PortfoliosLab logo
AWEIX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AWEIX and BRK-B is 0.64, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in CIBC Atlas Disciplined Equity Fund (AWEIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%December2025FebruaryMarchAprilMay
255.21%
761.68%
AWEIX
BRK-B

Key characteristics

Sharpe Ratio

AWEIX:

0.05

BRK-B:

1.49

Sortino Ratio

AWEIX:

0.19

BRK-B:

2.04

Omega Ratio

AWEIX:

1.03

BRK-B:

1.30

Calmar Ratio

AWEIX:

0.04

BRK-B:

3.33

Martin Ratio

AWEIX:

0.12

BRK-B:

8.46

Ulcer Index

AWEIX:

6.91%

BRK-B:

3.46%

Daily Std Dev

AWEIX:

18.27%

BRK-B:

19.68%

Max Drawdown

AWEIX:

-55.48%

BRK-B:

-53.86%

Current Drawdown

AWEIX:

-13.21%

BRK-B:

-4.00%

Returns By Period

In the year-to-date period, AWEIX achieves a -4.50% return, which is significantly lower than BRK-B's 14.33% return. Over the past 10 years, AWEIX has underperformed BRK-B with an annualized return of 7.16%, while BRK-B has yielded a comparatively higher 13.36% annualized return.


AWEIX

YTD

-4.50%

1M

8.63%

6M

-11.14%

1Y

-0.19%

5Y*

7.79%

10Y*

7.16%

BRK-B

YTD

14.33%

1M

5.68%

6M

10.52%

1Y

27.60%

5Y*

24.10%

10Y*

13.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AWEIX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AWEIX
The Risk-Adjusted Performance Rank of AWEIX is 2121
Overall Rank
The Sharpe Ratio Rank of AWEIX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of AWEIX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of AWEIX is 2020
Omega Ratio Rank
The Calmar Ratio Rank of AWEIX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of AWEIX is 2020
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9191
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8686
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current AWEIX Sharpe Ratio is 0.05, which is lower than the BRK-B Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of AWEIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.05
1.49
AWEIX
BRK-B

Dividends

AWEIX vs. BRK-B - Dividend Comparison

AWEIX's dividend yield for the trailing twelve months is around 6.69%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
AWEIX
CIBC Atlas Disciplined Equity Fund
6.69%6.39%4.72%4.13%7.09%2.52%2.08%8.91%2.68%1.49%5.46%4.36%
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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.21%
-4.00%
AWEIX
BRK-B

Volatility

AWEIX vs. BRK-B - Volatility Comparison

CIBC Atlas Disciplined Equity Fund (AWEIX) has a higher volatility of 10.56% compared to Berkshire Hathaway Inc. (BRK-B) at 9.63%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.56%
9.63%
AWEIX
BRK-B