ADSIX vs. AWYIX
ADSIX (American Century Disciplined Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - ADSIX is a Large Cap Growth Equities fund managed by American Century, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, ADSIX returned 10.34%/yr vs 7.07%/yr for AWYIX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ADSIX charges 0.99%/yr vs 0.95%/yr for AWYIX.
Performance
ADSIX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, ADSIX achieves a 0.22% return, which is significantly lower than AWYIX's 2.82% return.
ADSIX
- 1D
- 0.57%
- 1M
- -1.58%
- 6M
- 1.90%
- YTD
- 0.22%
- 1Y
- 10.65%
- 3Y*
- 18.57%
- 5Y*
- 10.34%
- 10Y*
- 14.87%
- ALL TIME*
- 11.38%
AWYIX
- 1D
- -0.23%
- 1M
- -0.68%
- 6M
- 1.34%
- YTD
- 2.82%
- 1Y
- 8.66%
- 3Y*
- 11.32%
- 5Y*
- 7.07%
- 10Y*
- —
- ALL TIME*
- 11.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ADSIX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 0.22% | 17.24% | 31.19% | 43.07% | -31.44% | 24.46% | 33.28% | 30.00% | -7.71% |
AWYIX CIBC Atlas Equity Income Fund | 2.82% | 7.66% | 18.19% | 16.39% | -15.59% | 29.51% | 12.75% | 35.07% | 1.12% |
Correlation
The correlation between ADSIX and AWYIX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.77 |
Over the past year, the correlation between ADSIX and AWYIX has dropped to 0.44 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
ADSIX vs. AWYIX — Risk / Return Rank
ADSIX
AWYIX
ADSIX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) and CIBC Atlas Equity Income Fund (AWYIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADSIX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.14 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.91 | -0.41 |
| Martin ratioReturn relative to average drawdown | 1.45 | 3.44 | -1.99 |
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Drawdowns
ADSIX vs. AWYIX - Drawdown Comparison
The maximum ADSIX drawdown since its inception was -53.04%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for ADSIX and AWYIX.
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Drawdown Indicators
| ADSIX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.04% | -35.79% | -17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -8.35% | -8.44% |
Max Drawdown (3Y)Largest decline over 3 years | -24.11% | -18.72% | -5.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.49% | -19.82% | -14.67% |
Max Drawdown (10Y)Largest decline over 10 years | -34.49% | — | — |
Current DrawdownCurrent decline from peak | -7.46% | -1.28% | -6.18% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -4.94% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 2.21% | +3.61% |
Volatility
ADSIX vs. AWYIX - Volatility Comparison
American Century Disciplined Growth Fund (ADSIX) has a higher volatility of 5.74% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.77%. This indicates that ADSIX's price experiences larger fluctuations and is considered to be riskier than AWYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADSIX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 2.77% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 7.54% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 10.24% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 14.42% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.19% | 17.75% | +3.44% |
ADSIX vs. AWYIX - Expense Ratio Comparison
ADSIX has a 0.99% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
ADSIX vs. AWYIX - Dividend Comparison
ADSIX's dividend yield for the trailing twelve months is around 13.58%, more than AWYIX's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 13.58% | 13.61% | 43.82% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 1.76% |
AWYIX CIBC Atlas Equity Income Fund | 2.13% | 1.74% | 5.77% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ADSIX and AWYIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADSIX has higher volatility (5.74%) compared to AWYIX (2.77%). In terms of maximum drawdown, ADSIX dropped -53.04% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.74 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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