PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by CIBC Private Wealth Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: CIBC Private Wealth Management
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AWEIX
CIBC Atlas Disciplined Equity FundLarge Cap Blend EquitiesDec 1, 20050.72%
4.79%
12.04%
4.51%
CIBC Atlas All Cap Growth FundLarge Cap Growth EquitiesSep 28, 20070.96%
8.37%
9.18%
1.08%
CIBC Atlas Income Opportunities FundDiversified PortfolioJun 26, 20140.69%
-0.06%
2.36%
CIBC Atlas Mid Cap Equity FundMid Cap Growth EquitiesJun 27, 20140.83%
3.52%
4.19%
CIBC Atlas International Growth FundForeign Large Cap EquitiesMay 30, 20190.94%
0.40%
1.15%
CIBC Atlas Equity Income FundLarge Cap Growth EquitiesApr 30, 20100.95%
2.84%
9.40%
1.70%

1–6 of 6

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...