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.
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
Key characteristics
AWYIX:
1.83
AWEIX:
1.46
AWYIX:
2.49
AWEIX:
1.95
AWYIX:
1.33
AWEIX:
1.28
AWYIX:
2.43
AWEIX:
1.12
AWYIX:
10.91
AWEIX:
10.52
AWYIX:
1.94%
AWEIX:
1.66%
AWYIX:
11.55%
AWEIX:
11.94%
AWYIX:
-35.79%
AWEIX:
-55.48%
AWYIX:
-6.91%
AWEIX:
-3.22%
Returns By Period
In the year-to-date period, AWYIX achieves a 18.64% return, which is significantly lower than AWEIX's 20.03% return. Over the past 10 years, AWYIX has underperformed AWEIX with an annualized return of 7.80%, while AWEIX has yielded a comparatively higher 8.69% annualized return.
AWYIX
18.64%
-4.00%
7.05%
19.89%
8.70%
7.80%
AWEIX
20.03%
-0.60%
6.62%
20.78%
8.72%
8.69%
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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 1.23%, more than AWEIX's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.23% | 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 | 0.74% | 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
CIBC Atlas Equity Income Fund (AWYIX) has a higher volatility of 4.54% compared to CIBC Atlas Disciplined Equity Fund (AWEIX) at 3.53%. This indicates that AWYIX's price experiences larger fluctuations and is considered to be riskier than AWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.