AWYIX vs. AWEIX
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and CIBC Atlas Disciplined Equity Fund (AWEIX).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010. AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWYIX or AWEIX.
Key characteristics
| AWYIX | AWEIX | |
|---|---|---|
| YTD Return | 22.63% | 22.05% |
| 1Y Return | 33.08% | 25.15% |
| 3Y Return (Ann) | 4.54% | 1.82% |
| 5Y Return (Ann) | 9.44% | 9.47% |
| 10Y Return (Ann) | 8.30% | 8.77% |
| Sharpe Ratio | 3.00 | 2.19 |
| Sortino Ratio | 4.08 | 2.87 |
| Omega Ratio | 1.54 | 1.41 |
| Calmar Ratio | 2.29 | 1.56 |
| Martin Ratio | 20.56 | 13.46 |
| Ulcer Index | 1.61% | 1.88% |
| Daily Std Dev | 11.06% | 11.56% |
| Max Drawdown | -35.79% | -55.48% |
| Current Drawdown | -1.50% | -0.56% |
Correlation
The correlation between AWYIX and AWEIX is 0.91, 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
AWYIX vs. AWEIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with AWYIX having a 22.63% return and AWEIX slightly lower at 22.05%. Over the past 10 years, AWYIX has underperformed AWEIX with an annualized return of 8.30%, while AWEIX has yielded a comparatively higher 8.77% 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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AWYIX vs. AWEIX - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than AWEIX's 0.72% expense ratio.
Risk-Adjusted Performance
AWYIX vs. AWEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and CIBC Atlas Disciplined Equity Fund (AWEIX). 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
AWYIX vs. AWEIX - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.19%, more than AWEIX's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.19% | 1.80% | 1.76% | 0.93% | 1.47% | 0.95% | 1.31% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
AWEIX CIBC Atlas Disciplined Equity Fund | 0.72% | 0.88% | 0.92% | 0.48% | 0.59% | 0.81% | 1.80% | 0.81% | 0.91% | 0.98% | 0.80% | 0.89% |
Drawdowns
AWYIX vs. AWEIX - Drawdown Comparison
The maximum AWYIX drawdown since its inception was -35.79%, smaller than the maximum AWEIX drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for AWYIX and AWEIX. For additional features, visit the drawdowns tool.
Volatility
AWYIX vs. AWEIX - Volatility Comparison
The current volatility for CIBC Atlas Equity Income Fund (AWYIX) is 3.24%, while CIBC Atlas Disciplined Equity Fund (AWEIX) has a volatility of 3.59%. This indicates that AWYIX experiences smaller price fluctuations and is considered to be less risky than AWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.