AWYIX vs. DREVX

In the year-to-date period, AWYIX achieves a -2.58% return, which is significantly higher than DREVX's -7.86% return. Over the past 10 years, AWYIX has underperformed DREVX with an annualized return of 7.42%, while DREVX has yielded a comparatively higher 12.51% annualized return.

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AWYIX has a 0.95% expense ratio, which is higher than DREVX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and BNY Mellon Large Cap Securities Fund (DREVX). 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 DREVX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of AWYIX and DREVX, 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%, more than DREVX's 0.26% yield.

The maximum AWYIX drawdown since its inception was -35.79%, smaller than the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for AWYIX and DREVX. For additional features, visit the drawdowns tool.