CPIEX vs. BRK-B
Compare and contrast key facts about Counterpoint Tactical Equity Fund (CPIEX) and Berkshire Hathaway Inc. (BRK-B).
CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPIEX or BRK-B.
Correlation
The correlation between CPIEX and BRK-B is 0.35, 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.
Performance
CPIEX vs. BRK-B - Performance Comparison
Key characteristics
CPIEX:
1.63
BRK-B:
1.03
CPIEX:
2.18
BRK-B:
1.47
CPIEX:
1.29
BRK-B:
1.21
CPIEX:
2.77
BRK-B:
2.05
CPIEX:
7.39
BRK-B:
5.12
CPIEX:
2.92%
BRK-B:
3.53%
CPIEX:
13.21%
BRK-B:
17.59%
CPIEX:
-50.21%
BRK-B:
-53.86%
CPIEX:
-3.17%
BRK-B:
-8.80%
Returns By Period
In the year-to-date period, CPIEX achieves a 4.07% return, which is significantly lower than BRK-B's 8.18% return.
CPIEX
4.07%
3.14%
7.51%
20.26%
14.98%
N/A
BRK-B
8.18%
-1.06%
8.13%
17.14%
20.84%
13.11%
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Risk-Adjusted Performance
CPIEX vs. BRK-B — Risk-Adjusted Performance Rank
CPIEX
BRK-B
CPIEX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
CPIEX vs. BRK-B - Dividend Comparison
CPIEX's dividend yield for the trailing twelve months is around 0.07%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
CPIEX Counterpoint Tactical Equity Fund | 0.07% | 0.08% | 2.44% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
Drawdowns
CPIEX vs. BRK-B - Drawdown Comparison
The maximum CPIEX drawdown since its inception was -50.21%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CPIEX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CPIEX vs. BRK-B - Volatility Comparison
The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.90%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 8.68%. This indicates that CPIEX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.