BBGLX vs. AWYIX
BBGLX (Bridge Builder Large Cap Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, BBGLX returned 5.33%/yr vs 7.12%/yr for AWYIX. Their correlation of 0.81 means they have usually moved in the same direction. BBGLX charges 0.19%/yr vs 0.95%/yr for AWYIX.
Performance
BBGLX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 1.72% return, which is significantly lower than AWYIX's 3.06% return.
BBGLX
- 1D
- 2.11%
- 1M
- -1.19%
- 6M
- 2.55%
- YTD
- 1.72%
- 1Y
- -1.01%
- 3Y*
- 10.68%
- 5Y*
- 5.33%
- 10Y*
- 12.97%
- ALL TIME*
- 11.97%
AWYIX
- 1D
- 0.31%
- 1M
- -0.45%
- 6M
- 1.94%
- YTD
- 3.06%
- 1Y
- 8.92%
- 3Y*
- 11.30%
- 5Y*
- 7.12%
- 10Y*
- —
- ALL TIME*
- 11.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBGLX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 1.72% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | -2.51% |
AWYIX CIBC Atlas Equity Income Fund | 3.06% | 7.66% | 18.19% | 16.39% | -15.59% | 29.51% | 12.75% | 35.07% | 1.12% |
Correlation
The correlation between BBGLX and AWYIX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.81 |
Over the past year, the correlation between BBGLX and AWYIX has dropped to 0.52 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
BBGLX vs. AWYIX — Risk / Return Rank
BBGLX
AWYIX
BBGLX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and CIBC Atlas Equity Income Fund (AWYIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBGLX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.13 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.86 | -1.01 |
| Martin ratioReturn relative to average drawdown | -0.35 | 3.23 | -3.58 |
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Drawdowns
BBGLX vs. AWYIX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum AWYIX drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for BBGLX and AWYIX.
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Drawdown Indicators
| BBGLX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -35.79% | +3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -8.35% | -14.09% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.72% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -19.82% | -12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | — | — |
Current DrawdownCurrent decline from peak | -9.78% | -1.05% | -8.73% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -4.95% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.65% | 2.22% | +7.43% |
Volatility
BBGLX vs. AWYIX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 4.17% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that BBGLX's price experiences larger fluctuations and is considered to be riskier than AWYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGLX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 2.78% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 7.54% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 10.24% | +6.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 14.42% | +5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 17.76% | +1.69% |
BBGLX vs. AWYIX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than AWYIX's 0.95% expense ratio.
Dividends
BBGLX vs. AWYIX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while AWYIX's dividend yield for the trailing twelve months is around 2.12%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 2.12% | 1.74% | 5.77% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 0.00% | 0.00% | 0.00% |
BBGLX Bridge Builder Large Cap Growth Fund | 0.00% | 0.00% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.80% | 0.92% | 0.52% |
Frequently Asked Questions
BBGLX and AWYIX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBGLX has higher volatility (4.17%) compared to AWYIX (2.78%). In terms of maximum drawdown, BBGLX dropped -32.31% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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