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CIBC Atlas Equity Income Fund (AWYIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US00769G1546

CUSIP

00769G154

Issuer

CIBC Private Wealth Management

Inception Date

Apr 30, 2010

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

AWYIX has a high expense ratio of 0.95%, indicating higher-than-average management fees.


Expense ratio chart for AWYIX: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%

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.


Popular comparisons:
AWYIX vs. AWEIX AWYIX vs. AWGIX AWYIX vs. DGSIX AWYIX vs. DREVX AWYIX vs. BRK-B AWYIX vs. SCHV AWYIX vs. DFLVX AWYIX vs. VOO AWYIX vs. VSMPX AWYIX vs. SCHD
Popular comparisons:
AWYIX vs. AWEIX AWYIX vs. AWGIX AWYIX vs. DGSIX AWYIX vs. DREVX AWYIX vs. BRK-B AWYIX vs. SCHV AWYIX vs. DFLVX AWYIX vs. VOO AWYIX vs. VSMPX AWYIX vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in CIBC Atlas Equity Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


250.00%300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
275.69%
394.84%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

Returns By Period

CIBC Atlas Equity Income Fund had a return of 17.02% year-to-date (YTD) and 17.90% in the last 12 months. Over the past 10 years, CIBC Atlas Equity Income Fund had an annualized return of 7.74%, while the S&P 500 had an annualized return of 11.01%, indicating that CIBC Atlas Equity Income Fund did not perform as well as the benchmark.


AWYIX

YTD

17.02%

1M

-4.74%

6M

5.50%

1Y

17.90%

5Y*

8.41%

10Y*

7.74%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of AWYIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.70%3.87%3.19%-3.68%5.00%1.74%2.65%4.81%0.83%-0.99%6.86%17.02%
20234.66%-3.20%1.54%1.60%-1.57%4.84%2.66%-2.18%-4.71%-2.33%9.47%5.47%16.38%
2022-4.54%-2.08%3.82%-6.59%1.07%-6.53%5.98%-2.40%-8.66%6.25%4.37%-7.27%-16.79%
20210.90%1.82%3.98%4.71%1.51%1.14%3.02%2.88%-4.36%8.82%-1.86%-1.34%22.65%
20200.16%-7.39%-13.39%12.29%4.62%0.52%4.64%4.46%-2.83%-2.65%11.07%-1.85%6.93%
20196.43%3.10%1.87%3.93%-3.76%5.76%3.52%1.48%1.05%1.99%2.39%0.12%31.26%
20185.24%-4.67%-2.33%0.44%2.49%0.25%4.65%3.65%0.73%-5.88%2.50%-12.69%-6.94%
20172.27%3.62%0.47%2.58%1.54%0.14%0.76%2.04%0.68%1.77%2.11%-1.11%18.13%
2016-6.57%-0.85%6.74%0.61%1.61%1.40%3.00%-1.07%0.05%-1.47%2.89%1.80%7.81%
2015-2.09%5.86%-1.90%0.60%0.98%-1.98%-0.18%-7.18%-4.65%7.79%-0.57%-3.74%-7.73%
2014-2.98%4.79%0.90%-1.10%2.98%2.31%-1.05%2.74%-2.79%1.13%2.69%-2.17%7.32%
20136.96%1.53%3.24%1.74%-1.24%-1.65%3.91%-3.59%4.41%4.78%0.82%-1.18%20.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AWYIX is 71, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AWYIX is 7171
Overall Rank
The Sharpe Ratio Rank of AWYIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of AWYIX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AWYIX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AWYIX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AWYIX is 7575
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 Equity Income Fund (AWYIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AWYIX, currently valued at 1.61, compared to the broader market-1.000.001.002.003.004.001.611.90
The chart of Sortino ratio for AWYIX, currently valued at 2.20, compared to the broader market-2.000.002.004.006.008.0010.002.202.54
The chart of Omega ratio for AWYIX, currently valued at 1.29, compared to the broader market0.501.001.502.002.503.003.501.291.35
The chart of Calmar ratio for AWYIX, currently valued at 2.05, compared to the broader market0.005.0010.0015.002.052.81
The chart of Martin ratio for AWYIX, currently valued at 10.24, compared to the broader market0.0020.0040.0060.0010.2412.39
AWYIX
^GSPC

The current CIBC Atlas Equity Income Fund Sharpe ratio is 1.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of CIBC Atlas Equity Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.61
1.90
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

CIBC Atlas Equity Income Fund provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.77 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.77$0.96$0.82$0.53$0.69$0.42$0.45$0.78$0.31$0.29$0.53$0.58

Dividend yield

1.24%1.80%1.76%0.93%1.47%0.95%1.31%2.09%0.95%0.95%1.61%1.85%

Monthly Dividends

The table displays the monthly dividend distributions for CIBC Atlas Equity Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.25$0.00$0.00$0.11$0.00$0.00$0.21$0.00$0.00$0.00$0.57
2023$0.00$0.00$0.28$0.00$0.00$0.22$0.00$0.00$0.26$0.00$0.00$0.20$0.96
2022$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.20$0.00$0.00$0.20$0.82
2021$0.00$0.00$0.10$0.00$0.00$0.06$0.00$0.00$0.09$0.00$0.00$0.27$0.53
2020$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.09$0.00$0.00$0.45$0.69
2019$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.25$0.42
2018$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.06$0.00$0.00$0.20$0.45
2017$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.06$0.00$0.00$0.56$0.78
2016$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.07$0.00$0.00$0.08$0.31
2015$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.05$0.29
2014$0.00$0.00$0.13$0.00$0.00$0.03$0.00$0.00$0.09$0.00$0.00$0.28$0.53
2013$0.10$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.25$0.58

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.18%
-3.58%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the CIBC Atlas Equity Income 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 Equity Income Fund was 35.79%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.

The current CIBC Atlas Equity Income Fund drawdown is 8.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.79%Feb 18, 202025Mar 23, 2020114Sep 2, 2020139
-23.55%Jun 23, 2015162Feb 11, 2016255Feb 15, 2017417
-23.13%Nov 26, 2021221Oct 12, 2022366Mar 28, 2024587
-20.98%Sep 24, 201864Dec 24, 2018130Jul 2, 2019194
-17.18%Apr 29, 201170Aug 8, 2011102Jan 3, 2012172

Volatility

Volatility Chart

The current CIBC Atlas Equity Income Fund volatility is 4.32%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.32%
3.64%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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