CIBC Atlas Mid Cap Equity Fund (AWMIX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts ("ADRs"). It may invest up to 25% of its net assets in foreign securities, including ADRs.
Fund Info
US00769G4771
00769G477
Jun 27, 2014
$250,000
Mid-Cap
Growth
Expense Ratio
AWMIX features an expense ratio of 0.83%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in CIBC Atlas Mid Cap Equity 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 Mid Cap Equity Fund had a return of 1.38% year-to-date (YTD) and 6.97% in the last 12 months. Over the past 10 years, CIBC Atlas Mid Cap Equity Fund had an annualized return of 6.34%, while the S&P 500 had an annualized return of 11.24%, indicating that CIBC Atlas Mid Cap Equity Fund did not perform as well as the benchmark.
AWMIX
1.38%
-9.54%
-3.79%
6.97%
2.00%
6.34%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of AWMIX, 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 | -0.16% | 6.83% | 3.05% | -6.55% | 1.97% | 1.68% | -1.15% | 2.33% | 1.58% | -0.29% | 8.84% | -12.30% | 4.16% |
| 2023 | 7.08% | -1.03% | 0.69% | -1.37% | -0.58% | 7.70% | 2.28% | -3.13% | -5.30% | -5.72% | 11.33% | 3.19% | 14.53% |
| 2022 | -11.34% | -3.73% | 2.42% | -8.71% | 0.35% | -8.19% | 10.74% | -3.10% | -7.85% | 5.93% | 5.66% | -7.61% | -24.83% |
| 2021 | -3.08% | 3.53% | 2.33% | 4.55% | -1.43% | 3.75% | 3.66% | 2.23% | -4.52% | 5.77% | -2.87% | -5.18% | 8.19% |
| 2020 | -0.23% | -6.72% | -16.94% | 13.50% | 7.32% | -0.18% | 7.20% | 2.85% | -2.21% | -1.87% | 12.80% | 2.97% | 15.48% |
| 2019 | 10.19% | 5.74% | 1.52% | 3.65% | -5.35% | 7.18% | 1.55% | -1.95% | -0.31% | 1.69% | 5.22% | 1.87% | 34.57% |
| 2018 | 5.61% | -3.81% | -1.06% | -1.15% | 1.74% | 1.21% | 3.09% | 2.66% | 0.80% | -8.70% | 3.54% | -9.62% | -6.76% |
| 2017 | 2.09% | 3.32% | 0.66% | 0.74% | 1.79% | -0.16% | 1.04% | 0.32% | 2.76% | 2.00% | 3.92% | 0.72% | 20.87% |
| 2016 | -6.62% | 0.10% | 7.46% | 0.89% | 1.77% | -1.65% | 3.79% | -0.51% | -0.77% | -2.93% | 3.90% | -1.88% | 2.86% |
| 2015 | -0.92% | 7.64% | 1.90% | -1.10% | 3.09% | -1.33% | 0.34% | -4.88% | -3.27% | 5.03% | 0.44% | -3.12% | 3.14% |
| 2014 | 0.30% | -1.50% | 4.55% | -2.32% | 4.46% | 3.61% | -0.73% | 8.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AWMIX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for CIBC Atlas Mid Cap Equity Fund (AWMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Mid Cap Equity 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 Mid Cap Equity Fund was 37.53%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current CIBC Atlas Mid Cap Equity Fund drawdown is 18.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.53% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -36.64% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -21.2% | Jun 23, 2015 | 162 | Feb 11, 2016 | 261 | Feb 24, 2017 | 423 |
| -19.66% | Sep 24, 2018 | 64 | Dec 24, 2018 | 45 | Mar 1, 2019 | 109 |
| -8.97% | Sep 19, 2014 | 17 | Oct 13, 2014 | 13 | Oct 30, 2014 | 30 |
Volatility
Volatility Chart
The current CIBC Atlas Mid Cap Equity Fund volatility is 7.97%, 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.