PortfoliosLab logo
CIBC Atlas Disciplined Equity Fund (AWEIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US00769G4938

CUSIP

00769G493

Inception Date

Dec 1, 2005

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AWEIX has an expense ratio of 0.72%, placing it in the medium range.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in CIBC Atlas Disciplined Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
257.25%
347.54%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

Returns By Period

CIBC Atlas Disciplined Equity Fund (AWEIX) returned -3.95% year-to-date (YTD) and -0.29% over the past 12 months. Over the past 10 years, AWEIX returned 7.30% annually, underperforming the S&P 500 benchmark at 10.45%.


AWEIX

YTD

-3.95%

1M

1.91%

6M

-11.27%

1Y

-0.29%

5Y*

7.90%

10Y*

7.30%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of AWEIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.15%-1.62%-4.69%-2.56%1.91%-3.95%
20241.26%4.16%2.90%-3.58%4.34%3.10%1.54%1.76%1.21%-0.73%4.99%-8.13%12.72%
20235.35%-3.70%2.54%2.04%-0.08%4.89%2.98%-1.41%-5.00%-1.12%9.27%0.27%16.25%
2022-5.49%-2.39%2.45%-9.33%0.75%-7.03%9.22%-4.46%-9.29%7.06%4.96%-8.00%-21.46%
2021-1.97%1.47%4.57%6.44%0.31%1.91%3.35%2.62%-4.73%7.15%-1.30%-2.60%17.79%
20200.35%-7.55%-11.39%12.64%4.56%1.82%4.91%6.64%-3.07%-2.43%11.06%0.98%16.98%
20197.21%3.20%2.09%5.09%-5.74%6.29%1.71%-1.63%1.28%1.96%3.21%1.71%28.98%
20187.25%-3.84%-3.19%1.62%2.31%1.31%4.76%3.50%1.28%-6.23%2.41%-14.99%-5.73%
20171.60%4.23%-0.29%1.57%1.09%0.85%1.85%-0.72%1.56%2.63%3.78%-0.75%18.70%
2016-4.91%0.14%5.86%0.07%2.04%0.19%3.74%-0.25%0.00%-2.12%4.07%0.35%9.08%
2015-2.83%6.55%-1.12%0.63%1.25%-0.55%2.48%-5.81%-3.02%8.61%-1.04%-6.31%-2.21%
2014-2.97%4.30%0.91%-0.07%3.05%2.08%-1.19%4.20%-1.73%2.67%2.98%-3.55%10.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AWEIX is 23, meaning it’s performing worse than 77% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AWEIX is 2323
Overall Rank
The Sharpe Ratio Rank of AWEIX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of AWEIX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of AWEIX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of AWEIX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of AWEIX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

CIBC Atlas Disciplined Equity Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: -0.02
  • 5-Year: 0.44
  • 10-Year: 0.39
  • All Time: 0.34

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of CIBC Atlas Disciplined Equity Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.02
0.44
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

Dividends

Dividend History

CIBC Atlas Disciplined Equity Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.19 per share.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.19$0.19$0.25$0.22$0.15$0.16$0.19$0.32$0.16$0.15$0.15$0.13

Dividend yield

0.65%0.62%0.88%0.92%0.48%0.59%0.81%1.80%0.81%0.91%0.98%0.80%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16$0.16
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2014$0.13$0.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.71%
-7.88%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the CIBC Atlas Disciplined Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the CIBC Atlas Disciplined Equity Fund was 55.48%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.

The current CIBC Atlas Disciplined Equity Fund drawdown is 12.71%.


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
-28.54%Dec 13, 2021210Oct 12, 2022486Sep 19, 2024696
-23.76%Oct 2, 201858Dec 24, 2018214Oct 30, 2019272
-21.21%Dec 12, 202479Apr 8, 2025

Volatility

Volatility Chart

The current CIBC Atlas Disciplined Equity Fund volatility is 6.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.31%
6.82%
AWEIX (CIBC Atlas Disciplined Equity Fund)
Benchmark (^GSPC)