CPIEX vs. PHSWX
Compare and contrast key facts about Counterpoint Tactical Equity Fund (CPIEX) and Parvin Hedged Equity Solari World Fund (PHSWX).
CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015. PHSWX is managed by Parvin Funds. It was launched on Jan 27, 2021.
Performance
CPIEX vs. PHSWX - Performance Comparison
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CPIEX vs. PHSWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CPIEX Counterpoint Tactical Equity Fund | -1.43% | 10.21% | 37.75% | 6.18% | 12.15% | 53.59% |
PHSWX Parvin Hedged Equity Solari World Fund | 6.81% | 22.65% | 1.35% | 1.80% | -12.69% | 3.47% |
Returns By Period
In the year-to-date period, CPIEX achieves a -1.43% return, which is significantly lower than PHSWX's 6.81% return.
CPIEX
- 1D
- 0.09%
- 1M
- -3.65%
- YTD
- -1.43%
- 6M
- -1.85%
- 1Y
- 3.43%
- 3Y*
- 18.02%
- 5Y*
- 23.12%
- 10Y*
- 7.67%
PHSWX
- 1D
- 1.90%
- 1M
- -9.02%
- YTD
- 6.81%
- 6M
- 6.83%
- 1Y
- 21.47%
- 3Y*
- 9.48%
- 5Y*
- 4.10%
- 10Y*
- —
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CPIEX vs. PHSWX - Expense Ratio Comparison
CPIEX has a 1.75% expense ratio, which is higher than PHSWX's 0.01% expense ratio.
Return for Risk
CPIEX vs. PHSWX — Risk / Return Rank
CPIEX
PHSWX
CPIEX vs. PHSWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) and Parvin Hedged Equity Solari World Fund (PHSWX). 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.
| CPIEX | PHSWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.41 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.92 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.52 | -0.87 |
Martin ratioReturn relative to average drawdown | 2.08 | 5.69 | -3.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPIEX | PHSWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.41 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.81 | 0.00 | +1.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.00 | +0.52 |
Correlation
The correlation between CPIEX and PHSWX is 0.15, 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
CPIEX vs. PHSWX - Dividend Comparison
CPIEX's dividend yield for the trailing twelve months is around 5.65%, more than PHSWX's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PHSWX Parvin Hedged Equity Solari World Fund | 0.45% | 0.49% | 1.12% | 2.04% | 2.24% | 2.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPIEX vs. PHSWX - Drawdown Comparison
The maximum CPIEX drawdown since its inception was -48.20%, smaller than the maximum PHSWX drawdown of -94.47%. Use the drawdown chart below to compare losses from any high point for CPIEX and PHSWX.
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Drawdown Indicators
| CPIEX | PHSWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.20% | -94.47% | +46.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -14.06% | +6.92% |
Max Drawdown (5Y)Largest decline over 5 years | -9.76% | -94.47% | +84.71% |
Max Drawdown (10Y)Largest decline over 10 years | -48.20% | — | — |
Current DrawdownCurrent decline from peak | -4.98% | -92.95% | +87.97% |
Average DrawdownAverage peak-to-trough decline | -10.03% | -27.33% | +17.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.75% | -1.54% |
Volatility
CPIEX vs. PHSWX - Volatility Comparison
The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.94%, while Parvin Hedged Equity Solari World Fund (PHSWX) has a volatility of 6.77%. This indicates that CPIEX experiences smaller price fluctuations and is considered to be less risky than PHSWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPIEX | PHSWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 6.77% | -3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 13.26% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.06% | 15.52% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.85% | 1,067.69% | -1,054.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 1,043.11% | -1,030.40% |