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.
Performance
AWIIX vs. VFIDX - Performance Comparison
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AWIIX vs. VFIDX - 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% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -1.43% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | -0.44% | 4.28% |
Returns By Period
In the year-to-date period, AWIIX achieves a -5.21% return, which is significantly lower than VFIDX's -1.43% return. Over the past 10 years, AWIIX has outperformed VFIDX with an annualized return of 7.82%, while VFIDX has yielded a comparatively lower 2.74% 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%
VFIDX
- 1D
- 0.46%
- 1M
- -2.89%
- YTD
- -1.43%
- 6M
- -0.20%
- 1Y
- 5.19%
- 3Y*
- 5.32%
- 5Y*
- 1.39%
- 10Y*
- 2.74%
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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.
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.
| AWIIX | VFIDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.23 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.77 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.87 | -1.63 |
Martin ratioReturn relative to average drawdown | 1.05 | 6.78 | -5.73 |
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 | VFIDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 1.23 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.22 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.53 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.87 | -0.27 |
Correlation
The correlation between AWIIX and VFIDX is 0.12, 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.
Dividends
AWIIX vs. VFIDX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 13.15%, more than VFIDX's 4.66% 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% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.66% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
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 | -7.50% | -3.34% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -20.14% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -27.07% | -20.14% | -6.93% |
Current DrawdownCurrent decline from peak | -6.24% | -2.89% | -3.35% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -2.61% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.92% | +0.80% |
Volatility
AWIIX vs. VFIDX - Volatility Comparison
CIBC Atlas Income Opportunities Fund (AWIIX) has a higher volatility of 2.56% compared to Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) at 1.70%. 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 | 2.56% | 1.70% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 5.04% | 2.67% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 4.70% | +5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 6.35% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.40% | 5.17% | +6.23% |