AWGIX vs. SPY
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and State Street SPDR S&P 500 ETF (SPY).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
AWGIX vs. SPY - Performance Comparison
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AWGIX vs. SPY - 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% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, AWGIX achieves a -12.17% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, AWGIX has underperformed SPY with an annualized return of 10.10%, while SPY has yielded a comparatively higher 13.98% annualized return.
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%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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AWGIX vs. SPY - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
AWGIX vs. SPY — Risk / Return Rank
AWGIX
SPY
AWGIX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.93 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.45 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.53 | -1.64 |
Martin ratioReturn relative to average drawdown | -0.40 | 7.30 | -7.70 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.93 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.69 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.56 | -0.27 |
Correlation
The correlation between AWGIX and SPY is 0.88, 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. SPY - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 6.42%, more than SPY's 1.14% 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% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
AWGIX vs. SPY - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.83%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AWGIX and SPY.
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Drawdown Indicators
| AWGIX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.83% | -55.19% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -12.05% | -5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -24.50% | -9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -33.72% | -0.75% |
Current DrawdownCurrent decline from peak | -20.09% | -6.24% | -13.85% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -9.09% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 2.52% | +2.63% |
Volatility
AWGIX vs. SPY - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 5.74% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWGIX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 5.31% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 9.47% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 19.05% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 17.06% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 17.92% | +3.09% |