Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPIEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS I SHARES) | 8.81% | 14.77% | 21.47% | 23.10% | 8.68% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPIEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS I SHARES) | 12/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 14.77 | 21.47 | 23.10 | 8.68 | NA | NA | … | … | 8.81 | 5.34 | 37.75 | 6.18 | 12.16 | 54.08 | -29.20 | -7.69 | -3.19 | 14.14 | -3.38 | -1.40 |
| Sharpe Ratio | NA | 1.37 | 1.72 | 1.64 | 0.58 | NA | NA | … | … | 2.57 | 0.20 | 2.84 | 0.28 | 0.70 | 3.23 | -1.67 | -1.01 | -0.38 | 1.87 | -0.29 | -1.85 |
| Standard Deviation(%) | NA | 11.49 | 11.08 | 12.61 | 12.73 | NA | NA | … | … | 10.41 | 12.84 | 12.00 | 9.14 | 15.40 | 16.74 | 17.55 | 9.07 | 12.23 | 7.25 | 12.38 | 8.49 |
| Draw Down(%) | NA | 7.14 | 7.30 | 9.76 | 48.21 | NA | NA | … | … | 5.06 | 8.66 | 7.30 | 6.20 | 9.56 | 13.46 | 33.70 | 14.97 | 12.42 | 3.44 | 11.97 | 2.87 |
| Yield(%) | 0.00 | 5.55 | 4.65 | 5.23 | 2.98 | 1.80 | 1.35 | … | … | 0.00 | 5.81 | 2.92 | 2.55 | 3.33 | 0.00 | 0.00 | 0.00 | 3.17 | 6.36 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPIEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS I SHARES) |
-18.78%
Feb 2018 – Feb 2021 |
-8.31%
Feb 2016 – Feb 2021 |
7.73%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPIEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS I SHARES) |
33.24%
Feb 2021 – Feb 2024 |
26.72%
Feb 2021 – Feb 2026 |
8.99%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart