SOPVX vs. AWYIX
SOPVX (Allspring Opportunity Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - SOPVX is a Large Cap Growth Equities fund managed by Allspring, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, SOPVX returned 6.69%/yr vs 7.12%/yr for AWYIX. Their correlation of 0.87 means they have usually moved in the same direction. SOPVX charges 1.18%/yr vs 0.95%/yr for AWYIX.
Performance
SOPVX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, SOPVX achieves a 7.59% return, which is significantly higher than AWYIX's 3.06% return.
SOPVX
- 1D
- 1.69%
- 1M
- -0.43%
- 6M
- 5.51%
- YTD
- 7.59%
- 1Y
- 12.72%
- 3Y*
- 11.25%
- 5Y*
- 6.69%
- 10Y*
- 12.42%
- ALL TIME*
- 8.22%
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 | |
| $0.00 | $0.00 | $0.00 |
SOPVX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | 7.59% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.08% |
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 SOPVX and AWYIX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.87 |
The correlation between SOPVX and AWYIX shifts across timeframes, from 0.67 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SOPVX vs. AWYIX — Risk / Return Rank
SOPVX
AWYIX
SOPVX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) 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.
| SOPVX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.86 | -0.02 |
| Martin ratioReturn relative to average drawdown | 3.29 | 3.23 | +0.06 |
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Drawdowns
SOPVX vs. AWYIX - Drawdown Comparison
The maximum SOPVX drawdown since its inception was -56.27%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for SOPVX and AWYIX.
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Drawdown Indicators
| SOPVX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.27% | -35.79% | -20.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -8.35% | -3.77% |
Max Drawdown (3Y)Largest decline over 3 years | -22.17% | -18.72% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -19.82% | -14.78% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | — | — |
Current DrawdownCurrent decline from peak | -2.11% | -1.05% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -4.95% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.22% | +0.87% |
Volatility
SOPVX vs. AWYIX - Volatility Comparison
Allspring Opportunity Fund (SOPVX) has a higher volatility of 3.75% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that SOPVX'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
| SOPVX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 2.78% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 7.54% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 10.24% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 14.42% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 17.76% | +2.12% |
SOPVX vs. AWYIX - Expense Ratio Comparison
SOPVX has a 1.18% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
SOPVX vs. AWYIX - Dividend Comparison
SOPVX's dividend yield for the trailing twelve months is around 8.42%, 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% |
SOPVX Allspring Opportunity Fund | 8.42% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
Frequently Asked Questions
SOPVX and AWYIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOPVX has higher volatility (3.75%) compared to AWYIX (2.78%). In terms of maximum drawdown, SOPVX dropped -56.27% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs 0.70), 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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