Counterpoint Tactical Equity Fund Fundamentals
| CPIEX Fund | USD 23.41 0.06 0.26% |
Counterpoint Tactical Equity fundamentals help investors to digest information that contributes to Counterpoint Tactical's financial success or failures. It also enables traders to predict the movement of Counterpoint Mutual Fund. The fundamental analysis module provides a way to measure Counterpoint Tactical's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Counterpoint Tactical mutual fund.
Counterpoint |
Counterpoint Tactical Equity Mutual Fund Three Year Return Analysis
Counterpoint Tactical's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Counterpoint Tactical Three Year Return | 22.10 % |
Most of Counterpoint Tactical's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Counterpoint Tactical Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Counterpoint Tactical Equity has a Three Year Return of 22.102%. This is much higher than that of the Counterpoint Mutual Funds family and significantly higher than that of the Long-Short Equity category. The three year return for all United States funds is notably lower than that of the firm.
Counterpoint Tactical Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Counterpoint Tactical's current stock value. Our valuation model uses many indicators to compare Counterpoint Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Counterpoint Tactical competition to find correlations between indicators driving Counterpoint Tactical's intrinsic value. More Info.Counterpoint Tactical Equity is third largest fund in annual yield among similar funds. It also is third largest fund in year to date return among similar funds creating about 2,537 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Counterpoint Tactical's earnings, one of the primary drivers of an investment's value.Counterpoint Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Counterpoint Tactical's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Counterpoint Tactical could also be used in its relative valuation, which is a method of valuing Counterpoint Tactical by comparing valuation metrics of similar companies.Counterpoint Tactical is second largest fund in three year return among similar funds.
Fund Asset Allocation for Counterpoint Tactical
.Asset allocation divides Counterpoint Tactical's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Counterpoint Fundamentals
| Total Asset | 68.58 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 43.90 % | ||||
| One Year Return | 47.89 % | ||||
| Three Year Return | 22.10 % | ||||
| Five Year Return | 13.43 % | ||||
| Net Asset | 76.1 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 17.10 % | ||||
| Equity Positions Weight | 3.14 % | ||||
| Bond Positions Weight | 19.94 % |
About Counterpoint Tactical Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Counterpoint Tactical Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Counterpoint Tactical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Counterpoint Tactical Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |