PBCKX vs. AWYIX
PBCKX (Principal Blue Chip Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - PBCKX is a Large Cap Growth Equities fund managed by Principal, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, PBCKX returned 6.94%/yr vs 7.07%/yr for AWYIX. Their correlation of 0.81 means they have usually moved in the same direction. PBCKX charges 0.66%/yr vs 0.95%/yr for AWYIX.
Performance
PBCKX vs. AWYIX - Performance Comparison
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Returns By Period
PBCKX
- 1D
- 2.53%
- 1M
- 2.40%
- 6M
- 1.76%
- YTD
- 0.00%
- 1Y
- -0.60%
- 3Y*
- 15.87%
- 5Y*
- 6.94%
- 10Y*
- 16.15%
- ALL TIME*
- 15.71%
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 |
PBCKX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | -1.90% |
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 PBCKX and AWYIX is 0.57, 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. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.81 |
Over the past year, the correlation between PBCKX and AWYIX has dropped to 0.57 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
PBCKX vs. AWYIX — Risk / Return Rank
PBCKX
AWYIX
PBCKX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) 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.
| PBCKX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.14 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.91 | -1.06 |
| Martin ratioReturn relative to average drawdown | -0.42 | 3.44 | -3.86 |
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Drawdowns
PBCKX vs. AWYIX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for PBCKX and AWYIX.
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Drawdown Indicators
| PBCKX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -35.79% | -2.21% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -8.35% | -10.75% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -18.72% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -19.82% | -18.18% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | — | — |
Current DrawdownCurrent decline from peak | -3.80% | -1.28% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.94% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 2.21% | +4.66% |
Volatility
PBCKX vs. AWYIX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.77%. This indicates that PBCKX'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
| PBCKX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 2.77% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 7.54% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 10.24% | +6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 14.42% | +6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 17.75% | +2.49% |
PBCKX vs. AWYIX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than AWYIX's 0.95% expense ratio.
Dividends
PBCKX vs. AWYIX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, 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% |
PBCKX Principal Blue Chip Fund | 19.94% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
Frequently Asked Questions
PBCKX and AWYIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.29%) compared to AWYIX (2.77%). In terms of maximum drawdown, PBCKX dropped -38.00% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.74 vs -0.17), 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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