Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPCEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS C SHARES) | NA | 13.66% | 0.18% | 1.45% | NA | NA | NA | … | … |
Data as of 01/21/2011, Common starting date is 02/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPCEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS C SHARES) | 02/04/2004 | 01/21/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.66 | 0.18 | 1.45 | NA | NA | NA | … | … | 0.00 | 12.65 | 33.95 | -40.95 | 5.83 | 16.78 | 8.41 | 9.58 |
| Sharpe Ratio | NA | 0.76 | -0.02 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.69 | 1.16 | -1.01 | 0.17 | 1.25 | 0.72 | 0.94 |
| Standard Deviation(%) | NA | 17.89 | 31.24 | 26.05 | NA | NA | NA | … | … | NA | 18.15 | 29.14 | 41.36 | 16.36 | 10.81 | 8.73 | 10.28 |
| Draw Down(%) | NA | 14.13 | 54.89 | 58.69 | NA | NA | NA | … | … | 0.00 | 14.13 | 27.42 | 52.88 | 10.54 | 11.51 | 6.14 | 9.29 |
| Yield(%) | 0.00 | 0.49 | 1.14 | 2.76 | 1.82 | 1.21 | 0.91 | … | … | 0.00 | 0.48 | 0.32 | 2.52 | 5.26 | 4.78 | 1.18 | 0.30 |
Data as of 01/21/2011, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS C SHARES) |
-17.01%
Feb 2006 – Feb 2009 |
-5.19%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPCEX (COUNTERPOINT TACTICAL EQUITY FUND COUNTERPOINT TACTICAL EQUITY FUND CLASS C SHARES) |
15.91%
Oct 2004 – Oct 2007 |
2.99%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart