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AWWIX vs. FINVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AWWIX vs. FINVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CIBC Atlas International Growth Fund (AWWIX) and Fidelity Series International Value Fund (FINVX). The values are adjusted to include any dividend payments, if applicable.

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AWWIX vs. FINVX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
AWWIX
CIBC Atlas International Growth Fund
-6.13%26.10%5.39%15.31%-14.12%2.01%17.03%9.68%
FINVX
Fidelity Series International Value Fund
-1.35%45.75%6.20%20.35%-7.21%16.39%4.87%9.65%

Returns By Period

In the year-to-date period, AWWIX achieves a -6.13% return, which is significantly lower than FINVX's -1.35% return.


AWWIX

1D
0.26%
1M
-11.19%
YTD
-6.13%
6M
-4.92%
1Y
8.07%
3Y*
9.43%
5Y*
4.54%
10Y*

FINVX

1D
0.85%
1M
-9.20%
YTD
-1.35%
6M
4.58%
1Y
26.12%
3Y*
20.18%
5Y*
13.04%
10Y*
10.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AWWIX vs. FINVX - Expense Ratio Comparison

AWWIX has a 0.94% expense ratio, which is higher than FINVX's 0.01% expense ratio.


Return for Risk

AWWIX vs. FINVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AWWIX
AWWIX Risk / Return Rank: 1616
Overall Rank
AWWIX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
AWWIX Sortino Ratio Rank: 1515
Sortino Ratio Rank
AWWIX Omega Ratio Rank: 1515
Omega Ratio Rank
AWWIX Calmar Ratio Rank: 1717
Calmar Ratio Rank
AWWIX Martin Ratio Rank: 1818
Martin Ratio Rank

FINVX
FINVX Risk / Return Rank: 7979
Overall Rank
FINVX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FINVX Sortino Ratio Rank: 7777
Sortino Ratio Rank
FINVX Omega Ratio Rank: 7676
Omega Ratio Rank
FINVX Calmar Ratio Rank: 8080
Calmar Ratio Rank
FINVX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AWWIX vs. FINVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas International Growth Fund (AWWIX) and Fidelity Series International Value Fund (FINVX). 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.


AWWIXFINVXDifference

Sharpe ratio

Return per unit of total volatility

0.41

1.42

-1.01

Sortino ratio

Return per unit of downside risk

0.68

1.92

-1.24

Omega ratio

Gain probability vs. loss probability

1.09

1.29

-0.19

Calmar ratio

Return relative to maximum drawdown

0.50

1.90

-1.39

Martin ratio

Return relative to average drawdown

1.89

7.92

-6.03

AWWIX vs. FINVX - Sharpe Ratio Comparison

The current AWWIX Sharpe Ratio is 0.41, which is lower than the FINVX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of AWWIX and FINVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AWWIXFINVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

1.42

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.79

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.35

+0.05

Correlation

The correlation between AWWIX and FINVX is 0.89, 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.


Dividends

AWWIX vs. FINVX - Dividend Comparison

AWWIX's dividend yield for the trailing twelve months is around 0.77%, less than FINVX's 11.35% yield.


TTM20252024202320222021202020192018201720162015
AWWIX
CIBC Atlas International Growth Fund
0.77%0.73%1.14%1.16%1.53%1.97%0.26%0.11%0.00%0.00%0.00%0.00%
FINVX
Fidelity Series International Value Fund
11.35%11.20%4.14%3.29%3.33%5.01%2.83%4.05%4.05%3.14%2.62%2.14%

Drawdowns

AWWIX vs. FINVX - Drawdown Comparison

The maximum AWWIX drawdown since its inception was -32.98%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for AWWIX and FINVX.


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Drawdown Indicators


AWWIXFINVXDifference

Max Drawdown

Largest peak-to-trough decline

-32.98%

-42.48%

+9.50%

Max Drawdown (1Y)

Largest decline over 1 year

-12.45%

-11.66%

-0.79%

Max Drawdown (5Y)

Largest decline over 5 years

-30.35%

-27.13%

-3.22%

Max Drawdown (10Y)

Largest decline over 10 years

-42.48%

Current Drawdown

Current decline from peak

-12.01%

-9.26%

-2.75%

Average Drawdown

Average peak-to-trough decline

-6.79%

-9.11%

+2.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

2.94%

+0.37%

Volatility

AWWIX vs. FINVX - Volatility Comparison

The current volatility for CIBC Atlas International Growth Fund (AWWIX) is 6.74%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.10%. This indicates that AWWIX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AWWIXFINVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.74%

7.10%

-0.36%

Volatility (6M)

Calculated over the trailing 6-month period

11.21%

10.68%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

17.83%

17.52%

+0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.88%

16.58%

+0.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.81%

17.99%

+0.82%