Counterpoint Mutual Funds

Statistics as of Apr 04, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Long-Short Equity
Expense Ratio
1.78%
TTM Yield
0.1%
3yr Sharpe
1.28
YTD Return
4.0%
3yr Return
66.1%
1yr Return
24.0%
Total Assets
$364M
6M Money Flow
$149M
Nontraditional Bond
Expense Ratio
2.00%
TTM Yield
5.9%
3yr Sharpe
0.39
YTD Return
-1.4%
3yr Return
16.0%
1yr Return
3.8%
Total Assets
$2B
6M Money Flow
$191M
Nontraditional Bond
Expense Ratio
0.79%
TTM Yield
5.7%
3yr Sharpe
-0.18
YTD Return
-1.3%
3yr Return
8.1%
1yr Return
5.0%
Total Assets
$115M
6M Money Flow
$90M
High Yield Muni
Expense Ratio
1.46%
TTM Yield
3.5%
3yr Sharpe
-0.40
YTD Return
-1.1%
3yr Return
7.8%
1yr Return
2.0%
Total Assets
$305M
6M Money Flow
$13M