CIBC Atlas All Cap Growth Fund (AWGIX)
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
| ISIN | US00769G1702 |
|---|---|
| CUSIP | 00769G170 |
| Issuer | CIBC Private Wealth Management |
| Inception Date | Sep 28, 2007 |
| Category | Large Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
AWGIX has a high expense ratio of 0.96%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: AWGIX vs. AWYIX, AWGIX vs. AWEIX, AWGIX vs. DGSIX, AWGIX vs. DREVX, AWGIX vs. VOO, AWGIX vs. SCHG, AWGIX vs. XLK, AWGIX vs. VSMPX, AWGIX vs. SCHD, AWGIX vs. XMMO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in CIBC Atlas All Cap Growth 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 All Cap Growth Fund had a return of 27.06% year-to-date (YTD) and 38.01% in the last 12 months. Over the past 10 years, CIBC Atlas All Cap Growth Fund had an annualized return of 4.23%, while the S&P 500 had an annualized return of 11.31%, indicating that CIBC Atlas All Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 27.06% | 24.72% |
| 1 month | -0.05% | 2.30% |
| 6 months | 12.52% | 12.31% |
| 1 year | 38.01% | 32.12% |
| 5 years (annualized) | 7.45% | 13.81% |
| 10 years (annualized) | 4.23% | 11.31% |
Monthly Returns
The table below presents the monthly returns of AWGIX, 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 | 4.27% | 7.44% | 1.13% | -5.47% | 4.23% | 4.68% | 0.02% | 5.13% | 1.22% | -1.72% | 27.06% | ||
| 2023 | 5.95% | -2.08% | 1.71% | 2.09% | 2.62% | 9.01% | 1.54% | 0.35% | -5.85% | -3.54% | 14.72% | 4.65% | 33.87% |
| 2022 | -11.46% | -0.98% | 1.59% | -11.12% | -1.48% | -8.57% | 9.19% | -3.85% | -8.48% | 6.16% | 3.46% | -12.59% | -34.22% |
| 2021 | -2.00% | 2.45% | -0.09% | 7.55% | -1.19% | 3.56% | 3.86% | 4.73% | -5.88% | 8.90% | -0.14% | -8.51% | 12.46% |
| 2020 | 2.68% | -6.42% | -12.87% | 13.54% | 7.73% | 3.46% | 8.82% | 6.02% | -2.39% | -2.53% | 7.68% | -3.98% | 20.23% |
| 2019 | 9.41% | 4.46% | 2.97% | 4.36% | -3.73% | 6.96% | 2.35% | 0.69% | -2.50% | 1.43% | 3.29% | -7.29% | 23.40% |
| 2018 | 9.67% | -1.67% | -0.83% | 1.14% | 4.85% | 1.40% | 1.41% | 6.60% | 0.87% | -11.16% | 1.10% | -24.68% | -15.17% |
| 2017 | 4.50% | 3.48% | 2.42% | 3.71% | 3.02% | -0.22% | 1.99% | 0.57% | 1.73% | 4.14% | 4.17% | -10.89% | 19.10% |
| 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% | -7.74% |
| 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% | -2.47% |
| 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% | -13.73% |
| 2013 | 4.77% | 0.94% | 3.36% | -0.29% | 1.07% | -1.35% | 6.87% | 0.77% | 6.22% | 3.44% | 2.52% | 2.59% | 35.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AWGIX is 52, 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 All Cap Growth Fund (AWGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
CIBC Atlas All Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.00 | $0.00 |
Dividend yield | 0.00% | 0.00% |
Monthly 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.
| 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 |
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 All Cap Growth 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 All Cap Growth Fund was 52.77%, occurring on Mar 9, 2009. Recovery took 462 trading sessions.
The current CIBC Atlas All Cap Growth Fund drawdown is 3.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.77% | Dec 27, 2007 | 300 | Mar 9, 2009 | 462 | Jan 5, 2011 | 762 |
| -42.85% | Nov 22, 2021 | 277 | Dec 28, 2022 | 467 | Nov 6, 2024 | 744 |
| -40.09% | Oct 1, 2018 | 371 | Mar 23, 2020 | 108 | Aug 25, 2020 | 479 |
| -31.49% | Mar 5, 2014 | 487 | Feb 8, 2016 | 449 | Nov 16, 2017 | 936 |
| -25.18% | Jul 8, 2011 | 61 | Oct 3, 2011 | 443 | Jul 11, 2013 | 504 |
Volatility
Volatility Chart
The current CIBC Atlas All Cap Growth Fund volatility is 6.22%, 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.