STCIX vs. AWYIX
STCIX (Virtus Silvant Large-Cap Growth Stock Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - STCIX is a Large Cap Growth Equities fund managed by Virtus, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, STCIX returned 11.65%/yr vs 7.12%/yr for AWYIX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. STCIX charges 1.23%/yr vs 0.95%/yr for AWYIX.
Performance
STCIX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, STCIX achieves a -1.31% return, which is significantly lower than AWYIX's 3.06% return.
STCIX
- 1D
- 2.14%
- 1M
- -2.15%
- 6M
- 0.76%
- YTD
- -1.31%
- 1Y
- 8.07%
- 3Y*
- 18.54%
- 5Y*
- 11.65%
- 10Y*
- 16.27%
- ALL TIME*
- 10.05%
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 |
STCIX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
STCIX Virtus Silvant Large-Cap Growth Stock Fund | -1.31% | 18.87% | 32.68% | 48.92% | -29.37% | 23.90% | 36.00% | 34.08% | -6.73% |
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 STCIX and AWYIX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.76 |
Over the past year, the correlation between STCIX and AWYIX has dropped to 0.45 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
STCIX vs. AWYIX — Risk / Return Rank
STCIX
AWYIX
STCIX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Large-Cap Growth Stock Fund (STCIX) 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.
| STCIX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.13 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.86 | -0.46 |
| Martin ratioReturn relative to average drawdown | 1.24 | 3.23 | -1.99 |
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Drawdowns
STCIX vs. AWYIX - Drawdown Comparison
The maximum STCIX drawdown since its inception was -51.58%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for STCIX and AWYIX.
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Drawdown Indicators
| STCIX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.58% | -35.79% | -15.79% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -8.35% | -7.85% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -18.72% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -19.82% | -13.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | — | — |
Current DrawdownCurrent decline from peak | -7.97% | -1.05% | -6.92% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -4.95% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 2.22% | +2.94% |
Volatility
STCIX vs. AWYIX - Volatility Comparison
Virtus Silvant Large-Cap Growth Stock Fund (STCIX) has a higher volatility of 4.97% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that STCIX'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
| STCIX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 2.78% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 7.54% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 10.24% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.16% | 14.42% | +7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 17.76% | +4.04% |
STCIX vs. AWYIX - Expense Ratio Comparison
STCIX has a 1.23% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
STCIX vs. AWYIX - Dividend Comparison
STCIX's dividend yield for the trailing twelve months is around 2.61%, 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% |
STCIX Virtus Silvant Large-Cap Growth Stock Fund | 2.61% | 2.15% | 1.15% | 3.61% | 7.72% | 12.40% | 11.52% | 14.30% | 19.54% | 52.96% | 17.29% | 9.82% |
Frequently Asked Questions
STCIX and AWYIX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STCIX has higher volatility (4.97%) compared to AWYIX (2.78%). In terms of maximum drawdown, STCIX dropped -51.58% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs 0.37), 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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