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CIBC Atlas All Cap Growth Fund (AWGIX)

Mutual Fund · Currency in USD · Last updated Jan 28, 2023

The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The fund's investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100% of its net assets in common stocks, and may also invest in preferred stocks, of U.S. companies. Additionally, the fund may invest up to 30% of its net assets in securities of "foreign issuers." The fund may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.

Fund Info

ISINUS00769G1702
CUSIP00769G170
IssuerCIBC Private Wealth Management
Inception DateSep 28, 2007
CategoryLarge Cap Growth Equities
Expense Ratio0.96%
Minimum Investment$250,000
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$27.30
Year Range$24.87 - $33.75
EMA (50)$26.68
EMA (200)$28.06

AWGIXShare Price Chart


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AWGIXPerformance

The chart shows the growth of $10,000 invested in CIBC Atlas All Cap Growth Fund in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,287 for a total return of roughly 182.87%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%SeptemberOctoberNovemberDecember2023
-4.51%
-1.17%
AWGIX (CIBC Atlas All Cap Growth Fund)
Benchmark (^GSPC)

AWGIXCompare to other instruments

Search for stocks, ETFs, and funds to compare with AWGIX

CIBC Atlas All Cap Growth Fund

AWGIXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD5.45%6.02%
1M5.57%6.30%
6M-3.82%-0.05%
1Y-11.95%-6.42%
5Y8.58%7.22%
10Y7.09%10.51%

AWGIXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-11.46%-0.98%1.59%-11.12%-1.48%-8.57%9.19%-3.85%-8.48%6.15%3.46%-6.66%
2021-2.00%2.45%-0.09%7.55%-1.19%3.56%3.86%4.73%-5.88%8.90%-0.14%2.04%
20202.68%-6.42%-12.87%13.54%7.73%3.46%8.82%6.02%-2.39%-2.53%7.68%3.66%
20199.41%4.46%2.97%4.36%-3.73%6.96%2.35%0.69%-2.50%1.43%3.29%2.26%
20189.67%-1.67%-0.83%1.14%4.85%1.40%1.41%6.60%0.87%-11.16%1.10%-9.42%
20174.50%3.48%2.42%3.71%3.02%-0.22%2.00%0.57%1.73%4.14%4.17%-10.89%
2016-8.18%-3.14%6.00%2.93%3.30%-1.34%4.59%0.53%-0.08%-4.75%1.64%-8.29%
2015-0.39%5.26%-0.26%-2.14%2.82%0.81%4.36%-6.79%-3.36%8.31%0.11%-9.80%
2014-4.69%4.95%-6.75%-4.99%2.85%3.94%-1.40%4.41%-3.00%3.06%0.82%-12.24%
20134.77%0.94%3.36%-0.29%1.07%-1.35%6.87%0.77%6.22%3.44%2.52%2.59%
20127.49%8.48%2.24%0.33%-8.48%-0.05%-3.51%4.62%2.99%-4.68%0.64%0.41%
20111.45%3.93%5.74%2.82%-0.94%0.87%0.66%-6.72%-13.36%8.51%-1.76%-4.06%
2010-8.69%4.39%8.86%0.82%-4.88%-3.91%9.47%-0.75%12.40%5.72%2.85%1.91%

AWGIXSharpe 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 All Cap Growth Fund Sharpe ratio is -0.45. 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.


-1.20-1.00-0.80-0.60-0.40-0.20SeptemberOctoberNovemberDecember2023
-0.45
-0.27
AWGIX (CIBC Atlas All Cap Growth Fund)
Benchmark (^GSPC)

AWGIXDividend History

CIBC Atlas All Cap Growth Fund granted a 6.51% dividend yield in the last twelve months. The annual payout for that period amounted to $1.78 per share.


PeriodTTM20222021202020192018
Dividend$1.78$1.78$4.41$2.75$2.94$4.77

Dividend yield

6.51%6.87%11.96%9.37%12.99%28.70%

AWGIXMonthly Dividends

The table displays the monthly dividend distributions for CIBC Atlas All Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.78
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.41
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.75
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.94
2018$4.77

AWGIXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023
-27.33%
-15.14%
AWGIX (CIBC Atlas All Cap Growth Fund)
Benchmark (^GSPC)

AWGIXWorst Drawdowns

The table below shows the maximum drawdowns of the CIBC Atlas All Cap Growth 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 All Cap Growth Fund is 34.47%, recorded on Mar 23, 2020. It took 74 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.47%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-33.79%Nov 22, 2021226Oct 14, 2022
-31.49%Mar 5, 2014487Feb 8, 2016449Nov 16, 2017936
-25.18%Jul 8, 201161Oct 3, 2011443Jul 11, 2013504
-24.54%Oct 1, 201859Dec 24, 2018113Jun 7, 2019172
-12.83%Apr 26, 201019May 20, 201052Aug 4, 201071
-11.63%Nov 29, 201722Dec 29, 201748Mar 12, 201870
-10.92%Jan 11, 201020Feb 8, 201019Mar 8, 201039
-9.95%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-9.93%Feb 16, 202113Mar 4, 202130Apr 16, 202143

AWGIXVolatility Chart

Current CIBC Atlas All Cap Growth Fund volatility is 15.78%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%SeptemberOctoberNovemberDecember2023
15.78%
16.76%
AWGIX (CIBC Atlas All Cap Growth Fund)
Benchmark (^GSPC)