CPIEX vs. BRK-B

In the year-to-date period, CPIEX achieves a 4.98% return, which is significantly lower than BRK-B's 17.13% return.

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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.

The current CPIEX Sharpe Ratio is 1.74, which is comparable to the BRK-B Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of CPIEX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPIEX's dividend yield for the trailing twelve months is around 0.07%, while BRK-B has not paid dividends to shareholders.

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.

The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.15%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 10.99%. 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.