AWIIX vs. VFIDX
Compare and contrast key facts about CIBC Atlas Income Opportunities Fund (AWIIX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWIIX or VFIDX.
Correlation
The correlation between AWIIX and VFIDX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AWIIX vs. VFIDX - Performance Comparison
Key characteristics
AWIIX:
1.00
VFIDX:
1.46
AWIIX:
1.33
VFIDX:
2.17
AWIIX:
1.19
VFIDX:
1.26
AWIIX:
1.16
VFIDX:
0.57
AWIIX:
3.59
VFIDX:
4.19
AWIIX:
2.17%
VFIDX:
1.85%
AWIIX:
7.77%
VFIDX:
5.32%
AWIIX:
-27.07%
VFIDX:
-22.52%
AWIIX:
-3.61%
VFIDX:
-5.77%
Returns By Period
In the year-to-date period, AWIIX achieves a 1.97% return, which is significantly lower than VFIDX's 2.29% return. Over the past 10 years, AWIIX has outperformed VFIDX with an annualized return of 7.04%, while VFIDX has yielded a comparatively lower 1.95% annualized return.
AWIIX
1.97%
-0.25%
-0.58%
7.01%
7.61%
7.04%
VFIDX
2.29%
1.93%
1.08%
6.72%
-0.08%
1.95%
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AWIIX vs. VFIDX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is higher than VFIDX's 0.10% expense ratio.
Risk-Adjusted Performance
AWIIX vs. VFIDX — Risk-Adjusted Performance Rank
AWIIX
VFIDX
AWIIX vs. VFIDX - Risk-Adjusted Performance 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.
Dividends
AWIIX vs. VFIDX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 2.40%, less than VFIDX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 2.40% | 2.45% | 2.27% | 2.27% | 1.70% | 1.78% | 2.31% | 2.70% | 2.36% | 2.84% | 3.21% | 1.44% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.24% | 4.65% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% |
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 -22.52%. Use the drawdown chart below to compare losses from any high point for AWIIX and VFIDX. For additional features, visit the drawdowns tool.
Volatility
AWIIX vs. VFIDX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 1.96% compared to Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) at 1.35%. 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.