CPITX vs. APFPX
Compare and contrast key facts about Counterpoint Tactical Income Fund (CPITX) and Artisan Global Unconstrained Fund (APFPX).
CPITX is managed by Counterpoint Mutual Funds. It was launched on Dec 3, 2014. APFPX is managed by Artisan. It was launched on Mar 30, 2022.
Performance
CPITX vs. APFPX - Performance Comparison
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CPITX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | -1.32% | 4.58% | 6.76% | 9.81% | 0.01% |
APFPX Artisan Global Unconstrained Fund | 3.93% | 10.21% | 11.33% | 6.67% | 6.73% |
Returns By Period
In the year-to-date period, CPITX achieves a -1.32% return, which is significantly lower than APFPX's 3.93% return.
CPITX
- 1D
- 0.09%
- 1M
- -1.49%
- YTD
- -1.32%
- 6M
- -0.37%
- 1Y
- 2.92%
- 3Y*
- 5.75%
- 5Y*
- 3.74%
- 10Y*
- 5.00%
APFPX
- 1D
- -0.09%
- 1M
- 0.42%
- YTD
- 3.93%
- 6M
- 7.17%
- 1Y
- 13.10%
- 3Y*
- 9.96%
- 5Y*
- —
- 10Y*
- —
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CPITX vs. APFPX - Expense Ratio Comparison
CPITX has a 1.46% expense ratio, which is lower than APFPX's 1.54% expense ratio.
Return for Risk
CPITX vs. APFPX — Risk / Return Rank
CPITX
APFPX
CPITX vs. APFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Income Fund (CPITX) and Artisan Global Unconstrained Fund (APFPX). 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.
| CPITX | APFPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 4.93 | -3.95 |
Sortino ratioReturn per unit of downside risk | 1.34 | 7.15 | -5.81 |
Omega ratioGain probability vs. loss probability | 1.20 | 2.24 | -1.04 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 7.19 | -6.16 |
Martin ratioReturn relative to average drawdown | 3.34 | 37.83 | -34.49 |
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
| CPITX | APFPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 4.93 | -3.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.36 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.65 | 3.71 | -2.06 |
Correlation
The correlation between CPITX and APFPX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CPITX vs. APFPX - Dividend Comparison
CPITX's dividend yield for the trailing twelve months is around 5.04%, more than APFPX's 4.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | 5.04% | 5.18% | 5.92% | 5.80% | 2.62% | 3.93% | 2.25% | 3.68% | 3.52% | 4.60% | 4.60% | 1.39% |
APFPX Artisan Global Unconstrained Fund | 4.92% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPITX vs. APFPX - Drawdown Comparison
The maximum CPITX drawdown since its inception was -4.59%, which is greater than APFPX's maximum drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for CPITX and APFPX.
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Drawdown Indicators
| CPITX | APFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.59% | -2.10% | -2.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -1.73% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -4.59% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -4.59% | — | — |
Current DrawdownCurrent decline from peak | -1.87% | -0.09% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -0.25% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.33% | +0.57% |
Volatility
CPITX vs. APFPX - Volatility Comparison
Counterpoint Tactical Income Fund (CPITX) and Artisan Global Unconstrained Fund (APFPX) have volatilities of 1.18% and 1.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPITX | APFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 1.19% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 1.86% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.17% | 2.64% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 2.75% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.01% | 2.75% | +0.26% |