ADAMH vs. CPIEX

Last updated Jun 24, 2026

ADAMH (Adamas Trust, Inc.) is a stock, while CPIEX (Counterpoint Tactical Equity Fund) is Long-Short fund managed by Counterpoint Mutual Funds. At a 0.13 correlation, their price movements are largely independent.

Performance

ADAMH vs. CPIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Adamas Trust, Inc. (ADAMH) and Counterpoint Tactical Equity Fund (CPIEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ADAMH achieves a 3.51% return, which is significantly lower than CPIEX's 12.41% return.

ADAMH

• 1D: 0.19%
• 1M: 1.65%
• YTD: 3.51%
• 6M: 4.44%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CPIEX

• 1D: 0.31%
• 1M: 3.31%
• YTD: 12.41%
• 6M: 11.68%
• 1Y: 19.87%
• 3Y*: 21.65%
• 5Y*: 24.40%
• 10Y*: 9.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ADAMH vs. CPIEX - Yearly Performance Comparison

	2026 (YTD)	2025
ADAMH Adamas Trust, Inc.	3.51%	6.09%
CPIEX Counterpoint Tactical Equity Fund	12.41%	4.66%

Correlation

The correlation between ADAMH and CPIEX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 3, 2025	0.13

Return for Risk

ADAMH vs. CPIEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADAMH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CPIEX

CPIEX Risk / Return Rank: 48
CPIEX Sharpe Ratio Rank: 43
CPIEX Sortino Ratio Rank: 39
CPIEX Omega Ratio Rank: 40
CPIEX Calmar Ratio Rank: 66
CPIEX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADAMH vs. CPIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adamas Trust, Inc. (ADAMH) and Counterpoint Tactical Equity Fund (CPIEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ADAMH	CPIEX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.77	—
Sortino ratio: Return per unit of downside risk	—	2.41	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.98	—
Martin ratio: Return relative to average drawdown	—	10.18	—

Drawdowns

ADAMH vs. CPIEX - Drawdown Comparison

The maximum ADAMH drawdown since its inception was -1.81%, smaller than the maximum CPIEX drawdown of -48.20%. Use the drawdown chart below to compare losses from any high point for ADAMH and CPIEX.

Drawdown Indicators

	ADAMH	CPIEX	Difference
Max Drawdown Largest peak-to-trough decline	-1.81%	-48.20%	+46.39%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.14%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-7.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-9.76%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.20%	—
Current Drawdown Current decline from peak	-0.06%	-0.65%	+0.59%
Average Drawdown Average peak-to-trough decline	-0.44%	-9.83%	+9.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.09%	—

Volatility

Volatility by Period

	ADAMH	CPIEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.15%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.82%	12.06%	-7.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.82%	12.63%	-7.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.82%	12.79%	-7.97%

Dividends

ADAMH vs. CPIEX - Dividend Comparison

ADAMH's dividend yield for the trailing twelve months is around 9.49%, more than CPIEX's 4.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ADAMH Adamas Trust, Inc.	9.49%	4.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CPIEX Counterpoint Tactical Equity Fund	4.95%	5.56%	2.16%	2.44%	3.05%	0.00%	0.00%	0.00%	3.40%	5.93%

Frequently Asked Questions

Can I hold both ADAMH and CPIEX in my portfolio?

ADAMH and CPIEX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.