AWYIX vs. BRK-B
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and Berkshire Hathaway Inc. (BRK-B).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWYIX or BRK-B.
Key characteristics
| AWYIX | BRK-B | |
|---|---|---|
| YTD Return | 3.95% | 11.23% |
| 1Y Return | 15.91% | 20.16% |
| 3Y Return (Ann) | 5.76% | 13.04% |
| 5Y Return (Ann) | 11.78% | 12.97% |
| 10Y Return (Ann) | 9.39% | 11.99% |
| Sharpe Ratio | 1.37 | 1.69 |
| Daily Std Dev | 11.52% | 12.26% |
| Max Drawdown | -35.79% | -53.86% |
| Current Drawdown | -3.68% | -5.66% |
Correlation
The correlation between AWYIX and BRK-B is 0.70, 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. BRK-B - Performance Comparison
In the year-to-date period, AWYIX achieves a 3.95% return, which is significantly lower than BRK-B's 11.23% return. Over the past 10 years, AWYIX has underperformed BRK-B with an annualized return of 9.39%, while BRK-B has yielded a comparatively higher 11.99% 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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Risk-Adjusted Performance
AWYIX vs. BRK-B - Risk-Adjusted Performance Comparison
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.
Dividends
AWYIX vs. BRK-B - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.68%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.68% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AWYIX vs. BRK-B - Drawdown Comparison
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.
Volatility
AWYIX vs. BRK-B - Volatility Comparison
CIBC Atlas Equity Income Fund (AWYIX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.46% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.