AWIIX vs. BERIX
Compare and contrast key facts about CIBC Atlas Income Opportunities Fund (AWIIX) and Chartwell Income Fund (BERIX).
AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
AWIIX vs. BERIX - Performance Comparison
Loading graphics...
AWIIX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | -5.21% | 7.20% | 7.10% | 15.07% | -14.79% | 18.62% | 11.92% | 23.32% | -3.53% | 13.79% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, AWIIX achieves a -5.21% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, AWIIX has outperformed BERIX with an annualized return of 7.82%, while BERIX has yielded a comparatively lower 4.99% annualized return.
AWIIX
- 1D
- -0.35%
- 1M
- -5.78%
- YTD
- -5.21%
- 6M
- -4.76%
- 1Y
- 2.00%
- 3Y*
- 6.24%
- 5Y*
- 4.30%
- 10Y*
- 7.82%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWIIX vs. BERIX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Return for Risk
AWIIX vs. BERIX — Risk / Return Rank
AWIIX
BERIX
AWIIX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and Chartwell Income Fund (BERIX). 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.
| AWIIX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 2.54 | -2.28 |
Sortino ratioReturn per unit of downside risk | 0.43 | 3.26 | -2.83 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.52 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 4.62 | -4.38 |
Martin ratioReturn relative to average drawdown | 1.05 | 17.20 | -16.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWIIX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 2.54 | -2.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.84 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.84 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.07 | -0.47 |
Correlation
The correlation between AWIIX and BERIX is 0.71, 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
AWIIX vs. BERIX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 13.15%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 13.15% | 12.46% | 2.45% | 2.27% | 2.27% | 3.80% | 1.77% | 2.30% | 3.15% | 2.37% | 2.83% | 3.22% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
AWIIX vs. BERIX - Drawdown Comparison
The maximum AWIIX drawdown since its inception was -27.07%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for AWIIX and BERIX.
Loading graphics...
Drawdown Indicators
| AWIIX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -20.34% | -6.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -2.95% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -15.73% | -4.17% |
Max Drawdown (10Y)Largest decline over 10 years | -27.07% | -20.34% | -6.73% |
Current DrawdownCurrent decline from peak | -6.24% | -1.25% | -4.99% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -2.60% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.79% | +0.93% |
Volatility
AWIIX vs. BERIX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 2.56% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that AWIIX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWIIX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 1.47% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 5.04% | 4.28% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 5.38% | +4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 5.94% | +4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.40% | 6.00% | +5.40% |