AWIIX vs. CONWX
Compare and contrast key facts about CIBC Atlas Income Opportunities Fund (AWIIX) and Concorde Wealth Management Fund (CONWX).
AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
AWIIX vs. CONWX - Performance Comparison
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AWIIX vs. CONWX - 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% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, AWIIX achieves a -5.21% return, which is significantly lower than CONWX's 8.18% return. Over the past 10 years, AWIIX has underperformed CONWX with an annualized return of 7.82%, while CONWX has yielded a comparatively higher 8.62% 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%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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AWIIX vs. CONWX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
AWIIX vs. CONWX — Risk / Return Rank
AWIIX
CONWX
AWIIX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and Concorde Wealth Management Fund (CONWX). 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 | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.70 | -1.45 |
Sortino ratioReturn per unit of downside risk | 0.43 | 2.36 | -1.93 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.37 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.99 | -1.75 |
Martin ratioReturn relative to average drawdown | 1.05 | 11.30 | -10.24 |
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
| AWIIX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 1.70 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.74 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.78 | -0.19 |
Correlation
The correlation between AWIIX and CONWX is 0.77, 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. CONWX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 13.15%, more than CONWX's 3.41% 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% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
AWIIX vs. CONWX - Drawdown Comparison
The maximum AWIIX drawdown since its inception was -27.07%, roughly equal to the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for AWIIX and CONWX.
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Drawdown Indicators
| AWIIX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -26.09% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -8.60% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -12.49% | -7.41% |
Max Drawdown (10Y)Largest decline over 10 years | -27.07% | -26.09% | -0.98% |
Current DrawdownCurrent decline from peak | -6.24% | -2.03% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -2.78% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.52% | +0.20% |
Volatility
AWIIX vs. CONWX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 2.56% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that AWIIX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWIIX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 2.12% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.04% | 5.43% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 10.70% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 10.26% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.40% | 11.15% | +0.25% |