- ISIN
- US00769G4938
- CUSIP
- 00769G493
- Inception Date
- Dec 1, 2005
- Category
- Large Cap Blend Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
AWEIX Performance Chart
CIBC Atlas Disciplined Equity Fund (AWEIX) is up 3.1% since the beginning of the year. AWEIX is currently trading at $31 per share. Investors who bought $1,000 worth of AWEIX shares 5 years ago would now be looking at an investment worth $1,442.
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Returns By Period
CIBC Atlas Disciplined Equity Fund (AWEIX) has returned 3.11% so far this year and 10.44% over the past 12 months. Over the last ten years, AWEIX has had an annualized return of 12.65%, just under the S&P 500 Index benchmark’s 13.26%.
CIBC Atlas Disciplined Equity Fund
- 1D
- 1.50%
- 1M
- 0.26%
- 6M
- 2.97%
- YTD
- 3.11%
- 1Y
- 10.44%
- 3Y*
- 13.07%
- 5Y*
- 7.60%
- 10Y*
- 12.65%
- ALL TIME*
- 10.14%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
AWEIX Monthly Returns History
Based on dividend-adjusted daily data since Dec 1, 2005, AWEIX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.13% | -2.81% | -5.47% | 9.70% | 3.34% | -2.09% | 0.97% | 3.11% | |||||
| 2025 | 3.15% | -1.62% | -4.69% | -2.56% | 4.98% | 4.48% | 2.55% | 1.85% | 1.76% | 1.14% | 0.52% | -0.14% | 11.55% |
| 2024 | 1.26% | 4.16% | 2.90% | -3.58% | 4.34% | 3.10% | 1.54% | 1.76% | 1.21% | -0.73% | 4.99% | -2.80% | 19.26% |
| 2023 | 5.35% | -3.70% | 2.54% | 2.04% | -0.08% | 4.89% | 2.99% | -1.41% | -5.00% | -1.12% | 9.27% | 4.14% | 20.74% |
| 2022 | -5.49% | -2.39% | 2.45% | -9.33% | 0.75% | -7.03% | 9.22% | -4.46% | -9.29% | 7.06% | 4.96% | -5.09% | -18.97% |
| 2021 | -1.97% | 1.47% | 4.57% | 6.44% | 0.31% | 1.91% | 3.35% | 2.62% | -4.73% | 7.15% | -1.30% | 3.95% | 25.71% |
Benchmark Metrics
CIBC Atlas Disciplined Equity Fund has an annualized alpha of 1.29%, beta of 0.97, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since December 01, 2005.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (99.08%) than losses (94.00%) - 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.
- Alpha
- 1.29%
- Beta
- 0.97
- R²
- 0.97
- Upside Capture
- 99.08%
- Downside Capture
- 94.00%
Expense Ratio
AWEIX has an expense ratio of 0.72%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AWEIX ranks 14 for risk / return — above 14% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AWEIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | 2.00 | -1.34 |
| Martin ratioReturn relative to average drawdown | 2.43 | 8.49 | -6.06 |
Dividends
Dividend History
CIBC Atlas Disciplined Equity Fund provided a 14.11% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.40 | $4.40 | $1.99 | $1.31 | $0.99 | $2.20 | $0.67 | $0.47 | $1.58 | $0.51 | $0.24 | $0.82 |
Dividend yield | 14.11% | 14.54% | 6.39% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.40 | $4.40 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.99 | $1.99 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $1.31 |
| 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 | $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 | $2.20 |
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.
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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 51.13%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current CIBC Atlas Disciplined Equity Fund drawdown is 1.42%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-51.13%Mar 2009 | 1y 5mo | 2y 1mo | 3y 6moOct 2007 - Apr 2011 | Financial crisis2007–2009 |
-32.92%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 | COVID crash2020 |
-24.38%Oct 2022 | 9mo 18d | 1y 3mo | 2y 1moDec 2021 - Jan 2024 | Bear market2022 |
-18.45%Dec 2018 | 2mo 23d | 3mo 15d | 6mo 8dOct 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-16.86%Oct 2011 | 2mo 27d | 4mo 1d | 6mo 28dJul 2011 - Feb 2012 | — |
Drawdown Indicators
| AWEIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -56.78% | +5.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -9.10% | -2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -16.64% | -18.90% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.38% | -25.43% | +1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -32.92% | -33.92% | +1.00% |
Current DrawdownCurrent decline from peak | -1.42% | -1.58% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -10.70% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.14% | +1.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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