ADAMH vs. CPIEX

Last updated Apr 1, 2026

Compare and contrast key facts about Adamas Trust, Inc. (ADAMH) and Counterpoint Tactical Equity Fund (CPIEX).

CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015.

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.

ADAMH vs. CPIEX - Yearly Performance Comparison

	2026 (YTD)	2025
ADAMH Adamas Trust, Inc.	-1.57%	6.34%
CPIEX Counterpoint Tactical Equity Fund	-1.52%	3.99%

Returns By Period

The year-to-date returns for both investments are quite close, with ADAMH having a -1.57% return and CPIEX slightly higher at -1.52%.

ADAMH

• 1D: -0.20%
• 1M: -1.19%
• YTD: -1.57%
• 6M: 3.25%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CPIEX

• 1D: -0.61%
• 1M: -3.81%
• YTD: -1.52%
• 6M: -1.62%
• 1Y: 3.83%
• 3Y*: 17.99%
• 5Y*: 23.35%
• 10Y*: 7.66%

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

Return for Risk

ADAMH vs. CPIEX — Risk / Return Rank

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

CPIEX

CPIEX Risk / Return Rank: 18
CPIEX Sharpe Ratio Rank: 16
CPIEX Sortino Ratio Rank: 15
CPIEX Omega Ratio Rank: 13
CPIEX Calmar Ratio Rank: 24
CPIEX Martin Ratio Rank: 21

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.

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

Sharpe Ratios by Period

	ADAMH	CPIEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.41	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.83	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.60	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.75	0.53	+1.22

Correlation

The correlation between ADAMH and CPIEX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ADAMH vs. CPIEX - Dividend Comparison

ADAMH's dividend yield for the trailing twelve months is around 7.26%, more than CPIEX's 5.65% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ADAMH Adamas Trust, Inc.	7.26%	4.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CPIEX Counterpoint Tactical Equity Fund	5.65%	5.56%	2.16%	2.44%	3.05%	0.00%	0.00%	0.00%	3.40%	5.93%

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 (5Y) Largest decline over 5 years	—	-9.76%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.20%	—
Current Drawdown Current decline from peak	-1.57%	-5.06%	+3.49%
Average Drawdown Average peak-to-trough decline	-0.53%	-10.03%	+9.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.19%	—

Volatility

Volatility by Period

	ADAMH	CPIEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.77%	11.08%	-6.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.77%	12.86%	-8.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.77%	12.71%	-7.94%