DAFGX vs. AWYIX
DAFGX (Dunham Focused Large Cap Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - DAFGX is a Large Cap Growth Equities fund managed by Dunham, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, DAFGX returned 1.17%/yr vs 7.07%/yr for AWYIX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. DAFGX charges 1.37%/yr vs 0.95%/yr for AWYIX.
Performance
DAFGX vs. AWYIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DAFGX achieves a -0.41% return, which is significantly lower than AWYIX's 2.82% return.
DAFGX
- 1D
- 2.25%
- 1M
- -2.07%
- 6M
- 5.38%
- YTD
- -0.41%
- 1Y
- -3.70%
- 3Y*
- 6.78%
- 5Y*
- 1.17%
- 10Y*
- 12.32%
- ALL TIME*
- 11.95%
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 |
DAFGX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DAFGX Dunham Focused Large Cap Growth Fund | -0.41% | 1.72% | 11.42% | 54.81% | -38.96% | 13.01% | 49.42% | 35.17% | -1.82% |
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 DAFGX and AWYIX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.72 |
Over the past year, the correlation between DAFGX and AWYIX has dropped to 0.41 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DAFGX vs. AWYIX — Risk / Return Rank
DAFGX
AWYIX
DAFGX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Focused Large Cap Growth Fund (DAFGX) 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.
| DAFGX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.14 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 0.91 | -1.13 |
| Martin ratioReturn relative to average drawdown | -0.48 | 3.44 | -3.92 |
Loading charts...
Drawdowns
DAFGX vs. AWYIX - Drawdown Comparison
The maximum DAFGX drawdown since its inception was -47.69%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for DAFGX and AWYIX.
Loading charts...
Drawdown Indicators
| DAFGX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -35.79% | -11.90% |
Max Drawdown (1Y)Largest decline over 1 year | -27.70% | -8.35% | -19.35% |
Max Drawdown (3Y)Largest decline over 3 years | -34.81% | -18.72% | -16.09% |
Max Drawdown (5Y)Largest decline over 5 years | -47.69% | -19.82% | -27.87% |
Max Drawdown (10Y)Largest decline over 10 years | -47.69% | — | — |
Current DrawdownCurrent decline from peak | -16.07% | -1.28% | -14.79% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -4.94% | -4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.65% | 2.21% | +10.44% |
Volatility
DAFGX vs. AWYIX - Volatility Comparison
Dunham Focused Large Cap Growth Fund (DAFGX) has a higher volatility of 7.43% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.77%. This indicates that DAFGX'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.
Loading charts...
Volatility by Period
| DAFGX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 2.77% | +4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 17.43% | 7.54% | +9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 10.24% | +11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.50% | 14.42% | +12.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 17.75% | +7.79% |
DAFGX vs. AWYIX - Expense Ratio Comparison
DAFGX has a 1.37% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
DAFGX vs. AWYIX - Dividend Comparison
DAFGX's dividend yield for the trailing twelve months is around 16.58%, 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% |
DAFGX Dunham Focused Large Cap Growth Fund | 16.58% | 16.51% | 0.00% | 2.40% | 0.00% | 8.61% | 2.31% | 3.33% | 8.90% | 0.95% | 0.00% | 0.58% |
Frequently Asked Questions
DAFGX and AWYIX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DAFGX has higher volatility (7.43%) compared to AWYIX (2.77%). In terms of maximum drawdown, DAFGX dropped -47.69% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.74 vs -0.29), 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.
Find the right allocation for DAFGX and AWYIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer