CIBC Atlas Equity Income Fund (AWYIX)
The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.
Fund Info
| ISIN | US00769G1546 |
|---|---|
| CUSIP | 00769G154 |
| Issuer | CIBC Private Wealth Management |
| Inception Date | Apr 30, 2010 |
| Category | Large Cap Growth Equities |
| 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.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
CIBC Atlas Equity Income Fund had a return of 22.63% year-to-date (YTD) and 33.08% in the last 12 months. Over the past 10 years, CIBC Atlas Equity Income Fund had an annualized return of 8.30%, while the S&P 500 had an annualized return of 11.31%, indicating that CIBC Atlas Equity Income Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.63% | 24.72% |
| 1 month | 0.42% | 2.30% |
| 6 months | 11.70% | 12.31% |
| 1 year | 33.08% | 32.12% |
| 5 years (annualized) | 9.44% | 13.81% |
| 10 years (annualized) | 8.30% | 11.31% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.70% | 3.87% | 3.19% | -3.68% | 5.00% | 1.74% | 2.65% | 4.81% | 0.83% | -0.99% | 22.63% | ||
| 2023 | 4.66% | -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% |
| 2021 | 0.90% | 1.82% | 3.98% | 4.71% | 1.51% | 1.14% | 3.02% | 2.88% | -4.36% | 8.82% | -1.86% | -1.34% | 22.65% |
| 2020 | 0.16% | -7.39% | -13.39% | 12.29% | 4.62% | 0.52% | 4.64% | 4.46% | -2.83% | -2.65% | 11.07% | -1.85% | 6.93% |
| 2019 | 6.43% | 3.10% | 1.87% | 3.93% | -3.76% | 5.76% | 3.52% | 1.48% | 1.05% | 1.99% | 2.39% | 0.12% | 31.26% |
| 2018 | 5.24% | -4.67% | -2.33% | 0.44% | 2.49% | 0.25% | 4.65% | 3.65% | 0.73% | -5.88% | 2.50% | -12.69% | -6.94% |
| 2017 | 2.27% | 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% | -1.06% | 2.74% | -2.79% | 1.13% | 2.69% | -2.17% | 7.32% |
| 2013 | 6.96% | 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 risk-adjusted rank of AWYIX is 83, placing it in the top 17% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
CIBC Atlas Equity Income Fund provided a 1.19% 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.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.19% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.21 | $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.
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 1.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.79% | Feb 18, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -23.55% | Jun 23, 2015 | 162 | Feb 11, 2016 | 255 | Feb 15, 2017 | 417 |
| -23.13% | Nov 26, 2021 | 221 | Oct 12, 2022 | 366 | Mar 28, 2024 | 587 |
| -20.98% | Sep 24, 2018 | 64 | Dec 24, 2018 | 130 | Jul 2, 2019 | 194 |
| -17.18% | Apr 29, 2011 | 70 | Aug 8, 2011 | 102 | Jan 3, 2012 | 172 |
Volatility
Volatility Chart
The current CIBC Atlas Equity Income Fund volatility is 3.24%, 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.