CPITX vs. FXNAX

In the year-to-date period, CPITX achieves a -0.69% return, which is significantly lower than FXNAX's 1.28% return. Over the past 10 years, CPITX has outperformed FXNAX with an annualized return of 4.61%, while FXNAX has yielded a comparatively lower 1.24% annualized return.

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CPITX has a 1.46% expense ratio, which is higher than FXNAX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Income Fund (CPITX) and Fidelity U.S. Bond Index Fund (FXNAX). 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 CPITX Sharpe Ratio is 1.40, which is higher than the FXNAX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of CPITX and FXNAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CPITX's dividend yield for the trailing twelve months is around 5.66%, more than FXNAX's 3.49% yield.

The maximum CPITX drawdown since its inception was -5.18%, smaller than the maximum FXNAX drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for CPITX and FXNAX. For additional features, visit the drawdowns tool.

The current volatility for Counterpoint Tactical Income Fund (CPITX) is 1.15%, while Fidelity U.S. Bond Index Fund (FXNAX) has a volatility of 1.49%. This indicates that CPITX experiences smaller price fluctuations and is considered to be less risky than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.