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

Fund Info

ISIN

US00769G1546

CUSIP

00769G154

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 above-average management fees.


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

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%December2025FebruaryMarchAprilMay
269.66%
376.95%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

Returns By Period

CIBC Atlas Equity Income Fund (AWYIX) returned -2.58% year-to-date (YTD) and 6.68% over the past 12 months. Over the past 10 years, AWYIX returned 7.42% annually, underperforming the S&P 500 benchmark at 10.45%.


AWYIX

YTD

-2.58%

1M

4.26%

6M

-7.07%

1Y

6.68%

5Y*

9.87%

10Y*

7.42%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

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
20251.99%0.41%-3.89%-1.83%0.82%-2.58%
20240.70%3.87%3.19%-3.68%5.00%1.74%2.65%4.81%0.83%-0.99%6.86%-7.26%18.19%
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%-3.75%5.76%3.52%1.49%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AWYIX is 53, 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 5353
Overall Rank
The Sharpe Ratio Rank of AWYIX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of AWYIX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of AWYIX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of AWYIX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of AWYIX is 4848
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.


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 Equity Income Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.41
  • 5-Year: 0.63
  • 10-Year: 0.42
  • All Time: 0.55

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 Equity Income 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.41
0.44
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

CIBC Atlas Equity Income Fund provided a 5.50% dividend yield over the last twelve months, with an annual payout of $3.18 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.18$3.42$0.96$0.82$0.53$0.69$0.42$0.45$0.78$0.31$0.29$0.53

Dividend yield

5.50%5.77%1.80%1.76%0.93%1.47%0.95%1.31%2.09%0.95%0.95%1.61%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.25$0.00$0.00$0.11$0.00$0.00$0.21$0.00$0.00$2.85$3.42
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$0.13$0.00$0.00$0.03$0.00$0.00$0.09$0.00$0.00$0.28$0.53

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-9.65%
-7.88%
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 9.65%.


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
-18.72%Dec 2, 202487Apr 8, 2025

Volatility

Volatility Chart

The current CIBC Atlas Equity Income Fund volatility is 5.79%, 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%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.79%
6.82%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)