AWEIX vs. POGSX
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Pin Oak Equity (POGSX).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
AWEIX vs. POGSX - Performance Comparison
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AWEIX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | -8.00% | 11.55% | 19.26% | 20.74% | -18.97% | 25.71% | 19.27% | 30.63% | 0.84% | 20.89% |
POGSX Pin Oak Equity | 8.02% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, AWEIX achieves a -8.00% return, which is significantly lower than POGSX's 8.02% return. Over the past 10 years, AWEIX has underperformed POGSX with an annualized return of 11.95%, while POGSX has yielded a comparatively higher 13.32% annualized return.
AWEIX
- 1D
- 2.73%
- 1M
- -5.28%
- YTD
- -8.00%
- 6M
- -6.92%
- 1Y
- 5.75%
- 3Y*
- 12.42%
- 5Y*
- 7.40%
- 10Y*
- 11.95%
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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AWEIX vs. POGSX - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
AWEIX vs. POGSX — Risk / Return Rank
AWEIX
POGSX
AWEIX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and Pin Oak Equity (POGSX). 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.
| AWEIX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 1.85 | -1.50 |
Sortino ratioReturn per unit of downside risk | 0.64 | 2.90 | -2.27 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.42 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.38 | -2.83 |
Martin ratioReturn relative to average drawdown | 1.95 | 13.83 | -11.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AWEIX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 1.85 | -1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.64 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.72 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.30 | +0.21 |
Correlation
The correlation between AWEIX and POGSX is 0.89, 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.
Dividends
AWEIX vs. POGSX - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 15.81%, less than POGSX's 17.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | 15.81% | 14.54% | 6.39% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% |
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
AWEIX vs. POGSX - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -51.13%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for AWEIX and POGSX.
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Drawdown Indicators
| AWEIX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -89.46% | +38.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -10.96% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.38% | -29.81% | +5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -32.92% | -33.05% | +0.13% |
Current DrawdownCurrent decline from peak | -9.50% | -5.97% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -36.91% | +30.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.68% | +0.68% |
Volatility
AWEIX vs. POGSX - Volatility Comparison
CIBC Atlas Disciplined Equity Fund (AWEIX) has a higher volatility of 5.21% compared to Pin Oak Equity (POGSX) at 4.50%. This indicates that AWEIX's price experiences larger fluctuations and is considered to be riskier than POGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWEIX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 4.50% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 13.08% | -3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 19.70% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 17.88% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 18.57% | -0.80% |