Summary
CPAI
Prices · period metrics · 12M
NAV as of 03/06/2026
30/05/2025 → 28/05/2026
Return 45.47% Volatility 18.07% Sharpe 2.41
Official loaded data — not a live quote.

COUNTERPOINT QUANTITATIVE EQUITY ETF

Symbol: CPAI

Exchange: NYSE

Sector: Technology

Category: Mid-Cap Blend

Inception date: 28/11/2023

Latest date: 03/06/2026

Current price: $51.09

Expense ratio: 0.75%

Assets under management
$273.0M
-0.76% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

8.24%

Ann. 210.00% (Sharpe / Sortino numerator)

Volatility

17.94%

Sharpe ratio

11.503

VaR 95%

-1.13%

CVaR 95%: -1.36%
Max drawdown: -3.30%
Sortino ratio: 26.341
Calmar ratio: 63.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

16.62%

Ann. 59.33% (Sharpe / Sortino numerator)

Volatility

22.32%

Sharpe ratio

2.496

VaR 95%

-1.87%

CVaR 95%: -2.53%
Max drawdown: -10.48%
Sortino ratio: 4.495
Calmar ratio: 5.66

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

29.49%

Ann. 61.79% (Sharpe / Sortino numerator)

Volatility

20.40%

Sharpe ratio

2.851

VaR 95%

-1.87%

CVaR 95%: -2.63%
Max drawdown: -10.48%
Sortino ratio: 4.472
Calmar ratio: 5.90

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

45.47%

Ann. 47.18% (Sharpe / Sortino numerator)

Volatility

18.07%

Sharpe ratio

2.409

VaR 95%

-1.85%

CVaR 95%: -2.50%
Max drawdown: -10.48%
Sortino ratio: 3.618
Calmar ratio: 4.50

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.156%

Best day

3.589%

06/02/2026
Worst day

-3.095%

20/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $51.48 $51.48 $50.78 $51.09 37,900
02/06/2026 $51.27 $52.08 $51.15 $52.05 28,500
01/06/2026 $51.04 $51.85 $50.90 $51.71 78,800
29/05/2026 $50.62 $51.11 $50.23 $51.11 129,900
28/05/2026 $50.10 $51.02 $50.05 $50.61 85,900
27/05/2026 $50.15 $50.19 $49.68 $49.98 30,500
26/05/2026 $49.67 $50.44 $49.67 $50.24 39,600
22/05/2026 $48.91 $49.37 $48.91 $49.26 55,400
21/05/2026 $47.86 $48.76 $47.60 $48.60 123,400
20/05/2026 $47.00 $48.26 $47.00 $48.26 33,700