AWEIX vs. BRK-B
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Berkshire Hathaway Inc. (BRK-B).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWEIX or BRK-B.
Key characteristics
| AWEIX | BRK-B | |
|---|---|---|
| YTD Return | 4.76% | 11.75% |
| 1Y Return | 20.68% | 22.32% |
| 3Y Return (Ann) | 5.19% | 13.19% |
| 5Y Return (Ann) | 11.16% | 12.80% |
| 10Y Return (Ann) | 11.92% | 12.04% |
| Sharpe Ratio | 1.75 | 1.69 |
| Daily Std Dev | 11.13% | 12.26% |
| Max Drawdown | -55.48% | -53.86% |
| Current Drawdown | -3.48% | -5.22% |
Correlation
The correlation between AWEIX and BRK-B is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AWEIX vs. BRK-B - Performance Comparison
In the year-to-date period, AWEIX achieves a 4.76% return, which is significantly lower than BRK-B's 11.75% return. Both investments have delivered pretty close results over the past 10 years, with AWEIX having a 11.92% annualized return and BRK-B not far ahead at 12.04%. 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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Risk-Adjusted Performance
AWEIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and Berkshire Hathaway Inc. (BRK-B). 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. BRK-B - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 4.51%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | 4.51% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% | 4.36% | 0.89% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AWEIX vs. BRK-B - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -55.48%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AWEIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
AWEIX vs. BRK-B - Volatility Comparison
CIBC Atlas Disciplined Equity Fund (AWEIX) has a higher volatility of 3.90% compared to Berkshire Hathaway Inc. (BRK-B) at 3.41%. This indicates that AWEIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.