AWEIX vs. AWYIX
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and CIBC Atlas Equity Income Fund (AWYIX).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWEIX or AWYIX.
Key characteristics
| AWEIX | AWYIX | |
|---|---|---|
| YTD Return | 22.05% | 22.63% |
| 1Y Return | 25.15% | 33.08% |
| 3Y Return (Ann) | 1.82% | 4.54% |
| 5Y Return (Ann) | 9.47% | 9.44% |
| 10Y Return (Ann) | 8.77% | 8.30% |
| Sharpe Ratio | 2.19 | 3.00 |
| Sortino Ratio | 2.87 | 4.08 |
| Omega Ratio | 1.41 | 1.54 |
| Calmar Ratio | 1.56 | 2.29 |
| Martin Ratio | 13.46 | 20.56 |
| Ulcer Index | 1.88% | 1.61% |
| Daily Std Dev | 11.56% | 11.06% |
| Max Drawdown | -55.48% | -35.79% |
| Current Drawdown | -0.56% | -1.50% |
Correlation
The correlation between AWEIX and AWYIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AWEIX vs. AWYIX - Performance Comparison
The year-to-date returns for both investments are quite close, with AWEIX having a 22.05% return and AWYIX slightly higher at 22.63%. Over the past 10 years, AWEIX has outperformed AWYIX with an annualized return of 8.77%, while AWYIX has yielded a comparatively lower 8.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWEIX vs. AWYIX - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is lower than AWYIX's 0.95% expense ratio.
Risk-Adjusted Performance
AWEIX vs. AWYIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) 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.
Dividends
AWEIX vs. AWYIX - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 0.72%, less than AWYIX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | 0.72% | 0.88% | 0.92% | 0.48% | 0.59% | 0.81% | 1.80% | 0.81% | 0.91% | 0.98% | 0.80% | 0.89% |
AWYIX CIBC Atlas Equity Income Fund | 1.19% | 1.80% | 1.76% | 0.93% | 1.47% | 0.95% | 1.31% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
Drawdowns
AWEIX vs. AWYIX - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -55.48%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for AWEIX and AWYIX. For additional features, visit the drawdowns tool.
Volatility
AWEIX vs. AWYIX - Volatility Comparison
CIBC Atlas Disciplined Equity Fund (AWEIX) has a higher volatility of 3.59% compared to CIBC Atlas Equity Income Fund (AWYIX) at 3.24%. This indicates that AWEIX'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.