PortfoliosLab logo

CIBC Atlas Mid Cap Equity Fund (AWMIX)

Mutual Fund · Currency in USD · Last updated Apr 1, 2023

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.

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in CIBC Atlas Mid Cap Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,552 for a total return of roughly 105.52%. All prices are adjusted for splits and dividends.


80.00%90.00%100.00%110.00%NovemberDecember2023FebruaryMarch
105.52%
109.56%
AWMIX (CIBC Atlas Mid Cap Equity Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AWMIX

CIBC Atlas Mid Cap Equity Fund

Return

CIBC Atlas Mid Cap Equity Fund had a return of 6.72% year-to-date (YTD) and -7.84% in the last 12 months. Over the past 10 years, CIBC Atlas Mid Cap Equity Fund had an annualized return of 8.58%, which was very close to the S&P 500 benchmark's annualized return of 8.82%.


PeriodReturnBenchmark
1 month0.69%3.51%
Year-To-Date6.72%7.03%
6 months11.15%12.88%
1 year-7.84%-10.71%
5 years (annualized)7.61%9.25%
10 years (annualized)8.58%8.82%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20237.08%-1.03%
2022-7.85%5.93%5.66%-6.18%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current CIBC Atlas Mid Cap Equity Fund Sharpe ratio is -0.30. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.30
-0.46
AWMIX (CIBC Atlas Mid Cap Equity Fund)
Benchmark (^GSPC)

Dividend History

CIBC Atlas Mid Cap Equity Fund granted a 1.47% dividend yield in the last twelve months. The annual payout for that period amounted to $0.26 per share.


PeriodTTM202220212020201920182017201620152014
Dividend$0.26$0.26$2.28$0.50$0.00$0.00$0.00$0.15$0.01$0.06

Dividend yield

1.47%1.57%10.63%2.79%0.00%0.00%0.00%1.54%0.10%0.63%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-19.14%
-14.33%
AWMIX (CIBC Atlas Mid Cap Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the CIBC Atlas Mid Cap Equity Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the CIBC Atlas Mid Cap Equity Fund is 37.53%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.53%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-29.81%Nov 17, 2021146Jun 16, 2022
-21.13%Jun 23, 2015162Feb 11, 2016255Feb 15, 2017417
-19.66%Sep 24, 201864Dec 24, 201845Mar 1, 2019109
-8.97%Sep 19, 201417Oct 13, 201413Oct 30, 201430
-8.87%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-8.87%Jan 29, 20189Feb 8, 2018116Jul 26, 2018125
-8.53%Feb 16, 202113Mar 4, 202121Apr 5, 202134
-7.96%Apr 27, 202112May 12, 202131Jun 25, 202143
-7.12%Oct 14, 202013Oct 30, 20204Nov 5, 202017

Volatility Chart

Current CIBC Atlas Mid Cap Equity Fund volatility is 18.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
18.00%
15.42%
AWMIX (CIBC Atlas Mid Cap Equity Fund)
Benchmark (^GSPC)