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RCTIX vs. CPITX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RCTIX and CPITX is 0.13, 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.


-0.50.00.51.0
Correlation: 0.1

Performance

RCTIX vs. CPITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in River Canyon Total Return Bond Fund (RCTIX) and Counterpoint Tactical Income Fund (CPITX). The values are adjusted to include any dividend payments, if applicable.

60.00%62.00%64.00%66.00%68.00%NovemberDecember2025FebruaryMarchApril
64.23%
63.35%
RCTIX
CPITX

Key characteristics

Sharpe Ratio

RCTIX:

3.36

CPITX:

1.30

Sortino Ratio

RCTIX:

5.20

CPITX:

1.65

Omega Ratio

RCTIX:

1.71

CPITX:

1.28

Calmar Ratio

RCTIX:

5.40

CPITX:

0.92

Martin Ratio

RCTIX:

17.14

CPITX:

4.09

Ulcer Index

RCTIX:

0.47%

CPITX:

0.84%

Daily Std Dev

RCTIX:

2.39%

CPITX:

2.64%

Max Drawdown

RCTIX:

-10.89%

CPITX:

-4.59%

Current Drawdown

RCTIX:

-0.49%

CPITX:

-3.01%

Returns By Period

In the year-to-date period, RCTIX achieves a 1.95% return, which is significantly higher than CPITX's -1.87% return. Both investments have delivered pretty close results over the past 10 years, with RCTIX having a 4.86% annualized return and CPITX not far behind at 4.77%.


RCTIX

YTD

1.95%

1M

0.00%

6M

2.55%

1Y

8.13%

5Y*

5.70%

10Y*

4.86%

CPITX

YTD

-1.87%

1M

-2.35%

6M

-1.12%

1Y

3.60%

5Y*

4.81%

10Y*

4.77%

*Annualized

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RCTIX vs. CPITX - Expense Ratio Comparison

RCTIX has a 0.89% expense ratio, which is lower than CPITX's 1.46% expense ratio.


Expense ratio chart for CPITX: current value is 1.46%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CPITX: 1.46%
Expense ratio chart for RCTIX: current value is 0.89%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RCTIX: 0.89%

Risk-Adjusted Performance

RCTIX vs. CPITX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RCTIX
The Risk-Adjusted Performance Rank of RCTIX is 9797
Overall Rank
The Sharpe Ratio Rank of RCTIX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of RCTIX is 9797
Sortino Ratio Rank
The Omega Ratio Rank of RCTIX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of RCTIX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of RCTIX is 9797
Martin Ratio Rank

CPITX
The Risk-Adjusted Performance Rank of CPITX is 8383
Overall Rank
The Sharpe Ratio Rank of CPITX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of CPITX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of CPITX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of CPITX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of CPITX is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RCTIX vs. CPITX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for River Canyon Total Return Bond Fund (RCTIX) and Counterpoint Tactical Income Fund (CPITX). 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 chart of Sharpe ratio for RCTIX, currently valued at 3.36, compared to the broader market-1.000.001.002.003.00
RCTIX: 3.36
CPITX: 1.30
The chart of Sortino ratio for RCTIX, currently valued at 5.20, compared to the broader market-2.000.002.004.006.008.00
RCTIX: 5.20
CPITX: 1.65
The chart of Omega ratio for RCTIX, currently valued at 1.71, compared to the broader market0.501.001.502.002.503.00
RCTIX: 1.71
CPITX: 1.28
The chart of Calmar ratio for RCTIX, currently valued at 5.40, compared to the broader market0.002.004.006.008.0010.00
RCTIX: 5.40
CPITX: 0.92
The chart of Martin ratio for RCTIX, currently valued at 17.14, compared to the broader market0.0010.0020.0030.0040.0050.00
RCTIX: 17.14
CPITX: 4.09

The current RCTIX Sharpe Ratio is 3.36, which is higher than the CPITX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of RCTIX and CPITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
3.36
1.30
RCTIX
CPITX

Dividends

RCTIX vs. CPITX - Dividend Comparison

RCTIX's dividend yield for the trailing twelve months is around 7.78%, more than CPITX's 5.88% yield.


TTM2024202320222021202020192018201720162015
RCTIX
River Canyon Total Return Bond Fund
7.78%7.90%8.51%6.00%3.02%3.79%2.70%3.30%4.89%2.32%5.74%
CPITX
Counterpoint Tactical Income Fund
5.88%5.93%5.81%2.62%3.93%2.25%3.68%3.52%4.60%4.60%1.39%

Drawdowns

RCTIX vs. CPITX - Drawdown Comparison

The maximum RCTIX drawdown since its inception was -10.89%, which is greater than CPITX's maximum drawdown of -4.59%. Use the drawdown chart below to compare losses from any high point for RCTIX and CPITX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.49%
-3.01%
RCTIX
CPITX

Volatility

RCTIX vs. CPITX - Volatility Comparison

The current volatility for River Canyon Total Return Bond Fund (RCTIX) is 0.89%, while Counterpoint Tactical Income Fund (CPITX) has a volatility of 1.67%. This indicates that RCTIX experiences smaller price fluctuations and is considered to be less risky than CPITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%NovemberDecember2025FebruaryMarchApril
0.89%
1.67%
RCTIX
CPITX