USGLX vs. AWYIX
USGLX (John Hancock U.S. Global Leaders Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - USGLX is a Large Cap Growth Equities fund managed by John Hancock, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, USGLX returned 1.66%/yr vs 7.12%/yr for AWYIX. Their correlation of 0.82 means they have usually moved in the same direction. USGLX charges 1.13%/yr vs 0.95%/yr for AWYIX.
Performance
USGLX vs. AWYIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USGLX achieves a -4.06% return, which is significantly lower than AWYIX's 3.06% return.
USGLX
- 1D
- 1.16%
- 1M
- -0.24%
- 6M
- -1.01%
- YTD
- -4.06%
- 1Y
- -2.62%
- 3Y*
- 7.46%
- 5Y*
- 1.66%
- 10Y*
- 10.88%
- ALL TIME*
- 9.67%
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 |
USGLX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | -4.06% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 1.69% |
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 USGLX and AWYIX is 0.61, 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. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
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 | 0.82 |
Over the past year, the correlation between USGLX and AWYIX has dropped to 0.61 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USGLX vs. AWYIX — Risk / Return Rank
USGLX
AWYIX
USGLX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) 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.
| USGLX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.13 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | 0.86 | -1.20 |
| Martin ratioReturn relative to average drawdown | -0.93 | 3.23 | -4.16 |
Loading charts...
Drawdowns
USGLX vs. AWYIX - Drawdown Comparison
The maximum USGLX drawdown since its inception was -46.82%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for USGLX and AWYIX.
Loading charts...
Drawdown Indicators
| USGLX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -35.79% | -11.03% |
Max Drawdown (1Y)Largest decline over 1 year | -15.97% | -8.35% | -7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -25.58% | -18.72% | -6.86% |
Max Drawdown (5Y)Largest decline over 5 years | -36.80% | -19.82% | -16.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | — | — |
Current DrawdownCurrent decline from peak | -14.59% | -1.05% | -13.54% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -4.95% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.94% | 2.22% | +3.72% |
Volatility
USGLX vs. AWYIX - Volatility Comparison
John Hancock U.S. Global Leaders Growth Fund (USGLX) has a higher volatility of 3.68% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that USGLX'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.
Loading charts...
Volatility by Period
| USGLX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 2.78% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 7.54% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 10.24% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 14.42% | +6.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 17.76% | +2.47% |
USGLX vs. AWYIX - Expense Ratio Comparison
USGLX has a 1.13% expense ratio, which is higher than AWYIX's 0.95% expense ratio.
Dividends
USGLX vs. AWYIX - Dividend Comparison
USGLX's dividend yield for the trailing twelve months is around 29.59%, 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% |
USGLX John Hancock U.S. Global Leaders Growth Fund | 29.59% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
Frequently Asked Questions
USGLX and AWYIX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USGLX has higher volatility (3.68%) compared to AWYIX (2.78%). In terms of maximum drawdown, USGLX dropped -46.82% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs -0.39), 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.
Find the right allocation for USGLX and AWYIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer