AWYIX vs. AWGIX

In the year-to-date period, AWYIX achieves a -2.58% return, which is significantly lower than AWGIX's -1.90% return. Over the past 10 years, AWYIX has underperformed AWGIX with an annualized return of 7.42%, while AWGIX has yielded a comparatively higher 10.25% annualized return.

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AWYIX has a 0.95% expense ratio, which is lower than AWGIX's 0.96% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and CIBC Atlas All Cap Growth Fund (AWGIX). 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.

The current AWYIX Sharpe Ratio is 0.41, which is higher than the AWGIX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of AWYIX and AWGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AWYIX's dividend yield for the trailing twelve months is around 5.50%, less than AWGIX's 10.07% yield.

The maximum AWYIX drawdown since its inception was -35.79%, smaller than the maximum AWGIX drawdown of -52.77%. Use the drawdown chart below to compare losses from any high point for AWYIX and AWGIX. For additional features, visit the drawdowns tool.