AWEIX vs. AWGIX

In the year-to-date period, AWEIX achieves a 20.03% return, which is significantly lower than AWGIX's 22.59% return. Over the past 10 years, AWEIX has outperformed AWGIX with an annualized return of 8.69%, while AWGIX has yielded a comparatively lower 3.81% annualized return.

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AWEIX has a 0.72% expense ratio, which is lower than AWGIX's 0.96% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and CIBC Atlas All Cap Growth Fund (AWGIX). 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.

The current AWEIX Sharpe Ratio is 1.46, which is comparable to the AWGIX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of AWEIX and AWGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AWEIX's dividend yield for the trailing twelve months is around 0.74%, while AWGIX has not paid dividends to shareholders.

The maximum AWEIX drawdown since its inception was -55.48%, which is greater than AWGIX's maximum drawdown of -52.77%. Use the drawdown chart below to compare losses from any high point for AWEIX and AWGIX. For additional features, visit the drawdowns tool.

The current volatility for CIBC Atlas Disciplined Equity Fund (AWEIX) is 3.53%, while CIBC Atlas All Cap Growth Fund (AWGIX) has a volatility of 6.05%. This indicates that AWEIX experiences smaller price fluctuations and is considered to be less risky than AWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.