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Counterpoint Tactical Equity A (CPAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
21.65-0.18 (-0.82%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return35.84%
5-Year Average Return12.59%
Number of Years Up4
Number of Years Down4
Best 1 Yr Total Return (Oct 17, 2024)53.71%
Worst 1 Yr Total Return (Oct 17, 2024)N/A
Best 3-Yr Total Return53.71%
Worst 3-Yr Total Return-14.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCPAEXCategory
YTD31.11%9.18%
1-Month2.28%-0.20%
3-Month3.74%3.85%
1-Year34.25%22.90%
3-Year26.09%7.45%
5-Year12.01%7.00%
10-Year0.00%4.81%
Last Bull Market20.71%11.80%
Last Bear Market6.13%-12.04%

Annual Total Return (%) History

Year
CPAEXCategory
2024
N/AN/A
2023
5.89%N/A
2022
11.81%N/A
2021
53.71%N/A
2020
-29.36%7.89%
2019
-7.90%11.90%
2018
-3.46%-6.29%
2017
13.90%11.18%
2016
-3.59%2.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.05%8.90%3.74%N/A
2023-3.35%5.67%1.26%2.39%
20224.89%6.13%-1.07%1.53%
2021-3.97%11.30%11.36%29.15%
2020-12.75%-11.39%0.98%-9.52%
2019-6.08%0.15%-6.39%4.60%
20180.39%-0.91%4.39%-7.04%
20175.82%-1.33%5.91%2.99%
2016-9.07%-0.07%7.00%-0.84%

Rank In Category (By Total Return)

YTD1
1-Month10
3-Month49
1-Year5
3-Year1
5-Year11

Load Adjusted Returns

1-Year26.53%
3-Year23.63%
5-Year10.69%
10-YearN/A