DGSIX vs. AWGIX
Compare and contrast key facts about DFA Global Allocation 60/40 Portfolio (DGSIX) and CIBC Atlas All Cap Growth Fund (AWGIX).
DGSIX is managed by Dimensional. It was launched on Dec 23, 2003. AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007.
Performance
DGSIX vs. AWGIX - Performance Comparison
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DGSIX vs. AWGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSIX DFA Global Allocation 60/40 Portfolio | -1.70% | 14.06% | 11.31% | 14.59% | -12.10% | 14.24% | 11.58% | 18.17% | -6.41% | 13.11% |
AWGIX CIBC Atlas All Cap Growth Fund | -12.17% | 6.07% | 13.44% | 35.47% | -29.76% | 25.42% | 29.80% | 36.12% | 2.01% | 19.10% |
Returns By Period
In the year-to-date period, DGSIX achieves a -1.70% return, which is significantly higher than AWGIX's -12.17% return. Over the past 10 years, DGSIX has underperformed AWGIX with an annualized return of 7.83%, while AWGIX has yielded a comparatively higher 10.10% annualized return.
DGSIX
- 1D
- -0.15%
- 1M
- -5.57%
- YTD
- -1.70%
- 6M
- 0.40%
- 1Y
- 12.68%
- 3Y*
- 11.12%
- 5Y*
- 6.47%
- 10Y*
- 7.83%
AWGIX
- 1D
- -1.05%
- 1M
- -10.78%
- YTD
- -12.17%
- 6M
- -13.98%
- 1Y
- 0.19%
- 3Y*
- 10.70%
- 5Y*
- 4.69%
- 10Y*
- 10.10%
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DGSIX vs. AWGIX - Expense Ratio Comparison
DGSIX has a 0.24% expense ratio, which is lower than AWGIX's 0.96% expense ratio.
Return for Risk
DGSIX vs. AWGIX — Risk / Return Rank
DGSIX
AWGIX
DGSIX vs. AWGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Allocation 60/40 Portfolio (DGSIX) and CIBC Atlas All Cap Growth Fund (AWGIX). 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.
| DGSIX | AWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.01 | +1.30 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.16 | +1.73 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.02 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.12 | +1.69 |
Martin ratioReturn relative to average drawdown | 7.25 | -0.40 | +7.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGSIX | AWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.01 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.23 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.48 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.29 | +0.30 |
Correlation
The correlation between DGSIX and AWGIX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DGSIX vs. AWGIX - Dividend Comparison
DGSIX's dividend yield for the trailing twelve months is around 8.77%, more than AWGIX's 6.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGSIX DFA Global Allocation 60/40 Portfolio | 8.77% | 8.56% | 7.25% | 5.27% | 4.55% | 5.53% | 3.39% | 2.61% | 3.01% | 1.29% | 1.23% | 1.92% |
AWGIX CIBC Atlas All Cap Growth Fund | 6.42% | 5.64% | 2.60% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGSIX vs. AWGIX - Drawdown Comparison
The maximum DGSIX drawdown since its inception was -41.64%, smaller than the maximum AWGIX drawdown of -52.83%. Use the drawdown chart below to compare losses from any high point for DGSIX and AWGIX.
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Drawdown Indicators
| DGSIX | AWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.64% | -52.83% | +11.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -17.32% | +10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.36% | -33.79% | +15.43% |
Max Drawdown (10Y)Largest decline over 10 years | -23.59% | -34.47% | +10.88% |
Current DrawdownCurrent decline from peak | -5.85% | -20.09% | +14.24% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -12.42% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 5.15% | -3.54% |
Volatility
DGSIX vs. AWGIX - Volatility Comparison
The current volatility for DFA Global Allocation 60/40 Portfolio (DGSIX) is 2.96%, while CIBC Atlas All Cap Growth Fund (AWGIX) has a volatility of 5.74%. This indicates that DGSIX experiences smaller price fluctuations and is considered to be less risky than AWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGSIX | AWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 5.74% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 5.51% | 12.59% | -7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.85% | 20.54% | -10.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.15% | 20.32% | -10.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.34% | 21.01% | -10.67% |