DGSIX vs. AWGIX

In the year-to-date period, DGSIX achieves a 5.42% return, which is significantly lower than AWGIX's 22.59% return. Over the past 10 years, DGSIX has outperformed AWGIX with an annualized return of 6.16%, while AWGIX has yielded a comparatively lower 3.81% annualized return.

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DGSIX has a 0.24% expense ratio, which is lower than AWGIX's 0.96% expense ratio.

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.

The current DGSIX Sharpe Ratio is 0.73, which is lower than the AWGIX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of DGSIX and AWGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGSIX's dividend yield for the trailing twelve months is around 1.33%, while AWGIX has not paid dividends to shareholders.

The maximum DGSIX drawdown since its inception was -38.20%, smaller than the maximum AWGIX drawdown of -52.77%. Use the drawdown chart below to compare losses from any high point for DGSIX and AWGIX. For additional features, visit the drawdowns tool.

DFA Global Allocation 60/40 Portfolio (DGSIX) and CIBC Atlas All Cap Growth Fund (AWGIX) have volatilities of 6.18% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.