CPIEX vs. VEU

In the year-to-date period, CPIEX achieves a 4.98% return, which is significantly lower than VEU's 8.71% return.

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CPIEX has a 1.75% expense ratio, which is higher than VEU's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) and Vanguard FTSE All-World ex-US ETF (VEU). 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 higher than the VEU Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of CPIEX and VEU, 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%, less than VEU's 2.95% yield.

The maximum CPIEX drawdown since its inception was -50.21%, smaller than the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for CPIEX and VEU. For additional features, visit the drawdowns tool.

The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.15%, while Vanguard FTSE All-World ex-US ETF (VEU) has a volatility of 11.25%. This indicates that CPIEX experiences smaller price fluctuations and is considered to be less risky than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.