BIAGX vs. AWYIX
BIAGX (Brown Advisory Growth Equity Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - BIAGX is a Large Cap Growth Equities fund managed by Brown Advisory, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, BIAGX returned 2.53%/yr vs 7.07%/yr for AWYIX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. BIAGX charges 0.81%/yr vs 0.95%/yr for AWYIX.
Performance
BIAGX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, BIAGX achieves a 7.78% return, which is significantly higher than AWYIX's 2.82% return.
BIAGX
- 1D
- 1.15%
- 1M
- -2.22%
- 6M
- 12.40%
- YTD
- 7.78%
- 1Y
- 1.03%
- 3Y*
- 10.47%
- 5Y*
- 2.53%
- 10Y*
- 12.99%
- ALL TIME*
- 7.75%
AWYIX
- 1D
- -0.23%
- 1M
- -0.68%
- 6M
- 1.34%
- YTD
- 2.82%
- 1Y
- 8.66%
- 3Y*
- 11.32%
- 5Y*
- 7.07%
- 10Y*
- —
- ALL TIME*
- 11.94%
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 |
BIAGX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BIAGX Brown Advisory Growth Equity Fund | 7.78% | 0.61% | 16.60% | 33.90% | -33.60% | 18.56% | 32.41% | 47.97% | -3.72% |
AWYIX CIBC Atlas Equity Income Fund | 2.82% | 7.66% | 18.19% | 16.39% | -15.59% | 29.51% | 12.75% | 35.07% | 1.12% |
Correlation
The correlation between BIAGX and AWYIX is 0.53, 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. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.79 |
Over the past year, the correlation between BIAGX and AWYIX has dropped to 0.53 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
BIAGX vs. AWYIX — Risk / Return Rank
BIAGX
AWYIX
BIAGX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Growth Equity Fund (BIAGX) 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.
| BIAGX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.14 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.91 | -0.95 |
| Martin ratioReturn relative to average drawdown | -0.09 | 3.44 | -3.53 |
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Drawdowns
BIAGX vs. AWYIX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -56.68%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for BIAGX and AWYIX.
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Drawdown Indicators
| BIAGX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -35.79% | -20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -8.35% | -11.77% |
Max Drawdown (3Y)Largest decline over 3 years | -56.68% | -18.72% | -37.96% |
Max Drawdown (5Y)Largest decline over 5 years | -56.68% | -19.82% | -36.86% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | — | — |
Current DrawdownCurrent decline from peak | -43.56% | -1.28% | -42.28% |
Average DrawdownAverage peak-to-trough decline | -15.16% | -4.94% | -10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 2.21% | +6.06% |
Volatility
BIAGX vs. AWYIX - Volatility Comparison
Brown Advisory Growth Equity Fund (BIAGX) has a higher volatility of 3.89% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.77%. This indicates that BIAGX'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
| BIAGX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 2.77% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 7.54% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 10.24% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.32% | 14.42% | +32.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.35% | 17.75% | +18.60% |
BIAGX vs. AWYIX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is lower than AWYIX's 0.95% expense ratio.
Dividends
BIAGX vs. AWYIX - Dividend Comparison
BIAGX's dividend yield for the trailing twelve months is around 80.26%, more than AWYIX's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 2.13% | 1.74% | 5.77% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 0.00% | 0.00% | 0.00% |
BIAGX Brown Advisory Growth Equity Fund | 80.26% | 86.50% | 91.52% | 6.80% | 7.75% | 13.04% | 4.95% | 9.82% | 12.64% | 8.09% | 9.13% | 6.59% |
Frequently Asked Questions
BIAGX and AWYIX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIAGX has higher volatility (3.89%) compared to AWYIX (2.77%). In terms of maximum drawdown, BIAGX dropped -56.68% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.74 vs -0.05), 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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