CPITX vs. STBNX
Compare and contrast key facts about Counterpoint Tactical Income Fund (CPITX) and Sierra Tactical Bond Fund (STBNX).
CPITX is managed by Counterpoint Mutual Funds. It was launched on Dec 3, 2014. STBNX is managed by Sierra Mutual Funds. It was launched on Sep 30, 2019.
Performance
CPITX vs. STBNX - Performance Comparison
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CPITX vs. STBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | -1.32% | 4.58% | 6.76% | 9.81% | -2.40% | 2.53% | 8.47% | 2.20% |
STBNX Sierra Tactical Bond Fund | -0.80% | -0.37% | 6.36% | 6.76% | -4.47% | 1.11% | 15.56% | 2.41% |
Returns By Period
In the year-to-date period, CPITX achieves a -1.32% return, which is significantly lower than STBNX's -0.80% 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%
STBNX
- 1D
- 0.78%
- 1M
- -1.12%
- YTD
- -0.80%
- 6M
- -0.08%
- 1Y
- -1.75%
- 3Y*
- 3.48%
- 5Y*
- 1.48%
- 10Y*
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CPITX vs. STBNX - Expense Ratio Comparison
CPITX has a 1.46% expense ratio, which is lower than STBNX's 1.63% expense ratio.
Return for Risk
CPITX vs. STBNX — Risk / Return Rank
CPITX
STBNX
CPITX vs. STBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Income Fund (CPITX) and Sierra Tactical Bond Fund (STBNX). 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 | STBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | -0.39 | +1.37 |
Sortino ratioReturn per unit of downside risk | 1.34 | -0.44 | +1.78 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.93 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | -0.25 | +1.28 |
Martin ratioReturn relative to average drawdown | 3.34 | -0.49 | +3.83 |
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 | STBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | -0.39 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.36 | 0.38 | +0.98 |
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 | 0.79 | +0.87 |
Correlation
The correlation between CPITX and STBNX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CPITX vs. STBNX - Dividend Comparison
CPITX's dividend yield for the trailing twelve months is around 5.04%, less than STBNX's 5.12% 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% |
STBNX Sierra Tactical Bond Fund | 5.12% | 4.98% | 5.17% | 4.53% | 1.41% | 2.74% | 6.55% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPITX vs. STBNX - Drawdown Comparison
The maximum CPITX drawdown since its inception was -4.59%, smaller than the maximum STBNX drawdown of -8.04%. Use the drawdown chart below to compare losses from any high point for CPITX and STBNX.
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Drawdown Indicators
| CPITX | STBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.59% | -8.04% | +3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -6.16% | +3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -4.59% | -8.04% | +3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -4.59% | — | — |
Current DrawdownCurrent decline from peak | -1.87% | -2.77% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -2.67% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 3.19% | -2.29% |
Volatility
CPITX vs. STBNX - Volatility Comparison
The current volatility for Counterpoint Tactical Income Fund (CPITX) is 1.18%, while Sierra Tactical Bond Fund (STBNX) has a volatility of 1.74%. This indicates that CPITX experiences smaller price fluctuations and is considered to be less risky than STBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPITX | STBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 1.74% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 2.29% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.17% | 4.13% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 3.93% | -1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.01% | 4.99% | -1.98% |