CPITX vs. TLT
Compare and contrast key facts about Counterpoint Tactical Income Fund (CPITX) and iShares 20+ Year Treasury Bond ETF (TLT).
CPITX is managed by Counterpoint Mutual Funds. It was launched on Dec 3, 2014. TLT is a passively managed fund by iShares that tracks the performance of the ICE U.S. Treasury 20+ Year Bond Index. It was launched on Jul 22, 2002.
Performance
CPITX vs. TLT - Performance Comparison
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CPITX vs. TLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | -1.41% | 4.58% | 6.76% | 9.81% | -2.40% | 2.53% | 8.47% | 9.85% | -2.80% | 4.93% |
TLT iShares 20+ Year Treasury Bond ETF | 0.17% | 4.25% | -8.05% | 2.77% | -31.23% | -4.60% | 18.15% | 14.12% | -1.61% | 9.18% |
Returns By Period
In the year-to-date period, CPITX achieves a -1.41% return, which is significantly lower than TLT's 0.17% return. Over the past 10 years, CPITX has outperformed TLT with an annualized return of 4.99%, while TLT has yielded a comparatively lower -1.38% annualized return.
CPITX
- 1D
- 0.02%
- 1M
- -1.58%
- YTD
- -1.41%
- 6M
- -0.37%
- 1Y
- 3.01%
- 3Y*
- 5.71%
- 5Y*
- 3.77%
- 10Y*
- 4.99%
TLT
- 1D
- -0.10%
- 1M
- -4.23%
- YTD
- 0.17%
- 6M
- -0.87%
- 1Y
- -0.49%
- 3Y*
- -2.78%
- 5Y*
- -5.85%
- 10Y*
- -1.38%
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CPITX vs. TLT - Expense Ratio Comparison
CPITX has a 1.46% expense ratio, which is higher than TLT's 0.15% expense ratio.
Return for Risk
CPITX vs. TLT — Risk / Return Rank
CPITX
TLT
CPITX vs. TLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Income Fund (CPITX) and iShares 20+ Year Treasury Bond ETF (TLT). 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 | TLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.04 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.02 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.00 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.05 | +0.86 |
Martin ratioReturn relative to average drawdown | 3.01 | 0.11 | +2.89 |
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 | TLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.04 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | -0.37 | +1.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.66 | -0.09 | +1.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.65 | 0.26 | +1.39 |
Correlation
The correlation between CPITX and TLT is 0.16, 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
CPITX vs. TLT - Dividend Comparison
CPITX's dividend yield for the trailing twelve months is around 5.04%, more than TLT's 4.49% 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% |
TLT iShares 20+ Year Treasury Bond ETF | 4.49% | 4.43% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% |
Drawdowns
CPITX vs. TLT - Drawdown Comparison
The maximum CPITX drawdown since its inception was -4.59%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for CPITX and TLT.
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Drawdown Indicators
| CPITX | TLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.59% | -48.35% | +43.76% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -9.23% | +6.30% |
Max Drawdown (5Y)Largest decline over 5 years | -4.59% | -43.70% | +39.11% |
Max Drawdown (10Y)Largest decline over 10 years | -4.59% | -48.35% | +43.76% |
Current DrawdownCurrent decline from peak | -1.96% | -40.17% | +38.21% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -13.62% | +12.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 4.38% | -3.49% |
Volatility
CPITX vs. TLT - Volatility Comparison
The current volatility for Counterpoint Tactical Income Fund (CPITX) is 1.17%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.71%. This indicates that CPITX experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPITX | TLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 3.71% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 6.61% | -4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.17% | 11.44% | -8.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 15.90% | -13.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.01% | 14.93% | -11.92% |