AWYIX vs. DFLVX
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and DFA U.S. Large Cap Value Portfolio (DFLVX).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010. DFLVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 19, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWYIX or DFLVX.
Key characteristics
| AWYIX | DFLVX | |
|---|---|---|
| YTD Return | 5.13% | 8.01% |
| 1Y Return | 17.07% | 18.58% |
| 3Y Return (Ann) | 6.17% | 6.89% |
| 5Y Return (Ann) | 12.00% | 9.80% |
| 10Y Return (Ann) | 9.52% | 8.95% |
| Sharpe Ratio | 1.57 | 1.69 |
| Daily Std Dev | 11.48% | 11.79% |
| Max Drawdown | -35.79% | -65.65% |
| Current Drawdown | -2.59% | -2.86% |
Correlation
The correlation between AWYIX and DFLVX is 0.87, 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. DFLVX - Performance Comparison
In the year-to-date period, AWYIX achieves a 5.13% return, which is significantly lower than DFLVX's 8.01% return. Over the past 10 years, AWYIX has outperformed DFLVX with an annualized return of 9.52%, while DFLVX has yielded a comparatively lower 8.95% 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. DFLVX - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than DFLVX's 0.22% expense ratio.
Risk-Adjusted Performance
AWYIX vs. DFLVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and DFA U.S. Large Cap Value Portfolio (DFLVX). 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. DFLVX - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.66%, less than DFLVX's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.66% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
DFLVX DFA U.S. Large Cap Value Portfolio | 3.40% | 3.65% | 4.56% | 4.19% | 1.97% | 4.04% | 7.83% | 6.49% | 4.24% | 6.52% | 2.28% | 1.44% |
Drawdowns
AWYIX vs. DFLVX - Drawdown Comparison
The maximum AWYIX drawdown since its inception was -35.79%, smaller than the maximum DFLVX drawdown of -65.65%. Use the drawdown chart below to compare losses from any high point for AWYIX and DFLVX. For additional features, visit the drawdowns tool.
Volatility
AWYIX vs. DFLVX - Volatility Comparison
CIBC Atlas Equity Income Fund (AWYIX) has a higher volatility of 3.37% compared to DFA U.S. Large Cap Value Portfolio (DFLVX) at 3.09%. This indicates that AWYIX's price experiences larger fluctuations and is considered to be riskier than DFLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.