Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPQCX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS C SHARES) | NA | -29.01% | -11.18% | 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 |
|---|---|---|
| CPQCX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS C 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 | -29.01 | -11.18 | NA | NA | NA | NA | … | … | -4.29 | -24.74 | 2.48 | -4.63 | 1.91 |
| Sharpe Ratio | NA | -1.35 | -0.84 | NA | NA | NA | NA | … | … | -4.32 | -1.15 | 0.13 | -0.58 | 1.34 |
| Standard Deviation(%) | NA | 21.55 | 14.49 | NA | NA | NA | NA | … | … | 7.35 | 21.62 | 8.49 | 10.27 | 6.03 |
| Draw Down(%) | NA | 29.10 | 31.72 | NA | NA | NA | NA | … | … | 4.75 | 27.41 | 9.80 | 12.14 | 2.72 |
| Yield(%) | 0.00 | 2.97 | 1.76 | 1.26 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 3.00 | 0.00 | 2.42 | 0.93 |
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 |
|---|---|---|---|---|
| CPQCX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS C SHARES) |
-12.24%
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 |
|---|---|---|---|---|
| CPQCX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS C SHARES) |
-9.35%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart