POLIX vs. AWYIX
POLIX (Polen Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - POLIX is a Large Cap Growth Equities fund managed by Polen, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, POLIX returned -0.25%/yr vs 7.12%/yr for AWYIX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. POLIX charges 0.96%/yr vs 0.95%/yr for AWYIX.
Performance
POLIX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, POLIX achieves a -11.86% return, which is significantly lower than AWYIX's 3.06% return.
POLIX
- 1D
- 2.14%
- 1M
- -0.88%
- 6M
- -6.64%
- YTD
- -11.86%
- 1Y
- -9.35%
- 3Y*
- 5.85%
- 5Y*
- -0.25%
- 10Y*
- 11.30%
- ALL TIME*
- 12.60%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
POLIX Polen Growth Fund | $0.00 | $0.00 | $0.00 |
POLIX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -11.86% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 3.31% |
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 POLIX and AWYIX is 0.50, 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. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.75 |
Over the past year, the correlation between POLIX and AWYIX has dropped to 0.50 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
POLIX vs. AWYIX — Risk / Return Rank
POLIX
AWYIX
POLIX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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.
| POLIX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.13 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 0.86 | -1.37 |
| Martin ratioReturn relative to average drawdown | -1.08 | 3.23 | -4.30 |
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Drawdowns
POLIX vs. AWYIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for POLIX and AWYIX.
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Drawdown Indicators
| POLIX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -35.79% | -7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -8.35% | -15.59% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -18.72% | -5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -19.82% | -23.02% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | — | — |
Current DrawdownCurrent decline from peak | -15.67% | -1.05% | -14.62% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -4.95% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 2.22% | +9.03% |
Volatility
POLIX vs. AWYIX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 4.58% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that POLIX'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
| POLIX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 2.78% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 7.54% | +6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 10.24% | +7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 14.42% | +8.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 17.76% | +4.17% |
POLIX vs. AWYIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
POLIX vs. AWYIX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, 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% |
POLIX Polen Growth Fund | 41.25% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Frequently Asked Questions
POLIX and AWYIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POLIX has higher volatility (4.58%) compared to AWYIX (2.78%). In terms of maximum drawdown, POLIX dropped -42.84% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs -0.69), 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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