AWIIX vs. VFIDX
AWIIX (CIBC Atlas Income Opportunities Fund) and VFIDX (Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares) are both mutual funds - AWIIX is a Diversified Portfolio fund managed by CIBC Private Wealth Management, while VFIDX is a Total Bond Market fund tracking the Bloomberg U.S. 5-10 Year Credit Bond Index. Over the past 10 years, AWIIX returned 7.82%/yr vs 2.48%/yr for VFIDX. Their 0.14 correlation means their historical movements had little consistent relationship. AWIIX charges 0.69%/yr vs 0.09%/yr for VFIDX.
Performance
AWIIX vs. VFIDX - Performance Comparison
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Returns By Period
In the year-to-date period, AWIIX achieves a 1.97% return, which is significantly higher than VFIDX's -0.87% return. Over the past 10 years, AWIIX has outperformed VFIDX with an annualized return of 7.82%, while VFIDX has yielded a comparatively lower 2.48% annualized return.
AWIIX
- 1D
- 0.73%
- 1M
- 0.67%
- 6M
- 1.97%
- YTD
- 1.97%
- 1Y
- 6.70%
- 3Y*
- 6.58%
- 5Y*
- 4.27%
- 10Y*
- 7.82%
- ALL TIME*
- 7.17%
VFIDX
- 1D
- 0.12%
- 1M
- -1.37%
- 6M
- -0.95%
- YTD
- -0.87%
- 1Y
- 2.14%
- 3Y*
- 5.55%
- 5Y*
- 0.70%
- 10Y*
- 2.48%
- ALL TIME*
- 4.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AWIIX vs. VFIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 1.97% | 7.20% | 7.10% | 15.07% | -14.79% | 18.62% | 11.92% | 23.32% | -3.53% | 13.79% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -0.87% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | -0.44% | 4.28% |
Correlation
The correlation between AWIIX and VFIDX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.14 |
Over the past year, AWIIX and VFIDX have become more correlated (0.51) than their long-term average of 0.14, meaning their price movements have been converging.
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Return for Risk
AWIIX vs. VFIDX — Risk / Return Rank
AWIIX
VFIDX
AWIIX vs. VFIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AWIIX | VFIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.02 | -0.03 |
| Martin ratioReturn relative to average drawdown | 3.91 | 2.96 | +0.95 |
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Drawdowns
AWIIX vs. VFIDX - Drawdown Comparison
The maximum AWIIX drawdown since its inception was -27.07%, which is greater than VFIDX's maximum drawdown of -20.14%. Use the drawdown chart below to compare losses from any high point for AWIIX and VFIDX.
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Drawdown Indicators
| AWIIX | VFIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.07% | -20.14% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -5.91% | -3.34% | -2.57% |
Max Drawdown (3Y)Largest decline over 3 years | -12.34% | -5.40% | -6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -20.06% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -27.07% | -20.14% | -6.93% |
Current DrawdownCurrent decline from peak | -0.53% | -2.34% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -2.60% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 1.15% | +0.35% |
Volatility
AWIIX vs. VFIDX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 1.99% compared to Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) at 1.01%. This indicates that AWIIX's price experiences larger fluctuations and is considered to be riskier than VFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWIIX | VFIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 1.01% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 5.33% | 3.34% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.89% | 4.15% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 6.40% | +4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.39% | 5.20% | +6.19% |
AWIIX vs. VFIDX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is higher than VFIDX's 0.09% expense ratio.
Dividends
AWIIX vs. VFIDX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 12.42%, more than VFIDX's 4.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 12.42% | 12.46% | 2.45% | 2.27% | 2.27% | 3.80% | 1.77% | 2.30% | 3.15% | 2.37% | 2.83% | 3.22% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.76% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
Frequently Asked Questions
AWIIX and VFIDX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWIIX has higher volatility (1.99%) compared to VFIDX (1.01%). In terms of maximum drawdown, AWIIX dropped -27.07% vs VFIDX's -20.14%.
AWIIX currently has the higher Sharpe Ratio (0.85 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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