Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) | 1.25% | 5.40% | 3.88% | 1.97% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) | 06/12/2018 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.40 | 3.88 | 1.97 | NA | NA | NA | … | … | 1.25 | 2.50 | 3.68 | 6.48 | -3.18 | 2.62 | 6.50 | 7.88 | 0.38 |
| Sharpe Ratio | NA | 1.22 | 0.21 | -0.16 | NA | NA | NA | … | … | 0.30 | -0.14 | 0.01 | 0.74 | -3.51 | 1.63 | 2.62 | 3.78 | -0.82 |
| Standard Deviation(%) | NA | 2.49 | 3.30 | 2.99 | NA | NA | NA | … | … | 2.95 | 2.69 | 4.04 | 3.87 | 1.32 | 1.60 | 2.37 | 1.70 | 1.04 |
| Draw Down(%) | NA | 2.31 | 4.57 | 4.89 | NA | NA | NA | … | … | 2.31 | 2.99 | 2.72 | 4.26 | 3.18 | 2.07 | 3.10 | 1.42 | 1.43 |
| Yield(%) | 0.00 | 2.96 | 2.99 | 2.65 | 2.20 | 1.47 | 1.10 | … | … | 1.25 | 2.73 | 3.09 | 3.24 | 0.28 | 4.09 | 2.22 | 3.08 | 0.98 |
Data as of 06/08/2026, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) |
1.05%
Sep 2020 – Sep 2023 |
2.06%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMNAX (Counterpoint Tactical Municipal Fund) |
6.04%
Jul 2018 – Jul 2021 |
3.98%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart