- ISIN
- US00769G1702
- CUSIP
- 00769G170
- Inception Date
- Sep 28, 2007
- Category
- Large Cap Growth Equities
- Min. Investment
- $250,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
AWGIX Performance Chart
CIBC Atlas All Cap Growth Fund (AWGIX) is up 9.5% since the beginning of the year. AWGIX is currently trading at $42 per share. Investors who bought $1,000 worth of AWGIX shares 5 years ago would now be looking at an investment worth $1,471.
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Returns By Period
CIBC Atlas All Cap Growth Fund (AWGIX) has returned 9.49% so far this year and 12.86% over the past 12 months. Over the last ten years, AWGIX has returned 12.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
CIBC Atlas All Cap Growth Fund
- 1D
- 1.67%
- 1M
- 3.59%
- YTD
- 9.49%
- 6M
- 8.52%
- 1Y
- 12.86%
- 3Y*
- 15.07%
- 5Y*
- 8.02%
- 10Y*
- 12.16%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.15%
- 1Y
- 24.03%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AWGIX Monthly Returns History
Based on dividend-adjusted daily data since Oct 1, 2007, AWGIX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +14.7%, while the worst month was Oct 2008 at -16.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 9 months.
On a daily basis, AWGIX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.3%, 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 | -0.52% | -1.05% | -7.32% | 13.11% | 5.27% | 0.79% | 9.49% | ||||||
| 2025 | 2.77% | -2.21% | -7.48% | 2.41% | 8.08% | 5.65% | -0.77% | -0.92% | 1.29% | 2.99% | -2.92% | -2.03% | 6.07% |
| 2024 | 4.27% | 7.44% | 1.13% | -5.47% | 4.23% | 4.68% | 0.02% | 5.13% | 1.22% | -1.72% | 6.04% | -12.49% | 13.44% |
| 2023 | 5.95% | -2.08% | 1.71% | 2.09% | 2.62% | 9.01% | 1.54% | 0.35% | -5.85% | -3.54% | 14.72% | 5.90% | 35.47% |
| 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% | -29.76% |
| 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% | 25.42% |
Benchmark Metrics
CIBC Atlas All Cap Growth Fund has an annualized alpha of -0.66%, beta of 1.00, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since October 01, 2007.
- This fund participated in 105.19% of S&P 500 Index downside but only 99.95% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.00 and R2 of 0.80, 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
- -0.66%
- Beta
- 1.00
- R²
- 0.80
- Upside Capture
- 99.95%
- Downside Capture
- 105.19%
Expense Ratio
AWGIX has a high expense ratio of 0.96%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
AWGIX 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) 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.
| AWGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.78 | -2.05 |
| Martin ratioReturn relative to average drawdown | 2.33 | 12.44 | -10.11 |
Dividends
Dividend History
CIBC Atlas All Cap Growth Fund provided a 5.15% dividend yield over the last twelve months, with an annual payout of $2.17 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.17 | $2.17 | $1.00 | $0.41 | $1.78 | $4.41 | $2.75 | $2.94 | $4.77 |
Dividend yield | 5.15% | 5.64% | 2.60% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $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 | $2.17 | $2.17 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 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 | $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 | $4.41 |
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 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 52.83%, occurring on Mar 9, 2009. Recovery took 462 trading sessions.
The current CIBC Atlas All Cap Growth Fund drawdown is 0.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -52.83%Mar 2009 | 1y 2mo | 1y 10mo | 3y 10dDec 2007 - Jan 2011 |
COVID crash2020 | -34.47%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 |
Bear market2022 | -33.79%Oct 2022 | 10mo 26d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
2016 bear market2016 | -31.49%Feb 2016 | 1y 11mo | 1y 9mo | 3y 8moMar 2014 - Nov 2017 |
2025 selloff2025 | -27.79%Apr 2025 | 4mo 27d | — | 1y 7moNov 2024 - now |
Drawdown Indicators
| AWGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.83% | -56.78% | +3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -9.10% | -8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -27.79% | -18.90% | -8.89% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -25.43% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -33.92% | -0.55% |
Current DrawdownCurrent decline from peak | -0.39% | -1.80% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -10.71% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 2.03% | +3.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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