AWGIX vs. RYGRX
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Rydex S&P 500 Pure Growth Fund (RYGRX).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. RYGRX is managed by Rydex Funds. It was launched on Feb 20, 2004.
Performance
AWGIX vs. RYGRX - Performance Comparison
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AWGIX vs. RYGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | -12.17% | 6.07% | 13.44% | 35.47% | -29.76% | 25.42% | 29.80% | 36.12% | 2.01% | 19.10% |
RYGRX Rydex S&P 500 Pure Growth Fund | -4.70% | 11.00% | 25.73% | 5.80% | -28.71% | 26.61% | 26.34% | 34.13% | -6.28% | 23.74% |
Returns By Period
In the year-to-date period, AWGIX achieves a -12.17% return, which is significantly lower than RYGRX's -4.70% return. Both investments have delivered pretty close results over the past 10 years, with AWGIX having a 10.10% annualized return and RYGRX not far behind at 9.87%.
AWGIX
- 1D
- -1.05%
- 1M
- -10.78%
- YTD
- -12.17%
- 6M
- -13.98%
- 1Y
- 0.19%
- 3Y*
- 10.70%
- 5Y*
- 4.69%
- 10Y*
- 10.10%
RYGRX
- 1D
- -2.32%
- 1M
- -10.45%
- YTD
- -4.70%
- 6M
- -7.22%
- 1Y
- 14.57%
- 3Y*
- 12.18%
- 5Y*
- 4.84%
- 10Y*
- 9.87%
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AWGIX vs. RYGRX - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is lower than RYGRX's 2.26% expense ratio.
Return for Risk
AWGIX vs. RYGRX — Risk / Return Rank
AWGIX
RYGRX
AWGIX vs. RYGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and Rydex S&P 500 Pure Growth Fund (RYGRX). 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.
| AWGIX | RYGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.60 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.00 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.14 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.87 | -0.99 |
Martin ratioReturn relative to average drawdown | -0.40 | 3.49 | -3.89 |
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
| AWGIX | RYGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.60 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.21 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.37 | -0.08 |
Correlation
The correlation between AWGIX and RYGRX is 0.92, 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
AWGIX vs. RYGRX - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 6.42%, more than RYGRX's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 6.42% | 5.64% | 2.60% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% |
RYGRX Rydex S&P 500 Pure Growth Fund | 5.34% | 5.09% | 0.00% | 0.00% | 0.00% | 2.81% | 4.43% | 12.10% | 7.15% | 6.26% | 0.05% | 2.96% |
Drawdowns
AWGIX vs. RYGRX - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.83%, roughly equal to the maximum RYGRX drawdown of -54.22%. Use the drawdown chart below to compare losses from any high point for AWGIX and RYGRX.
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Drawdown Indicators
| AWGIX | RYGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.83% | -54.22% | +1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -13.86% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -36.57% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -36.63% | +2.16% |
Current DrawdownCurrent decline from peak | -20.09% | -11.17% | -8.92% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -9.48% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 3.47% | +1.68% |
Volatility
AWGIX vs. RYGRX - Volatility Comparison
The current volatility for CIBC Atlas All Cap Growth Fund (AWGIX) is 5.74%, while Rydex S&P 500 Pure Growth Fund (RYGRX) has a volatility of 8.03%. This indicates that AWGIX experiences smaller price fluctuations and is considered to be less risky than RYGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWGIX | RYGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 8.03% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 14.52% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 25.02% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 23.26% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 22.66% | -1.65% |