WPSGX vs. AWYIX
WPSGX (AB Concentrated Growth Fund) and AWYIX (CIBC Atlas Equity Income Fund) are both mutual funds - WPSGX is a Large Cap Growth Equities fund managed by AllianceBernstein, while AWYIX is a Dividend fund managed by CIBC Private Wealth Management. Over the past 5 years, WPSGX returned 2.09%/yr vs 7.12%/yr for AWYIX. Their correlation of 0.87 means they have usually moved in the same direction. WPSGX charges 0.75%/yr vs 0.95%/yr for AWYIX.
Performance
WPSGX vs. AWYIX - Performance Comparison
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Returns By Period
In the year-to-date period, WPSGX achieves a -4.14% return, which is significantly lower than AWYIX's 3.06% return.
WPSGX
- 1D
- 1.16%
- 1M
- 0.20%
- 6M
- -3.16%
- YTD
- -4.14%
- 1Y
- -3.87%
- 3Y*
- 6.05%
- 5Y*
- 2.09%
- 10Y*
- 11.68%
- ALL TIME*
- 5.99%
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 |
WPSGX vs. AWYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WPSGX AB Concentrated Growth Fund | -4.14% | 6.29% | 11.16% | 19.70% | -24.61% | 31.53% | 21.22% | 44.50% | -1.02% |
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 WPSGX and AWYIX is 0.63, 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. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2018 | 0.87 |
Over the past year, the correlation between WPSGX and AWYIX has dropped to 0.63 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
WPSGX vs. AWYIX — Risk / Return Rank
WPSGX
AWYIX
WPSGX vs. AWYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Concentrated Growth Fund (WPSGX) 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.
| WPSGX | AWYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.13 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 0.86 | -1.24 |
| Martin ratioReturn relative to average drawdown | -0.91 | 3.23 | -4.14 |
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Drawdowns
WPSGX vs. AWYIX - Drawdown Comparison
The maximum WPSGX drawdown since its inception was -90.28%, which is greater than AWYIX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for WPSGX and AWYIX.
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Drawdown Indicators
| WPSGX | AWYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.28% | -35.79% | -54.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.52% | -8.35% | -7.17% |
Max Drawdown (3Y)Largest decline over 3 years | -18.66% | -18.72% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -19.82% | -12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | — | — |
Current DrawdownCurrent decline from peak | -7.28% | -1.05% | -6.23% |
Average DrawdownAverage peak-to-trough decline | -36.56% | -4.95% | -31.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.58% | 2.22% | +4.36% |
Volatility
WPSGX vs. AWYIX - Volatility Comparison
AB Concentrated Growth Fund (WPSGX) has a higher volatility of 2.93% compared to CIBC Atlas Equity Income Fund (AWYIX) at 2.78%. This indicates that WPSGX'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
| WPSGX | AWYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 2.78% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 7.54% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.70% | 10.24% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 14.42% | +3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 17.76% | +1.66% |
WPSGX vs. AWYIX - Expense Ratio Comparison
WPSGX has a 0.75% expense ratio, which is lower than AWYIX's 0.95% expense ratio.
Dividends
WPSGX vs. AWYIX - Dividend Comparison
WPSGX's dividend yield for the trailing twelve months is around 8.88%, 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% |
WPSGX AB Concentrated Growth Fund | 8.88% | 8.52% | 11.43% | 1.15% | 1.95% | 10.55% | 3.56% | 6.53% | 8.08% | 3.51% | 0.44% | 2.89% |
Frequently Asked Questions
WPSGX and AWYIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WPSGX has higher volatility (2.93%) compared to AWYIX (2.78%). In terms of maximum drawdown, WPSGX dropped -90.28% vs AWYIX's -35.79%.
AWYIX currently has the higher Sharpe Ratio (0.70 vs -0.44), 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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