THHYX vs. CPITX
Compare and contrast key facts about Toews Tactical Income Fund (THHYX) and Counterpoint Tactical Income Fund (CPITX).
THHYX is managed by Toews Funds. It was launched on Jun 4, 2010. CPITX is managed by Counterpoint Mutual Funds. It was launched on Dec 3, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: THHYX or CPITX.
Correlation
The correlation between THHYX and CPITX is 0.59, 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.
Performance
THHYX vs. CPITX - Performance Comparison
Key characteristics
THHYX:
1.67
CPITX:
3.23
THHYX:
2.41
CPITX:
4.21
THHYX:
1.32
CPITX:
1.79
THHYX:
1.73
CPITX:
4.48
THHYX:
8.32
CPITX:
19.80
THHYX:
0.68%
CPITX:
0.35%
THHYX:
3.37%
CPITX:
2.18%
THHYX:
-8.82%
CPITX:
-5.18%
THHYX:
-2.05%
CPITX:
-0.87%
Returns By Period
In the year-to-date period, THHYX achieves a -0.10% return, which is significantly lower than CPITX's 0.35% return. Over the past 10 years, THHYX has underperformed CPITX with an annualized return of 2.49%, while CPITX has yielded a comparatively higher 4.92% annualized return.
THHYX
-0.10%
-1.94%
2.34%
5.21%
1.69%
2.49%
CPITX
0.35%
-0.78%
3.33%
6.74%
4.84%
4.92%
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THHYX vs. CPITX - Expense Ratio Comparison
Both THHYX and CPITX have an expense ratio of 1.46%.
Risk-Adjusted Performance
THHYX vs. CPITX — Risk-Adjusted Performance Rank
THHYX
CPITX
THHYX vs. CPITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Toews Tactical Income Fund (THHYX) 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.
Dividends
THHYX vs. CPITX - Dividend Comparison
THHYX's dividend yield for the trailing twelve months is around 4.59%, less than CPITX's 5.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THHYX Toews Tactical Income Fund | 4.59% | 4.59% | 4.35% | 1.61% | 2.79% | 2.20% | 3.84% | 2.43% | 3.60% | 2.97% | 1.58% | 3.00% |
CPITX Counterpoint Tactical Income Fund | 5.25% | 5.27% | 5.81% | 2.64% | 3.95% | 2.26% | 3.68% | 2.14% | 4.59% | 3.24% | 1.39% | 0.00% |
Drawdowns
THHYX vs. CPITX - Drawdown Comparison
The maximum THHYX drawdown since its inception was -8.82%, which is greater than CPITX's maximum drawdown of -5.18%. Use the drawdown chart below to compare losses from any high point for THHYX and CPITX. For additional features, visit the drawdowns tool.
Volatility
THHYX vs. CPITX - Volatility Comparison
The current volatility for Toews Tactical Income Fund (THHYX) is 0.84%, while Counterpoint Tactical Income Fund (CPITX) has a volatility of 1.17%. This indicates that THHYX 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.