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
| ISIN | US00769G4771 |
|---|---|
| CUSIP | 00769G477 |
| Issuer | CIBC Private Wealth Management |
| Inception Date | Jun 27, 2014 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $250,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The CIBC Atlas Mid Cap Equity Fund has a high expense ratio of 0.83%, indicating higher-than-average management fees.
Share Price Chart
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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 2.40% year-to-date (YTD) and 15.65% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.40% | 5.05% |
| 1 month | -6.11% | -4.27% |
| 6 months | 20.66% | 18.82% |
| 1 year | 15.65% | 21.22% |
| 5 years (annualized) | 7.88% | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.16% | 6.83% | 3.05% | |||||||||
| 2023 | -5.30% | -5.72% | 11.33% | 7.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
CIBC Atlas Mid Cap Equity Fund(AWMIX)
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
CIBC Atlas Mid Cap Equity Fund granted a 4.24% dividend yield in the last twelve months. The annual payout for that period amounted to $0.81 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.81 | $0.81 | $0.26 | $2.28 | $0.50 | $0.00 | $0.00 | $0.00 | $0.15 | $0.01 | $0.06 |
Dividend yield | 4.24% | 4.34% | 1.57% | 10.46% | 2.48% | 0.00% | 0.00% | 0.00% | 1.34% | 0.09% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for CIBC Atlas Mid Cap Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2014 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 7.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.53% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -29.81% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -21.13% | Jun 23, 2015 | 162 | Feb 11, 2016 | 255 | Feb 15, 2017 | 417 |
| -19.66% | Sep 24, 2018 | 64 | Dec 24, 2018 | 45 | Mar 1, 2019 | 109 |
| -8.97% | Sep 8, 2014 | 26 | Oct 13, 2014 | 13 | Oct 30, 2014 | 39 |
Volatility
Volatility Chart
The current CIBC Atlas Mid Cap Equity Fund volatility is 3.89%, 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.