10 |
| Yield(%) | 0.00 | 3.63 | 4.47 | 3.55 | 3.43 | 2.53 | 1.90 | … | … | 0.90 | 4.20 | 5.02 | 5.04 | 1.71 | 2.83 | 1.52 | 2.99 | 2.56 | 2.93 | 4.07 | 1.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCTX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS C SHARES) |
1.08%
May 2017 – May 2020 |
1.80%
Oct 2017 – Oct 2022 |
3.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCTX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS C SHARES) |
6.10%
Jan 2015 – Jan 2018 |
6.02%
Dec 2015 – Dec 2020 |
4.58%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart