Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPQAX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS A SHARES) | NA | -28.50% | -11.61% | NA | NA | NA | NA | … | … |
Data as of 02/12/2021, Common starting date is 10/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPQAX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS A SHARES) | 10/10/2017 | 02/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.50 | -11.61 | NA | NA | NA | NA | … | … | -4.13 | -24.21 | 1.00 | -5.45 | 2.06 |
| Sharpe Ratio | NA | -1.33 | -0.87 | NA | NA | NA | NA | … | … | -4.05 | -1.13 | -0.05 | -0.66 | 1.45 |
| Standard Deviation(%) | NA | 21.54 | 14.50 | NA | NA | NA | NA | … | … | 7.59 | 21.60 | 8.48 | 10.33 | 6.07 |
| Draw Down(%) | NA | 28.60 | 32.74 | NA | NA | NA | NA | … | … | 4.58 | 27.17 | 10.13 | 12.83 | 2.72 |
| Yield(%) | 0.00 | 2.61 | 1.50 | 1.09 | 0.55 | 0.36 | 0.27 | … | … | 0.00 | 2.64 | 0.00 | 2.05 | 0.87 |
Data as of 02/12/2021, Common starting date is 10/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPQAX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS A SHARES) |
-12.66%
Jan 2018 – Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPQAX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS A SHARES) |
-9.90%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart