Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPITX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS I SHARES) | -0.21% | 4.38% | 5.94% | 3.68% | 4.73% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPITX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS I SHARES) | 12/08/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 4.38 | 5.94 | 3.68 | 4.73 | NA | NA | … | … | -0.21 | 4.59 | 6.76 | 9.82 | -2.39 | 2.54 | 8.48 | 9.85 | -2.80 | 4.93 | 15.89 | 0.76 | 0.00 |
| Sharpe Ratio | NA | 0.78 | 1.11 | 0.46 | 1.07 | NA | NA | … | … | -1.29 | 0.56 | 1.56 | 2.15 | -1.40 | 1.06 | 1.96 | 3.43 | -1.67 | 1.97 | 3.70 | 0.30 | 0.00 |
| Standard Deviation(%) | NA | 2.53 | 2.58 | 2.66 | 2.92 | NA | NA | … | … | 2.73 | 3.08 | 2.01 | 2.89 | 2.73 | 2.37 | 4.19 | 2.44 | 2.52 | 2.17 | 4.24 | 2.44 | NA |
| Draw Down(%) | NA | 1.99 | 3.72 | 4.57 | 4.57 | NA | NA | … | … | 1.99 | 3.72 | 0.97 | 2.66 | 3.17 | 2.23 | 2.35 | 1.12 | 4.28 | 2.05 | 3.13 | 2.04 | 0.00 |
| Yield(%) | 0.00 | 4.84 | 5.54 | 4.50 | 4.47 | 3.34 | 2.50 | … | … | 1.53 | 5.15 | 5.97 | 6.00 | 2.51 | 3.90 | 2.39 | 3.89 | 3.30 | 4.61 | 5.10 | 1.38 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CPITX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS I SHARES) |
2.07%
May 2017 – May 2020 |
2.81%
Oct 2017 – Oct 2022 |
4.77%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPITX (COUNTERPOINT TACTICAL INCOME FUND COUNTERPOINT TACTICAL INCOME FUND CLASS I SHARES) |
7.10%
Jan 2015 – Jan 2018 |
7.09%
Dec 2015 – Dec 2020 |
5.63%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart