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.
Fund Info
| ISIN | US00769G4938 |
|---|---|
| CUSIP | 00769G493 |
| Issuer | CIBC Private Wealth Management |
| Inception Date | Dec 1, 2005 |
| Category | Large Cap Blend Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
AWEIX features an expense ratio of 0.72%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AWEIX vs. AWYIX, AWEIX vs. DGSIX, AWEIX vs. AWGIX, AWEIX vs. VOO, AWEIX vs. VSMPX, AWEIX vs. BRK-B, AWEIX vs. DURPX, AWEIX vs. DREVX, AWEIX vs. PRCOX, AWEIX vs. SPY
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.
Returns By Period
CIBC Atlas Disciplined Equity Fund had a return of 22.05% year-to-date (YTD) and 25.15% in the last 12 months. Over the past 10 years, CIBC Atlas Disciplined Equity Fund had an annualized return of 8.77%, while the S&P 500 had an annualized return of 11.31%, indicating that CIBC Atlas Disciplined Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.05% | 24.72% |
| 1 month | 2.48% | 2.30% |
| 6 months | 10.65% | 12.31% |
| 1 year | 25.15% | 32.12% |
| 5 years (annualized) | 9.47% | 13.81% |
| 10 years (annualized) | 8.77% | 11.31% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.26% | 4.16% | 2.90% | -3.58% | 4.34% | 3.10% | 1.54% | 1.76% | 1.21% | -0.73% | 22.05% | ||
| 2023 | 5.35% | -3.70% | 2.54% | 2.04% | -0.08% | 4.89% | 2.99% | -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% |
| 2020 | 0.35% | -7.55% | -11.39% | 12.64% | 4.56% | 1.82% | 4.91% | 6.64% | -3.07% | -2.43% | 11.06% | 0.98% | 16.98% |
| 2019 | 7.21% | 3.20% | 2.09% | 5.09% | -5.74% | 6.29% | 1.71% | -1.63% | 1.28% | 1.96% | 3.21% | 1.71% | 28.98% |
| 2018 | 7.25% | -3.84% | -3.19% | 1.62% | 2.31% | 1.31% | 4.76% | 3.50% | 1.28% | -6.23% | 2.41% | -14.99% | -5.73% |
| 2017 | 1.60% | 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% | -0.56% | 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% |
| 2013 | 3.69% | 1.53% | 4.17% | 1.92% | 2.91% | -0.76% | 5.31% | -2.41% | 2.10% | 3.23% | 3.48% | -1.95% | 25.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AWEIX is 54, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
CIBC Atlas Disciplined Equity Fund provided a 0.72% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.22 | $0.15 | $0.16 | $0.19 | $0.32 | $0.16 | $0.15 | $0.15 | $0.13 | $0.13 |
Dividend yield | 0.72% | 0.88% | 0.92% | 0.48% | 0.59% | 0.81% | 1.80% | 0.81% | 0.91% | 0.98% | 0.80% | 0.89% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2013 | $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.
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 0.56%.
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 |
| -28.54% | Dec 13, 2021 | 210 | Oct 12, 2022 | 486 | Sep 19, 2024 | 696 |
| -23.76% | Oct 2, 2018 | 58 | Dec 24, 2018 | 214 | Oct 30, 2019 | 272 |
| -18.23% | Jul 20, 2015 | 144 | Feb 11, 2016 | 208 | Dec 7, 2016 | 352 |
Volatility
Volatility Chart
The current CIBC Atlas Disciplined Equity Fund volatility is 3.59%, 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.