CIBC Private Wealth Management Mutual Funds List
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.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.85%
- Avg. 1 Year Return
- 11.18%
- Avg. 5 Year Return
- 6.45%
- Median Risk/Return Score
- 12 / 100
CIBC Private Wealth Management Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | Large Cap Blend Equities | Dec 1, 2005 | 0.72% | 4.36% | 13.18% | 13.94% | 23 | ||||||||
| CIBC Atlas All Cap Growth Fund | Large Cap Growth Equities | Sep 28, 2007 | 0.96% | 8.97% | 11.91% | 5.18% | 8 | ||||||||
| CIBC Atlas Income Opportunities Fund | Diversified Portfolio | Jun 26, 2014 | 0.69% | 1.60% | 8.23% | 12.96% | 18 | ||||||||
| CIBC Atlas Mid Cap Equity Fund | Mid Cap Growth Equities | Jun 27, 2014 | 0.83% | 8.08% | 8.58% | 10.41% | 8 | ||||||||
| CIBC Atlas International Growth Fund | Foreign Large Cap Equities | May 30, 2019 | 0.94% | 3.34% | — | 0.70% | 10 | ||||||||
| CIBC Atlas Equity Income Fund | Large Cap Growth Equities | Apr 30, 2010 | 0.95% | 1.88% | — | 2.15% | 14 |
Explore top CIBC Private Wealth Management Mutual Fund Categories and Asset Classes
CIBC Private Wealth Management Equity Mutual fundsCIBC Private Wealth Management Multi-Asset Mutual fundsCIBC Private Wealth Management Large Cap Growth Equities Mutual fundsCIBC Private Wealth Management Diversified Portfolio Mutual fundsCIBC Private Wealth Management Foreign Large Cap Equities Mutual fundsCIBC Private Wealth Management Large Cap Blend Equities Mutual fundsCIBC Private Wealth Management Mid Cap Growth Equities Mutual funds
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.
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5 Years
Best CIBC Private Wealth Management Mutual funds by Risk/Return Score
The top CIBC Private Wealth Management Mutual funds by PortfoliosLab Risk/Return Score are AWEIX (23) and AWIIX (18).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | 23 | — | Dec 2005 | |
| CIBC Atlas Income Opportunities Fund | 18 | — | Jun 2014 | |
| CIBC Atlas Equity Income Fund | 14 | — | Apr 2010 | |
| CIBC Atlas International Growth Fund | 10 | — | May 2019 | |
| CIBC Atlas All Cap Growth Fund | 8 | — | Sep 2007 |
Best-Performing CIBC Private Wealth Management Mutual funds Over 5 Years
The top CIBC Private Wealth Management Mutual funds is AWEIX (9.06%).
Across the lineup, CIBC Private Wealth Management Mutual funds show an average 1-year return of 11.18% and an average 5-year return of 6.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | 9.06% | — | Dec 2005 | |
| CIBC Atlas All Cap Growth Fund | 8.01% | — | Sep 2007 | |
| CIBC Atlas Equity Income Fund | 7.75% | — | Apr 2010 | |
| CIBC Atlas International Growth Fund | 5.38% | — | May 2019 | |
| CIBC Atlas Income Opportunities Fund | 4.89% | — | Jun 2014 |
Lowest-Cost CIBC Private Wealth Management Mutual funds
The top CIBC Private Wealth Management Mutual funds is AWIIX (0.69%).
With an average expense ratio of 0.85%, CIBC Private Wealth Management Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| CIBC Atlas Income Opportunities Fund | 0.69% | — | Jun 2014 | |
| CIBC Atlas Disciplined Equity Fund | 0.72% | — | Dec 2005 | |
| CIBC Atlas Mid Cap Equity Fund | 0.83% | — | Jun 2014 | |
| CIBC Atlas International Growth Fund | 0.94% | — | May 2019 | |
| CIBC Atlas Equity Income Fund | 0.95% | — | Apr 2010 |
Highest-Yield CIBC Private Wealth Management Mutual funds
The top CIBC Private Wealth Management Mutual funds is AWEIX (13.94%).
Across the lineup, CIBC Private Wealth Management Mutual funds show an average dividend yield of 7.56%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| CIBC Atlas Disciplined Equity Fund | 13.94% | — | Dec 2005 | |
| CIBC Atlas Income Opportunities Fund | 12.96% | — | Jun 2014 | |
| CIBC Atlas Mid Cap Equity Fund | 10.41% | — | Jun 2014 | |
| CIBC Atlas All Cap Growth Fund | 5.18% | — | Sep 2007 | |
| CIBC Atlas Equity Income Fund | 2.15% | — | Apr 2010 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AWGIX vs. DGSIXAWGIX vs. DREVXAWGIX vs. VOOAWGIX vs. SCHDAWGIX vs. SCHGAWEIX vs. DGSIXAWEIX vs. DREVXAWEIX vs. DURPXAWEIX vs. VOOAWEIX vs. VSMPXAWYIX vs. DREVXAWYIX vs. DGSIXAWYIX vs. DFLVXAWYIX vs. BRK-BAWYIX vs. SCHVAWWIX vs. VEAAWWIX vs. EQALAWWIX vs. DODFXAWWIX vs. TBGVXAWWIX vs. MIEIXAWMIX vs. VOEAWMIX vs. VOTAWMIX vs. JVMIXAWMIX vs. VOAWMIX vs. MMGPXAWIIX vs. CGJIXAWIIX vs. SCHGAWIIX vs. VFIDXAWIIX vs. PRPFXAWIIX vs. VWELX