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 |
| Expense Ratio | 0.96% |
| Minimum Investment | $250,000 |
| Asset Class | Equity |
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.
AWGIXCompare to other instruments
AWGIXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| YTD | 5.45% | 6.02% |
| 1M | 5.57% | 6.30% |
| 6M | -3.82% | -0.05% |
| 1Y | -11.95% | -6.42% |
| 5Y | 8.58% | 7.22% |
| 10Y | 7.09% | 10.51% |
AWGIXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 2020 | 2.68% | -6.42% | -12.87% | 13.54% | 7.73% | 3.46% | 8.82% | 6.02% | -2.39% | -2.53% | 7.68% | 3.66% |
| 2019 | 9.41% | 4.46% | 2.97% | 4.36% | -3.73% | 6.96% | 2.35% | 0.69% | -2.50% | 1.43% | 3.29% | 2.26% |
| 2018 | 9.67% | -1.67% | -0.83% | 1.14% | 4.85% | 1.40% | 1.41% | 6.60% | 0.87% | -11.16% | 1.10% | -9.42% |
| 2017 | 4.50% | 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% |
| 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% |
| 2012 | 7.49% | 8.48% | 2.24% | 0.33% | -8.48% | -0.05% | -3.51% | 4.62% | 2.99% | -4.68% | 0.64% | 0.41% |
| 2011 | 1.45% | 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% |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -33.79% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -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 |
| -24.54% | Oct 1, 2018 | 59 | Dec 24, 2018 | 113 | Jun 7, 2019 | 172 |
| -12.83% | Apr 26, 2010 | 19 | May 20, 2010 | 52 | Aug 4, 2010 | 71 |
| -11.63% | Nov 29, 2017 | 22 | Dec 29, 2017 | 48 | Mar 12, 2018 | 70 |
| -10.92% | Jan 11, 2010 | 20 | Feb 8, 2010 | 19 | Mar 8, 2010 | 39 |
| -9.95% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -9.93% | Feb 16, 2021 | 13 | Mar 4, 2021 | 30 | Apr 16, 2021 | 43 |
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.