AWYIX vs. SCHV

In the year-to-date period, AWYIX achieves a -2.58% return, which is significantly lower than SCHV's 0.99% return. Over the past 10 years, AWYIX has underperformed SCHV with an annualized return of 7.42%, while SCHV has yielded a comparatively higher 11.70% annualized return.

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AWYIX has a 0.95% expense ratio, which is higher than SCHV's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and Schwab U.S. Large-Cap Value ETF (SCHV). 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 SCHV Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of AWYIX and SCHV, 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 SCHV's 2.28% yield.

The maximum AWYIX drawdown since its inception was -35.79%, roughly equal to the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for AWYIX and SCHV. For additional features, visit the drawdowns tool.