CIBC Atlas Disciplined Equity Fund (AWEIX)
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in CIBC Atlas Disciplined Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,437 for a total return of roughly 284.37%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
CIBC Atlas Disciplined Equity Fund had a return of 0.50% year-to-date (YTD) and -13.48% in the last 12 months. Over the past 10 years, CIBC Atlas Disciplined Equity Fund had an annualized return of 11.24%, outperforming the S&P 500 benchmark which had an annualized return of 9.86%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -3.97% | -3.13% |
| Year-To-Date | 0.50% | 2.92% |
| 6 months | -0.08% | 2.02% |
| 1 year | -13.48% | -11.46% |
| 5 years (annualized) | 9.39% | 7.79% |
| 10 years (annualized) | 11.24% | 9.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 5.35% | -3.70% | ||||||||||
| 2022 | -9.29% | 7.06% | 4.96% | -5.09% |
Dividend History
CIBC Atlas Disciplined Equity Fund granted a 4.11% dividend yield in the last twelve months. The annual payout for that period amounted to $0.99 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.99 | $0.99 | $2.20 | $0.67 | $0.47 | $1.58 | $0.51 | $0.24 | $0.82 | $0.68 | $0.13 | $0.13 |
Dividend yield | 4.11% | 4.13% | 7.38% | 2.82% | 2.38% | 10.42% | 3.41% | 1.94% | 7.25% | 6.11% | 1.30% | 1.63% |
Monthly Dividends
The table displays the monthly dividend distributions for CIBC Atlas Disciplined Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.20 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2012 | $0.13 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the CIBC Atlas Disciplined Equity Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the CIBC Atlas Disciplined Equity Fund is 55.48%, recorded on Mar 9, 2009. It took 882 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.48% | Oct 10, 2007 | 354 | Mar 9, 2009 | 882 | Sep 6, 2012 | 1236 |
| -32.92% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.38% | Dec 30, 2021 | 198 | Oct 12, 2022 | — | — | — |
| -18.45% | Oct 2, 2018 | 58 | Dec 24, 2018 | 71 | Apr 8, 2019 | 129 |
| -14.56% | Jul 20, 2015 | 144 | Feb 11, 2016 | 103 | Jul 11, 2016 | 247 |
| -10.07% | Jan 29, 2018 | 44 | Apr 2, 2018 | 74 | Jul 17, 2018 | 118 |
| -9.7% | Jul 20, 2007 | 19 | Aug 15, 2007 | 36 | Oct 5, 2007 | 55 |
| -8.81% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.77% | Sep 17, 2012 | 41 | Nov 14, 2012 | 64 | Feb 19, 2013 | 105 |
| -7.56% | Sep 19, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
Volatility Chart
Current CIBC Atlas Disciplined Equity Fund volatility is 22.41%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.