AWEIX vs. VSMPX
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWEIX or VSMPX.
Key characteristics
AWEIX | VSMPX | |
---|---|---|
YTD Return | 5.66% | 5.94% |
1Y Return | 22.54% | 25.61% |
3Y Return (Ann) | 5.48% | 6.43% |
5Y Return (Ann) | 11.34% | 12.51% |
Sharpe Ratio | 1.96 | 2.05 |
Daily Std Dev | 11.11% | 12.12% |
Max Drawdown | -55.48% | -34.97% |
Current Drawdown | -2.66% | -3.71% |
Correlation
The correlation between AWEIX and VSMPX is 0.97, 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. VSMPX - Performance Comparison
The year-to-date returns for both investments are quite close, with AWEIX having a 5.66% return and VSMPX slightly higher at 5.94%. 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. VSMPX - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
AWEIX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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. VSMPX - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 4.47%, more than VSMPX's 1.41% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
CIBC Atlas Disciplined Equity Fund | 4.47% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% | 4.36% | 0.89% |
Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.41% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% | 0.00% |
Drawdowns
AWEIX vs. VSMPX - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -55.48%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for AWEIX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
AWEIX vs. VSMPX - Volatility Comparison
CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) have volatilities of 4.02% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.