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CIBC Atlas Mid Cap Equity Fund (AWMIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US00769G4771

CUSIP

00769G477

Inception Date

Jun 27, 2014

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

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

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

CIBC Atlas Mid Cap Equity Fund (AWMIX) returned -2.20% year-to-date (YTD) and -4.07% over the past 12 months. Over the past 10 years, AWMIX returned 4.97% annually, underperforming the S&P 500 benchmark at 10.46%.


AWMIX

YTD

-2.20%

1M

11.04%

6M

-12.22%

1Y

-4.07%

5Y*

4.32%

10Y*

4.97%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.89%-4.83%-6.86%0.60%3.58%-2.20%
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%
20237.08%-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%
201910.19%5.74%1.52%3.65%-5.35%7.18%1.55%-1.95%-0.31%1.69%5.22%1.87%34.57%
20185.61%-3.81%-1.06%-1.15%1.74%1.21%3.09%2.66%0.80%-8.70%3.54%-9.62%-6.76%
20172.09%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%
20140.30%-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 14, meaning it’s performing worse than 86% 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.


The Risk-Adjusted Performance Rank of AWMIX is 1414
Overall Rank
The Sharpe Ratio Rank of AWMIX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of AWMIX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of AWMIX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of AWMIX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of AWMIX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

CIBC Atlas Mid Cap Equity Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.17
  • 5-Year: 0.20
  • 10-Year: 0.24
  • All Time: 0.31

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of CIBC Atlas Mid Cap Equity Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


CIBC Atlas Mid Cap Equity Fund doesn't pay dividends

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 21.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.53%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-36.64%Nov 17, 2021146Jun 16, 2022
-21.2%Jun 23, 2015162Feb 11, 2016261Feb 24, 2017423
-19.66%Sep 24, 201864Dec 24, 201845Mar 1, 2019109
-8.97%Sep 19, 201417Oct 13, 201413Oct 30, 201430

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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