AWYIX vs. BRK-B

In the year-to-date period, AWYIX achieves a -2.58% return, which is significantly lower than BRK-B's 13.34% return. Over the past 10 years, AWYIX has underperformed BRK-B with an annualized return of 7.42%, while BRK-B has yielded a comparatively higher 13.54% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and Berkshire Hathaway Inc. (BRK-B). 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 lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of AWYIX and BRK-B, 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%, while BRK-B has not paid dividends to shareholders.

The maximum AWYIX drawdown since its inception was -35.79%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AWYIX and BRK-B. For additional features, visit the drawdowns tool.