Summary
CPAI
Prices · period metrics · 12M
NAV as of 17/07/2026
30/05/2025 → 28/05/2026
Return 40.30% 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: 17/07/2026

Current price: $50.02

Expense ratio: 0.75%

Assets under management
$368.8M
1.54% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

-0.04%

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

8.22%

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

14.38%

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

40.30%

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.

Period total return

60.24%

Ann. 25.08% (Sharpe / Sortino numerator)

Volatility

20.93%

Sharpe ratio

1.023

VaR 95%

-2.15%

CVaR 95%: -3.15%
Max drawdown: -21.46%
Sortino ratio: 1.323
Calmar ratio: 1.17

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

101.21%

Ann. 30.50% (Sharpe / Sortino numerator)

Volatility

19.32%

Sharpe ratio

1.389

VaR 95%

-1.95%

CVaR 95%: -2.92%
Max drawdown: -21.46%
Sortino ratio: 1.803
Calmar ratio: 1.42

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.142%

Best day

3.589%

06/02/2026
Worst day

-4.336%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $49.26 $50.31 $49.26 $50.02 37,000
16/07/2026 $50.43 $50.43 $49.62 $49.76 56,100
15/07/2026 $51.47 $51.47 $50.11 $50.52 149,000
14/07/2026 $51.51 $51.71 $51.30 $51.49 33,700
13/07/2026 $51.29 $51.55 $50.91 $51.05 28,100
10/07/2026 $51.42 $51.42 $50.99 $51.33 32,600
09/07/2026 $51.65 $51.85 $51.58 $51.69 72,800
08/07/2026 $50.80 $51.10 $50.51 $50.93 26,600
07/07/2026 $51.32 $51.33 $50.50 $50.68 17,600
06/07/2026 $51.56 $51.79 $51.27 $51.37 25,800