Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMNIX (Counterpoint Tactical Municipal Fund) | 1.30% | 5.38% | 3.92% | 2.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMNIX (Counterpoint Tactical Municipal Fund) | 06/12/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 5.38 | 3.92 | 2.14 | NA | NA | NA | … | … | 1.30 | 2.19 | 3.93 | 6.74 | -2.92 | 2.87 | 6.74 | 8.16 | 0.49 |
| Sharpe Ratio | NA | 0.79 | 0.17 | -0.14 | NA | NA | NA | … | … | -0.16 | -0.25 | 0.08 | 0.80 | -3.20 | 1.83 | 2.75 | 3.90 | -0.62 |
| Standard Deviation(%) | NA | 2.55 | 3.26 | 2.96 | NA | NA | NA | … | … | 3.00 | 2.78 | 3.84 | 3.89 | 1.37 | 1.56 | 2.35 | 1.71 | 1.06 |
| Draw Down(%) | NA | 2.25 | 4.76 | 4.76 | NA | NA | NA | … | … | 2.25 | 3.26 | 2.67 | 4.24 | 3.02 | 2.05 | 3.09 | 1.42 | 1.38 |
| Yield(%) | 0.00 | 2.96 | 3.15 | 2.81 | 2.36 | 1.57 | 1.18 | … | … | 1.10 | 2.97 | 3.34 | 3.49 | 0.36 | 4.33 | 2.46 | 3.34 | 1.09 |
Data as of 06/04/2026, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNIX (Counterpoint Tactical Municipal Fund) |
1.34%
Sep 2020 – Sep 2023 |
2.13%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNIX (Counterpoint Tactical Municipal Fund) |
6.30%
Jul 2018 – Jul 2021 |
4.24%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart