GLIFX vs. AWIIX
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and CIBC Atlas Income Opportunities Fund (AWIIX).
GLIFX is managed by Lazard. AWIIX is managed by CIBC Private Wealth Management. It was launched on Jun 26, 2014.
Performance
GLIFX vs. AWIIX - Performance Comparison
Loading graphics...
GLIFX vs. AWIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 5.89% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
AWIIX CIBC Atlas Income Opportunities Fund | -5.21% | 7.20% | 7.10% | 15.07% | -14.79% | 18.62% | 11.92% | 23.32% | -3.53% | 13.79% |
Returns By Period
In the year-to-date period, GLIFX achieves a 5.89% return, which is significantly higher than AWIIX's -5.21% return. Over the past 10 years, GLIFX has outperformed AWIIX with an annualized return of 9.87%, while AWIIX has yielded a comparatively lower 7.82% annualized return.
GLIFX
- 1D
- 1.38%
- 1M
- -7.05%
- YTD
- 5.89%
- 6M
- 11.15%
- 1Y
- 23.17%
- 3Y*
- 14.09%
- 5Y*
- 12.14%
- 10Y*
- 9.87%
AWIIX
- 1D
- -0.35%
- 1M
- -5.78%
- YTD
- -5.21%
- 6M
- -4.76%
- 1Y
- 2.00%
- 3Y*
- 6.24%
- 5Y*
- 4.30%
- 10Y*
- 7.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GLIFX vs. AWIIX - Expense Ratio Comparison
GLIFX has a 0.97% expense ratio, which is higher than AWIIX's 0.69% expense ratio.
Return for Risk
GLIFX vs. AWIIX — Risk / Return Rank
GLIFX
AWIIX
GLIFX vs. AWIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and CIBC Atlas Income Opportunities Fund (AWIIX). 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.
| GLIFX | AWIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.23 | 0.26 | +1.98 |
Sortino ratioReturn per unit of downside risk | 2.83 | 0.43 | +2.40 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.06 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 0.24 | +2.50 |
Martin ratioReturn relative to average drawdown | 11.44 | 1.05 | +10.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GLIFX | AWIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 0.26 | +1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.41 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.69 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.60 | +0.25 |
Correlation
The correlation between GLIFX and AWIIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GLIFX vs. AWIIX - Dividend Comparison
GLIFX's dividend yield for the trailing twelve months is around 6.37%, less than AWIIX's 13.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 6.37% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
AWIIX CIBC Atlas Income Opportunities Fund | 13.15% | 12.46% | 2.45% | 2.27% | 2.27% | 3.80% | 1.77% | 2.30% | 3.15% | 2.37% | 2.83% | 3.22% |
Drawdowns
GLIFX vs. AWIIX - Drawdown Comparison
The maximum GLIFX drawdown since its inception was -29.65%, which is greater than AWIIX's maximum drawdown of -27.07%. Use the drawdown chart below to compare losses from any high point for GLIFX and AWIIX.
Loading graphics...
Drawdown Indicators
| GLIFX | AWIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.65% | -27.07% | -2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -7.50% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -17.15% | -19.90% | +2.75% |
Max Drawdown (10Y)Largest decline over 10 years | -29.65% | -27.07% | -2.58% |
Current DrawdownCurrent decline from peak | -7.05% | -6.24% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -3.94% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 1.72% | +0.44% |
Volatility
GLIFX vs. AWIIX - Volatility Comparison
Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) has a higher volatility of 4.58% compared to CIBC Atlas Income Opportunities Fund (AWIIX) at 2.56%. This indicates that GLIFX's price experiences larger fluctuations and is considered to be riskier than AWIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GLIFX | AWIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 2.56% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 5.04% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.71% | 9.96% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 10.46% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 11.40% | +1.85% |