AWGIX vs. AWYIX

In the year-to-date period, AWGIX achieves a 22.59% return, which is significantly higher than AWYIX's 18.64% return. Over the past 10 years, AWGIX has underperformed AWYIX with an annualized return of 3.81%, while AWYIX has yielded a comparatively higher 7.80% annualized return.

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AWGIX has a 0.96% expense ratio, which is higher than AWYIX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and CIBC Atlas Equity Income Fund (AWYIX). 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 1.30, which is comparable to the AWYIX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of AWGIX and AWYIX, 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 AWYIX's dividend yield for the trailing twelve months is around 1.23%.

The maximum AWGIX drawdown since its inception was -52.77%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for AWGIX and AWYIX. For additional features, visit the drawdowns tool.

CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 6.05% compared to CIBC Atlas Equity Income Fund (AWYIX) at 4.54%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than AWYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.