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CIBC Atlas Equity Income Fund (AWYIX)

Mutual Fund · Currency in USD · Last updated Jan 28, 2023

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

ISINUS00769G1546
CUSIP00769G154
IssuerCIBC Private Wealth Management
Inception DateApr 30, 2010
CategoryLarge Cap Growth Equities
Expense Ratio0.95%
Minimum Investment$250,000
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$48.56
Year Range$44.19 - $54.37
EMA (50)$47.60
EMA (200)$48.76

AWYIXShare Price Chart


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AWYIXPerformance

The chart shows the growth of $10,000 invested in CIBC Atlas Equity Income Fund in May 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $35,291 for a total return of roughly 252.91%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%SeptemberOctoberNovemberDecember2023
-2.66%
-1.17%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

AWYIXCompare to other instruments

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

CIBC Atlas Equity Income Fund

AWYIXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD4.39%6.02%
1M4.45%6.30%
6M-2.32%-0.05%
1Y-4.35%-6.42%
5Y9.79%7.22%
10Y9.29%10.51%

AWYIXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-4.54%-2.08%3.82%-6.59%1.07%-6.53%5.98%-2.40%-8.67%6.25%4.37%-5.93%
20210.90%1.82%3.98%4.71%1.51%1.14%3.02%2.88%-4.36%8.82%-1.86%4.19%
20200.16%-7.39%-13.39%12.29%4.62%0.52%4.64%4.46%-2.83%-2.65%11.07%3.48%
20196.43%3.10%1.88%3.93%-3.76%5.76%3.52%1.48%1.05%1.99%2.39%3.03%
20185.24%-4.67%-2.32%0.44%2.49%0.25%4.65%3.65%0.73%-5.88%2.50%-7.93%
20172.27%3.62%0.47%2.58%1.54%0.14%0.76%2.04%0.68%1.77%2.11%-1.11%
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%
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%
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%
20136.96%1.53%3.24%1.74%-1.24%-1.65%3.91%-3.59%4.41%4.78%0.82%-1.18%
20122.62%3.30%0.57%0.27%-7.33%3.57%2.26%0.58%1.10%-0.38%0.34%0.54%
20111.53%5.04%-0.21%3.54%-1.59%-0.87%-1.76%-2.50%-7.01%11.02%0.91%2.46%
2010-3.85%-1.51%8.24%-1.56%6.45%2.85%0.41%3.77%

AWYIXSharpe 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 Equity Income Fund Sharpe ratio is -0.22. 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.


-0.80-0.60-0.40-0.200.000.20SeptemberOctoberNovemberDecember2023
-0.22
-0.27
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

AWYIXDividend History

CIBC Atlas Equity Income Fund granted a 3.09% dividend yield in the last twelve months. The annual payout for that period amounted to $1.50 per share.


PeriodTTM2022202120202019201820172016201520142013201220112010
Dividend$1.50$1.50$3.61$3.22$1.70$2.32$0.78$0.31$0.29$0.53$0.58$0.31$0.32$0.15

Dividend yield

3.09%3.23%6.55%7.56%4.50%8.31%2.73%1.27%1.28%2.20%2.56%1.65%1.84%0.92%

AWYIXMonthly 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.


JanFebMarAprMayJunJulAugSepOctNovDec
2022$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.20$0.00$0.00$0.88
2021$0.00$0.00$0.10$0.00$0.00$0.06$0.00$0.00$0.09$0.00$0.00$3.35
2020$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.09$0.00$0.00$2.98
2019$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$1.52
2018$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.06$0.00$0.00$2.07
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
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
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
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
2013$0.00$0.00$0.10$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.25
2012$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.08
2011$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.06$0.00$0.00$0.10
2010$0.06$0.00$0.00$0.08

AWYIXDrawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023
-11.89%
-15.14%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)

AWYIXWorst Drawdowns

The table below shows the maximum drawdowns of the CIBC Atlas Equity Income 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 Equity Income Fund is 35.79%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.


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
-19.82%Dec 28, 2021200Oct 12, 2022
-17.18%Apr 29, 201170Aug 8, 2011102Jan 3, 2012172
-16.68%Sep 24, 201864Dec 24, 201870Apr 5, 2019134
-10.39%Jul 23, 201458Oct 13, 201429Nov 21, 201487
-10.25%Apr 3, 201243Jun 4, 201270Sep 13, 2012113
-10.03%Jan 29, 201839Mar 23, 201893Aug 6, 2018132
-9%Dec 27, 201325Feb 3, 201480May 29, 2014105
-7.91%Sep 3, 202015Sep 24, 202012Oct 12, 202027

AWYIXVolatility Chart

Current CIBC Atlas Equity Income Fund volatility is 11.62%. 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%SeptemberOctoberNovemberDecember2023
11.62%
16.76%
AWYIX (CIBC Atlas Equity Income Fund)
Benchmark (^GSPC)