CIBC Atlas Disciplined Equity Fund (AWEIX)

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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.

CIBC Atlas Disciplined Equity Fund (AWEIX) has returned -10.45% so far this year and 3.28% over the past 12 months. Over the last ten years, AWEIX has had an annualized return of 11.65%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 1, 2005, AWEIX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +12.6%, while the worst month was Oct 2008 at -16.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AWEIX closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -11.8%.

CIBC Atlas Disciplined Equity Fund has an annualized alpha of 1.43%, beta of 0.97, and R² of 0.97 versus S&P 500 Index. Calculated based on daily prices since December 02, 2005.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (99.63%) than losses (93.92%) — typical of diversified or defensive assets.
• With beta of 0.97 and R² of 0.97, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

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

AWEIX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and compare them to a chosen benchmark (S&P 500 Index).

CIBC Atlas Disciplined Equity Fund provided a 16.24% dividend yield over the last twelve months, with an annual payout of $4.40 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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.

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 51.13%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.

The current CIBC Atlas Disciplined Equity Fund drawdown is 11.90%.

The chart below shows the rolling one-month volatility.