Counterpoint Tactical Equity Fund Manager Performance Evaluation
| CPIEX Fund | USD 22.95 0.09 0.39% |
The fund shows a Beta (market volatility) of 0.7, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Counterpoint Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Counterpoint Tactical is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Counterpoint Tactical Equity are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Counterpoint Tactical may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.7800 |
Counterpoint |
Counterpoint Tactical Relative Risk vs. Return Landscape
If you would invest 2,086 in Counterpoint Tactical Equity on August 28, 2024 and sell it today you would earn a total of 209.00 from holding Counterpoint Tactical Equity or generate 10.02% return on investment over 90 days. Counterpoint Tactical Equity is currently producing 0.1548% returns and takes up 0.8029% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Counterpoint, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Counterpoint Tactical Current Valuation
Undervalued
Today
Please note that Counterpoint Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Counterpoint Tactical shows a prevailing Real Value of $23.82 per share. The current price of the fund is $22.95. We determine the value of Counterpoint Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Counterpoint Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Counterpoint Mutual Fund. However, Counterpoint Tactical's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 22.95 | Real 23.82 | Hype 23.04 | Naive 22.82 |
The intrinsic value of Counterpoint Tactical's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Counterpoint Tactical's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Counterpoint Tactical Equity helps investors to forecast how Counterpoint mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Counterpoint Tactical more accurately as focusing exclusively on Counterpoint Tactical's fundamentals will not take into account other important factors: Counterpoint Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Counterpoint Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Counterpoint Tactical Equity, and traders can use it to determine the average amount a Counterpoint Tactical's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1929
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | CPIEX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Counterpoint Tactical is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Counterpoint Tactical by adding it to a well-diversified portfolio.
Counterpoint Tactical Fundamentals Growth
Counterpoint Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Counterpoint Tactical, and Counterpoint Tactical fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Counterpoint Mutual Fund performance.
| Total Asset | 68.58 M | ||||
About Counterpoint Tactical Performance
Evaluating Counterpoint Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Counterpoint Tactical has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Counterpoint Tactical has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its assets in long and short positions in equity instruments of any market capitalization. Equity instruments include domestic and foreign common stock, preferred stock, depositary receipts, equity swaps , options, equity index futures, and other investment companies that invest in these types of securities.Things to note about Counterpoint Tactical performance evaluation
Checking the ongoing alerts about Counterpoint Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Counterpoint Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 17.1% of its assets under management (AUM) in cash |
- Analyzing Counterpoint Tactical's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Counterpoint Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Counterpoint Tactical's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Counterpoint Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Counterpoint Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Counterpoint Tactical's mutual fund. These opinions can provide insight into Counterpoint Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Counterpoint Mutual Fund
Counterpoint Tactical financial ratios help investors to determine whether Counterpoint Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Counterpoint with respect to the benefits of owning Counterpoint Tactical security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |