AWEIX vs. DURPX

In the year-to-date period, AWEIX achieves a -1.06% return, which is significantly lower than DURPX's 1.52% return.

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

AWEIX has a 0.72% expense ratio, which is higher than DURPX's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and DFA US High Relative Profitability Portfolio (DURPX). 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 0.50, which is comparable to the DURPX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of AWEIX and DURPX, 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 6.46%, more than DURPX's 1.17% yield.

The maximum AWEIX drawdown since its inception was -55.48%, which is greater than DURPX's maximum drawdown of -31.02%. Use the drawdown chart below to compare losses from any high point for AWEIX and DURPX.

The current volatility for CIBC Atlas Disciplined Equity Fund (AWEIX) is 4.45%, while DFA US High Relative Profitability Portfolio (DURPX) has a volatility of 5.09%. This indicates that AWEIX experiences smaller price fluctuations and is considered to be less risky than DURPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.