STBNX vs. CPITX
Compare and contrast key facts about Sierra Tactical Bond Fund (STBNX) and Counterpoint Tactical Income Fund (CPITX).
STBNX is managed by Sierra Mutual Funds. It was launched on Sep 30, 2019. CPITX is managed by Counterpoint Mutual Funds. It was launched on Dec 3, 2014.
Performance
STBNX vs. CPITX - Performance Comparison
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STBNX vs. CPITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
STBNX Sierra Tactical Bond Fund | -0.80% | -0.37% | 6.36% | 6.76% | -4.47% | 1.11% | 15.56% | 2.41% |
CPITX Counterpoint Tactical Income Fund | -1.32% | 4.58% | 6.76% | 9.81% | -2.40% | 2.53% | 8.47% | 2.20% |
Returns By Period
In the year-to-date period, STBNX achieves a -0.80% return, which is significantly higher than CPITX's -1.32% return.
STBNX
- 1D
- 0.78%
- 1M
- -1.12%
- YTD
- -0.80%
- 6M
- -0.08%
- 1Y
- -1.75%
- 3Y*
- 3.48%
- 5Y*
- 1.48%
- 10Y*
- —
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%
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STBNX vs. CPITX - Expense Ratio Comparison
STBNX has a 1.63% expense ratio, which is higher than CPITX's 1.46% expense ratio.
Return for Risk
STBNX vs. CPITX — Risk / Return Rank
STBNX
CPITX
STBNX vs. CPITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sierra Tactical Bond Fund (STBNX) 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.
| STBNX | CPITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.98 | -1.37 |
Sortino ratioReturn per unit of downside risk | -0.44 | 1.34 | -1.78 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.20 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.03 | -1.28 |
Martin ratioReturn relative to average drawdown | -0.49 | 3.34 | -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
| STBNX | CPITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.98 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 1.36 | -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 | 0.79 | 1.65 | -0.87 |
Correlation
The correlation between STBNX and CPITX 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
STBNX vs. CPITX - Dividend Comparison
STBNX's dividend yield for the trailing twelve months is around 5.12%, more than CPITX's 5.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
STBNX vs. CPITX - Drawdown Comparison
The maximum STBNX drawdown since its inception was -8.04%, which is greater than CPITX's maximum drawdown of -4.59%. Use the drawdown chart below to compare losses from any high point for STBNX and CPITX.
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Drawdown Indicators
| STBNX | CPITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.04% | -4.59% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.16% | -2.93% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -8.04% | -4.59% | -3.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -4.59% | — |
Current DrawdownCurrent decline from peak | -2.77% | -1.87% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -0.95% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 0.90% | +2.29% |
Volatility
STBNX vs. CPITX - Volatility Comparison
Sierra Tactical Bond Fund (STBNX) has a higher volatility of 1.74% compared to Counterpoint Tactical Income Fund (CPITX) at 1.18%. This indicates that STBNX's price experiences larger fluctuations and is considered to be riskier than CPITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STBNX | CPITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.18% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 1.83% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 3.17% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.93% | 2.76% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.99% | 3.01% | +1.98% |