CIBC Atlas Income Opportunities Fund (AWIIX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in income producing securities. The fund invests in a combination of common stock, preferred stock, convertible securities, fixed income securities (including corporate bonds, mortgage-backed and asset-backed securities, U.S. government securities, and money market instruments) and other investment companies (including exchange-traded funds ("ETFs") and closed-end investment companies ("closed-end funds").
Fund Info
| ISIN | US00769G4516 |
|---|---|
| CUSIP | 00769G451 |
| Issuer | CIBC Private Wealth Management |
| Inception Date | Jun 26, 2014 |
| Category | Diversified Portfolio |
| Min. Investment | $250,000 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
AWIIX features an expense ratio of 0.69%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: AWIIX vs. CGJIX, AWIIX vs. VWELX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in CIBC Atlas Income Opportunities 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 Income Opportunities Fund had a return of 12.02% year-to-date (YTD) and 21.21% in the last 12 months. Over the past 10 years, CIBC Atlas Income Opportunities Fund had an annualized return of 7.64%, while the S&P 500 had an annualized return of 11.41%, indicating that CIBC Atlas Income Opportunities Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.02% | 25.70% |
| 1 month | 1.10% | 3.51% |
| 6 months | 8.39% | 14.80% |
| 1 year | 21.21% | 37.91% |
| 5 years (annualized) | 8.09% | 14.18% |
| 10 years (annualized) | 7.64% | 11.41% |
Monthly Returns
The table below presents the monthly returns of AWIIX, 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 | 0.00% | 1.66% | 1.73% | -2.98% | 3.07% | 1.26% | 2.96% | 1.87% | 1.36% | -1.58% | 12.02% | ||
| 2023 | 3.96% | -2.37% | 2.91% | 1.58% | -0.64% | 3.83% | 1.66% | -1.97% | -3.70% | -1.38% | 6.98% | 3.82% | 15.06% |
| 2022 | -4.30% | -1.95% | 1.75% | -6.04% | 0.35% | -6.10% | 7.00% | -3.34% | -7.82% | 4.64% | 5.11% | -3.86% | -14.78% |
| 2021 | -1.42% | 0.51% | 3.52% | 3.34% | 0.61% | 1.65% | 1.92% | 1.75% | -3.26% | 4.77% | -0.06% | 2.01% | 16.14% |
| 2020 | 0.00% | -6.16% | -9.76% | 8.34% | 3.25% | 1.67% | 4.67% | 4.15% | -2.19% | -1.85% | 8.26% | 2.59% | 11.93% |
| 2019 | 5.63% | 2.93% | 1.27% | 3.43% | -3.81% | 4.66% | 0.99% | 0.08% | 1.15% | 0.90% | 1.94% | 2.29% | 23.32% |
| 2018 | 2.37% | -4.03% | -1.25% | 0.82% | 1.90% | 0.16% | 3.57% | 1.55% | 0.39% | -4.33% | 1.60% | -6.26% | -3.96% |
| 2017 | 1.17% | 2.80% | -0.01% | 1.23% | 0.19% | 0.42% | 1.59% | -0.28% | 1.59% | 0.64% | 2.54% | 1.17% | 13.78% |
| 2016 | -3.67% | 1.46% | 5.17% | 2.12% | 0.93% | 1.08% | 3.48% | 1.19% | -0.20% | -1.38% | 1.90% | 1.27% | 13.89% |
| 2015 | -0.20% | 3.48% | -0.69% | 0.29% | 0.19% | -2.60% | -0.70% | -3.43% | -2.92% | 5.22% | -1.03% | -2.44% | -5.07% |
| 2014 | 0.00% | -1.70% | 3.05% | -1.97% | 2.13% | 1.79% | -1.04% | 2.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AWIIX is 80, placing it in the top 20% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
CIBC Atlas Income Opportunities Fund provided a 2.21% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.34 | $0.30 | $0.27 | $0.25 | $0.30 | $0.29 | $0.27 | $0.29 | $0.30 | $0.15 |
Dividend yield | 2.21% | 2.27% | 2.27% | 1.70% | 1.78% | 2.31% | 2.70% | 2.36% | 2.84% | 3.21% | 1.44% |
Monthly Dividends
The table displays the monthly dividend distributions for CIBC Atlas Income Opportunities 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 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.27 | |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.34 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.27 |
| 2016 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.29 |
| 2015 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.30 |
| 2014 | $0.06 | $0.00 | $0.00 | $0.08 | $0.15 |
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 Income Opportunities 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 Income Opportunities Fund was 27.07%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current CIBC Atlas Income Opportunities Fund drawdown is 0.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.07% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -20.48% | Dec 16, 2021 | 209 | Oct 14, 2022 | 359 | Mar 21, 2024 | 568 |
| -15.81% | Apr 16, 2015 | 209 | Feb 11, 2016 | 106 | Jul 14, 2016 | 315 |
| -12.77% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -7.79% | Jan 29, 2018 | 39 | Mar 23, 2018 | 92 | Aug 3, 2018 | 131 |
Volatility
Volatility Chart
The current CIBC Atlas Income Opportunities Fund volatility is 2.09%, 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.