CPITX vs. TUIFX
CPITX (Counterpoint Tactical Income Fund) and TUIFX (Toews Unconstrained Income Fund) are both Nontraditional Bonds funds. Over the past 10 years, CPITX returned 4.43%/yr vs 1.65%/yr for TUIFX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. CPITX charges 1.46%/yr vs 1.25%/yr for TUIFX.
Performance
CPITX vs. TUIFX - Performance Comparison
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Returns By Period
In the year-to-date period, CPITX achieves a -0.70% return, which is significantly lower than TUIFX's 0.17% return. Over the past 10 years, CPITX has outperformed TUIFX with an annualized return of 4.43%, while TUIFX has yielded a comparatively lower 1.65% annualized return.
CPITX
- 1D
- 0.09%
- 1M
- -0.44%
- 6M
- -1.17%
- YTD
- -0.70%
- 1Y
- 2.41%
- 3Y*
- 4.99%
- 5Y*
- 3.40%
- 10Y*
- 4.43%
- ALL TIME*
- 4.81%
TUIFX
- 1D
- 0.00%
- 1M
- -0.49%
- 6M
- -0.27%
- YTD
- 0.17%
- 1Y
- 1.74%
- 3Y*
- 3.65%
- 5Y*
- 0.97%
- 10Y*
- 1.65%
- ALL TIME*
- 1.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CPITX vs. TUIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | -0.70% | 4.58% | 6.76% | 9.81% | -2.40% | 2.53% | 8.47% | 9.85% | -2.80% | 4.93% |
TUIFX Toews Unconstrained Income Fund | 0.17% | 3.55% | 4.53% | 3.08% | -4.36% | -0.20% | 2.58% | 6.97% | -2.82% | 2.10% |
Correlation
The correlation between CPITX and TUIFX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.60 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2014 | 0.52 |
Over the past year, CPITX and TUIFX have become more correlated (0.75) than their long-term average of 0.52, meaning their price movements have been converging.
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Return for Risk
CPITX vs. TUIFX — Risk / Return Rank
CPITX
TUIFX
CPITX vs. TUIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Income Fund (CPITX) and Toews Unconstrained Income Fund (TUIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPITX | TUIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.26 | -1.13 |
| Martin ratioReturn relative to average drawdown | 2.65 | 4.79 | -2.15 |
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Drawdowns
CPITX vs. TUIFX - Drawdown Comparison
The maximum CPITX drawdown since its inception was -4.59%, smaller than the maximum TUIFX drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for CPITX and TUIFX.
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Drawdown Indicators
| CPITX | TUIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.59% | -7.37% | +2.78% |
Max Drawdown (1Y)Largest decline over 1 year | -1.99% | -0.87% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -3.80% | -1.64% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -4.59% | -7.37% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -4.59% | -7.37% | +2.78% |
Current DrawdownCurrent decline from peak | -1.26% | -0.70% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -2.05% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.41% | +0.43% |
Volatility
CPITX vs. TUIFX - Volatility Comparison
Counterpoint Tactical Income Fund (CPITX) has a higher volatility of 0.60% compared to Toews Unconstrained Income Fund (TUIFX) at 0.51%. This indicates that CPITX's price experiences larger fluctuations and is considered to be riskier than TUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPITX | TUIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 0.51% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 1.93% | 1.42% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.55% | 2.05% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.77% | 2.63% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.89% | 2.66% | +0.23% |
CPITX vs. TUIFX - Expense Ratio Comparison
CPITX has a 1.46% expense ratio, which is higher than TUIFX's 1.25% expense ratio.
Dividends
CPITX vs. TUIFX - Dividend Comparison
CPITX's dividend yield for the trailing twelve months is around 4.94%, more than TUIFX's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPITX Counterpoint Tactical Income Fund | 4.94% | 5.18% | 5.92% | 5.80% | 2.62% | 3.93% | 2.25% | 3.68% | 3.52% | 4.60% | 4.60% | 1.39% |
TUIFX Toews Unconstrained Income Fund | 4.10% | 4.17% | 4.68% | 4.09% | 1.05% | 2.13% | 1.33% | 2.44% | 2.05% | 4.34% | 2.29% | 1.19% |
Frequently Asked Questions
CPITX and TUIFX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPITX has higher volatility (0.60%) compared to TUIFX (0.51%). In terms of maximum drawdown, CPITX dropped -4.59% vs TUIFX's -7.37%.
TUIFX currently has the higher Sharpe Ratio (0.96 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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