AWGIX vs. VSMPX
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. 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: AWGIX or VSMPX.
Key characteristics
| AWGIX | VSMPX | |
|---|---|---|
| YTD Return | 27.06% | 25.23% |
| 1Y Return | 38.01% | 34.03% |
| 3Y Return (Ann) | -0.14% | 8.43% |
| 5Y Return (Ann) | 7.45% | 14.98% |
| Sharpe Ratio | 2.15 | 2.75 |
| Sortino Ratio | 2.89 | 3.67 |
| Omega Ratio | 1.39 | 1.51 |
| Calmar Ratio | 1.30 | 4.00 |
| Martin Ratio | 15.25 | 17.57 |
| Ulcer Index | 2.45% | 1.95% |
| Daily Std Dev | 17.36% | 12.47% |
| Max Drawdown | -52.77% | -34.97% |
| Current Drawdown | -3.93% | -1.13% |
Correlation
The correlation between AWGIX and VSMPX is 0.90, 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
AWGIX vs. VSMPX - Performance Comparison
In the year-to-date period, AWGIX achieves a 27.06% return, which is significantly higher than VSMPX's 25.23% return. 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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AWGIX vs. VSMPX - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
AWGIX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) 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
AWGIX vs. VSMPX - Dividend Comparison
AWGIX has not paid dividends to shareholders, while VSMPX's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% |
Drawdowns
AWGIX vs. VSMPX - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.77%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for AWGIX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
AWGIX vs. VSMPX - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 6.22% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 4.01%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.