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 has an expense ratio of 0.83%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
CIBC Atlas Mid Cap Equity Fund (AWMIX) returned 1.07% year-to-date (YTD) and 6.89% over the past 12 months. Over the past 10 years, AWMIX returned 7.86% annually, underperforming the S&P 500 benchmark at 10.85%.
AWMIX
1.07%
7.05%
-5.82%
6.89%
8.45%
9.01%
7.86%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.89% | -4.83% | -6.86% | 0.60% | 7.05% | 1.07% | |||||||
| 2024 | -0.16% | 6.83% | 3.05% | -6.55% | 1.97% | 1.68% | -1.15% | 2.33% | 1.58% | -0.29% | 8.84% | -6.82% | 10.66% |
| 2023 | 7.08% | -1.03% | 0.69% | -1.37% | -0.58% | 7.70% | 2.27% | -3.12% | -5.30% | -5.72% | 11.33% | 7.79% | 19.63% |
| 2022 | -11.34% | -3.73% | 2.42% | -8.71% | 0.35% | -8.19% | 10.74% | -3.10% | -7.85% | 5.93% | 5.66% | -6.18% | -23.66% |
| 2021 | -3.08% | 3.53% | 2.33% | 4.55% | -1.43% | 3.75% | 3.66% | 2.23% | -4.52% | 5.77% | -2.87% | 5.04% | 19.86% |
| 2020 | -0.23% | -6.72% | -16.94% | 13.50% | 7.32% | -0.18% | 7.20% | 2.85% | -2.21% | -1.87% | 12.80% | 5.55% | 18.38% |
| 2019 | 10.18% | 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% | 0.73% | 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% | -0.58% | 4.22% |
| 2015 | -0.92% | 7.63% | 1.90% | -1.10% | 3.09% | -1.33% | 0.34% | -4.88% | -3.27% | 5.03% | 0.44% | -3.03% | 3.23% |
| 2014 | 0.30% | -1.50% | 4.56% | -2.32% | 4.46% | 3.61% | -0.19% | 8.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AWMIX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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.
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Dividends
Dividend History
CIBC Atlas Mid Cap Equity Fund provided a 6.27% dividend yield over the last twelve months, with an annual payout of $1.24 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.24 | $1.24 | $0.81 | $0.26 | $2.28 | $0.50 | $0.00 | $0.00 | $0.00 | $0.15 | $0.01 | $0.06 |
Dividend yield | 6.27% | 6.34% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.24 |
| 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 | $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 | $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 | $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 | $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 | $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 | $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 | $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 | $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 | $0.01 |
| 2014 | $0.06 | $0.06 |
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 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 7.16%.
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 | 581 | Oct 9, 2024 | 727 |
| -23.61% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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