AWGIX vs. AWEIX

In the year-to-date period, AWGIX achieves a 20.80% return, which is significantly higher than AWEIX's 18.73% return. Over the past 10 years, AWGIX has underperformed AWEIX with an annualized return of 3.56%, while AWEIX has yielded a comparatively higher 8.33% annualized return.

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AWGIX has a 0.96% expense ratio, which is higher than AWEIX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and CIBC Atlas Disciplined Equity Fund (AWEIX). 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 AWGIX Sharpe Ratio is 1.10, which is comparable to the AWEIX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of AWGIX and AWEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AWGIX has not paid dividends to shareholders, while AWEIX's dividend yield for the trailing twelve months is around 0.74%.

The maximum AWGIX drawdown since its inception was -52.77%, roughly equal to the maximum AWEIX drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for AWGIX and AWEIX. For additional features, visit the drawdowns tool.

CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 6.06% compared to CIBC Atlas Disciplined Equity Fund (AWEIX) at 3.29%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than AWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.