Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) | -2.00% | -2.35% | 2.10% | 2.07% | NA | NA | NA | 3.11% |
Data as of 07/29/2025, AR inception is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) | 06/12/2018 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.35 | 2.10 | 2.07 | NA | NA | NA | 3.11 | -2.00 | 3.65 | 6.49 | -3.18 | 2.62 | 6.50 | 7.88 | 0.38 |
| Sharpe Ratio | NA | -1.50 | -0.37 | 0.00 | NA | NA | NA | 0.47 | -2.36 | 0.01 | 0.74 | -3.51 | 1.63 | 2.62 | 3.78 | -0.82 |
| Standard Deviation(%) | NA | 3.57 | 3.46 | 2.83 | NA | NA | NA | 2.60 | 2.87 | 3.87 | 3.86 | 1.32 | 1.60 | 2.37 | 1.70 | 1.04 |
| Draw Down(%) | NA | 4.66 | 4.66 | 4.89 | NA | NA | NA | 4.89 | 3.08 | 2.71 | 4.26 | 3.18 | 2.07 | 3.10 | 1.42 | 1.43 |
| Yield(%) | 0.00 | 2.66 | 2.57 | 2.72 | 1.89 | 1.26 | 0.95 | 2.70 | 1.10 | 3.07 | 3.25 | 0.28 | 4.09 | 2.22 | 3.08 | 0.98 |
Data as of 07/29/2025, AR inception is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) |
1.05%
Sep 2020 - Sep 2023 |
2.53%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) |
6.04%
Jul 2018 - Jul 2021 |
3.98%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart