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CIBC Atlas Disciplined Equity Fund (AWEIX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

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.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
4.22%
7.43%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

S&P 500

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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%.


PeriodReturnBenchmark
1 month-3.97%-3.13%
Year-To-Date0.50%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


JanFebMarAprMayJunJulAugSepOctNovDec
20235.35%-3.70%
2022-9.29%7.06%4.96%-5.09%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current CIBC Atlas Disciplined Equity Fund Sharpe ratio is -0.53. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.53
-0.45
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-26.00%-24.00%-22.00%-20.00%-18.00%-16.00%-14.00%-12.00%NovemberDecember2023FebruaryMarch
-18.91%
-17.62%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

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, 2007354Mar 9, 2009882Sep 6, 20121236
-32.92%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-24.38%Dec 30, 2021198Oct 12, 2022
-18.45%Oct 2, 201858Dec 24, 201871Apr 8, 2019129
-14.56%Jul 20, 2015144Feb 11, 2016103Jul 11, 2016247
-10.07%Jan 29, 201844Apr 2, 201874Jul 17, 2018118
-9.7%Jul 20, 200719Aug 15, 200736Oct 5, 200755
-8.81%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-7.77%Sep 17, 201241Nov 14, 201264Feb 19, 2013105
-7.56%Sep 19, 201419Oct 15, 201412Oct 31, 201431

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.


15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
22.41%
20.82%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)