Nasdaq - Delayed Quote USD
CIBC Atlas Equity Income Institutional (AWYIX)
55.41
+3.44
+(6.62%)
At close: 8:03:52 PM EDT
Fund Summary
The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -12.36% |
| 5y Average Return | 11.82% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AWYIX | Category Average | AWYIX | Category Average | AWYIX | Category Average | |
| Alpha | -2.46 | -0.01 | -0.82 | -0.01 | -1.17 | -0.01 |
| BETA | 0.86 | 0.01 | 0.89 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | 0.58 | 0.01 | 1.34 | 0.01 | 0.91 | 0.01 |
| R-squared | 90.76 | 0.94 | 92.52 | 0.95 | 92.69 | 0.95 |
| Standard Deviation | 15.65 | 0.17 | 15.64 | 0.19 | 14.56 | 0.15 |
| Sharpe Ratio | 0.16 | 0 | 0.85 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | 1.48 | 0.03 | 14.71 | 0.1 | 9.1 | 0.1 |
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