AWIIX vs. VWELX
Compare and contrast key facts about CIBC Atlas Income Opportunities Fund (AWIIX) and Vanguard Wellington Fund Investor Shares (VWELX).
AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWIIX or VWELX.
Key characteristics
| AWIIX | VWELX | |
|---|---|---|
| YTD Return | 11.35% | 15.81% |
| 1Y Return | 17.62% | 22.17% |
| 3Y Return (Ann) | 3.19% | 4.89% |
| 5Y Return (Ann) | 7.83% | 8.86% |
| 10Y Return (Ann) | 7.60% | 8.60% |
| Sharpe Ratio | 2.78 | 2.86 |
| Sortino Ratio | 3.93 | 3.99 |
| Omega Ratio | 1.53 | 1.54 |
| Calmar Ratio | 2.41 | 3.19 |
| Martin Ratio | 18.36 | 19.96 |
| Ulcer Index | 1.06% | 1.21% |
| Daily Std Dev | 7.03% | 8.42% |
| Max Drawdown | -27.07% | -36.12% |
| Current Drawdown | -0.90% | -0.53% |
Correlation
The correlation between AWIIX and VWELX is 0.94, 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.
Performance
AWIIX vs. VWELX - Performance Comparison
In the year-to-date period, AWIIX achieves a 11.35% return, which is significantly lower than VWELX's 15.81% return. Over the past 10 years, AWIIX has underperformed VWELX with an annualized return of 7.60%, while VWELX has yielded a comparatively higher 8.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWIIX vs. VWELX - Expense Ratio Comparison
AWIIX has a 0.69% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
AWIIX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Income Opportunities Fund (AWIIX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
AWIIX's dividend yield for the trailing twelve months is around 2.22%, less than VWELX's 5.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWIIX CIBC Atlas Income Opportunities Fund | 2.22% | 2.27% | 2.27% | 1.70% | 1.78% | 2.31% | 2.70% | 2.36% | 2.84% | 3.21% | 1.44% | 0.00% |
VWELX Vanguard Wellington Fund Investor Shares | 5.38% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
AWIIX vs. VWELX - Drawdown Comparison
The maximum AWIIX drawdown since its inception was -27.07%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for AWIIX and VWELX. For additional features, visit the drawdowns tool.
Volatility
AWIIX vs. VWELX - Volatility Comparison
The current volatility for CIBC Atlas Income Opportunities Fund (AWIIX) is 2.05%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.65%. This indicates that AWIIX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.