Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPQIX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS I SHARES) | NA | -28.11% | -11.31% | 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 |
|---|---|---|
| CPQIX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS I 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 | -28.11 | -11.31 | NA | NA | NA | NA | … | … | -3.85 | -24.02 | 1.28 | -5.22 | 2.11 |
| Sharpe Ratio | NA | -1.31 | -0.85 | NA | NA | NA | NA | … | … | -3.85 | -1.12 | -0.01 | -0.64 | 1.46 |
| Standard Deviation(%) | NA | 21.56 | 14.48 | NA | NA | NA | NA | … | … | 7.52 | 21.61 | 8.47 | 10.27 | 6.17 |
| Draw Down(%) | NA | 28.35 | 32.20 | NA | NA | NA | NA | … | … | 4.51 | 26.99 | 10.06 | 12.67 | 2.72 |
| Yield(%) | 0.00 | 3.25 | 1.83 | 1.30 | 0.65 | 0.43 | 0.33 | … | … | 0.00 | 3.29 | 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 |
|---|---|---|---|---|
| CPQIX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS I SHARES) |
-12.37%
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 |
|---|---|---|---|---|
| CPQIX (COUNTERPOINT LONG-SHORT EQUITY FUND COUNTERPOINT LONG-SHORT EQUITY FUND CLASS I SHARES) |
-9.66%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart