PLBEX vs. AWYIX

Last updated Aug 1, 2026

PLBEX (Plumb Equity Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - PLBEX is a Large Cap Growth Equities fund managed by Plumb, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, PLBEX returned 5.23%/yr vs 7.12%/yr for AWYIX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. PLBEX charges 1.19%/yr vs 0.95%/yr for AWYIX.

Performance

PLBEX vs. AWYIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Plumb Equity Fund (PLBEX) and CIBC Atlas Equity Income Fund (AWYIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLBEX achieves a 8.82% return, which is significantly higher than AWYIX's 3.06% return.

PLBEX

• 1D: 3.58%
• 1M: -2.93%
• 6M: 6.89%
• YTD: 8.82%
• 1Y: 14.46%
• 3Y*: 14.82%
• 5Y*: 5.23%
• 10Y*: 13.04%
• ALL TIME*: 8.12%

AWYIX

• 1D: 0.31%
• 1M: -0.45%
• 6M: 1.94%
• YTD: 3.06%
• 1Y: 8.92%
• 3Y*: 11.30%
• 5Y*: 7.12%
• 10Y*: —
• ALL TIME*: 11.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AWYIX CIBC Atlas Equity Income Fund	$0.00	$0.00	$0.00
PLBEX Plumb Equity Fund	$0.00	$0.00	$0.00

PLBEX vs. AWYIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
PLBEX Plumb Equity Fund	8.82%	10.58%	18.01%	42.77%	-32.91%	3.44%	32.39%	33.00%	-8.65%
AWYIX CIBC Atlas Equity Income Fund	3.06%	7.66%	18.19%	16.39%	-15.59%	29.51%	12.75%	35.07%	1.12%

Correlation

The correlation between PLBEX and AWYIX is 0.55, 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.	0.55
Correlation (3Y) Balances recent behavior with more history.	0.68
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018	0.78

Over the past year, the correlation between PLBEX and AWYIX has dropped to 0.55 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

Return for Risk

PLBEX vs. AWYIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PLBEX

PLBEX Risk / Return Rank: 14
PLBEX Sharpe Ratio Rank: 13
PLBEX Sortino Ratio Rank: 14
PLBEX Omega Ratio Rank: 14
PLBEX Calmar Ratio Rank: 13
PLBEX Martin Ratio Rank: 16

AWYIX

AWYIX Risk / Return Rank: 20
AWYIX Sharpe Ratio Rank: 19
AWYIX Sortino Ratio Rank: 19
AWYIX Omega Ratio Rank: 19
AWYIX Calmar Ratio Rank: 18
AWYIX Martin Ratio Rank: 23

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PLBEX vs. AWYIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Plumb Equity Fund (PLBEX) 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.

	PLBEX	AWYIX	Difference
Sharpe ratio: Return per unit of total volatility	0.57	0.70	-0.13
Sortino ratio: Return per unit of downside risk	0.94	1.05	-0.11
Omega ratio: Gain probability vs. loss probability	1.11	1.13	-0.01
Calmar ratio: Return relative to maximum drawdown	0.71	0.86	-0.14
Martin ratio: Return relative to average drawdown	2.33	3.23	-0.90

PLBEX vs. AWYIX - Sharpe Ratio Comparison

The current PLBEX Sharpe Ratio is 0.57, which is comparable to the AWYIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of PLBEX and AWYIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PLBEX vs. AWYIX - Drawdown Comparison

The maximum PLBEX drawdown since its inception was -52.48%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for PLBEX and AWYIX.

Drawdown Indicators

	PLBEX	AWYIX	Difference
Max Drawdown Largest peak-to-trough decline	-52.48%	-35.79%	-16.69%
Max Drawdown (1Y) Largest decline over 1 year	-16.06%	-8.35%	-7.71%
Max Drawdown (3Y) Largest decline over 3 years	-23.05%	-18.72%	-4.33%
Max Drawdown (5Y) Largest decline over 5 years	-43.69%	-19.82%	-23.87%
Max Drawdown (10Y) Largest decline over 10 years	-43.69%	—	—
Current Drawdown Current decline from peak	-4.52%	-1.05%	-3.47%
Average Drawdown Average peak-to-trough decline	-11.82%	-4.95%	-6.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.91%	2.22%	+2.69%

Volatility

PLBEX vs. AWYIX - Volatility Comparison

Plumb Equity Fund (PLBEX) has a higher volatility of 7.05% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that PLBEX'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.

Volatility by Period

	PLBEX	AWYIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.05%	2.78%	+4.27%
Volatility (6M) Calculated over the trailing 6-month period	16.61%	7.54%	+9.07%
Volatility (1Y) Calculated over the trailing 1-year period	20.06%	10.24%	+9.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.41%	14.42%	+8.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.34%	17.76%	+5.58%

PLBEX vs. AWYIX - Expense Ratio Comparison

PLBEX has a 1.19% expense ratio, which is higher than AWYIX's 0.95% expense ratio.

Dividends

PLBEX vs. AWYIX - Dividend Comparison

PLBEX's dividend yield for the trailing twelve months is around 4.55%, more than AWYIX's 2.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AWYIX CIBC Atlas Equity Income Fund	2.12%	1.74%	5.77%	1.80%	3.23%	6.35%	6.87%	3.82%	6.79%	0.00%	0.00%	0.00%
PLBEX Plumb Equity Fund	4.55%	4.96%	0.58%	0.00%	11.55%	25.39%	9.27%	4.24%	14.87%	12.93%	1.07%	12.02%

Frequently Asked Questions

Can I hold both PLBEX and AWYIX in my portfolio?

PLBEX and AWYIX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PLBEX or AWYIX?

PLBEX has higher volatility (7.05%) compared to AWYIX (2.78%). In terms of maximum drawdown, PLBEX dropped -52.48% vs AWYIX's -35.79%.

Which has better risk-adjusted returns?

AWYIX currently has the higher Sharpe Ratio (0.70 vs 0.57), 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.