AWIIX vs. PRPFX
Compare and contrast key facts about CIBC Atlas Income Opportunities Fund (AWIIX) and Permanent Portfolio Permanent Portfolio (PRPFX).
AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWIIX or PRPFX.
Correlation
The correlation between AWIIX and PRPFX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AWIIX vs. PRPFX - Performance Comparison
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Key characteristics
AWIIX:
0.73
PRPFX:
1.79
AWIIX:
1.12
PRPFX:
2.44
AWIIX:
1.16
PRPFX:
1.34
AWIIX:
0.82
PRPFX:
2.53
AWIIX:
3.58
PRPFX:
8.72
AWIIX:
2.18%
PRPFX:
2.37%
AWIIX:
10.43%
PRPFX:
11.75%
AWIIX:
-27.07%
PRPFX:
-31.23%
AWIIX:
-1.87%
PRPFX:
0.00%
Returns By Period
In the year-to-date period, AWIIX achieves a 0.51% return, which is significantly lower than PRPFX's 10.30% return. Over the past 10 years, AWIIX has outperformed PRPFX with an annualized return of 7.48%, while PRPFX has yielded a comparatively lower 5.82% annualized return.
AWIIX
0.51%
4.09%
-0.07%
7.59%
9.98%
7.48%
PRPFX
10.30%
5.66%
6.86%
20.87%
11.94%
5.82%
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AWIIX vs. PRPFX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is lower than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
AWIIX vs. PRPFX — Risk-Adjusted Performance Rank
AWIIX
PRPFX
AWIIX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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.
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Dividends
AWIIX vs. PRPFX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 1.84%, more than PRPFX's 0.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 1.84% | 2.45% | 2.27% | 2.27% | 1.70% | 1.78% | 2.31% | 2.70% | 2.36% | 2.84% | 3.21% | 1.44% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.86% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
AWIIX vs. PRPFX - Drawdown Comparison
The maximum AWIIX drawdown since its inception was -27.07%, smaller than the maximum PRPFX drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for AWIIX and PRPFX. For additional features, visit the drawdowns tool.
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Volatility
AWIIX vs. PRPFX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 3.09% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 2.29%. This indicates that AWIIX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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