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Cibc Atlas Disciplined Equity Fund Institutional Class: (MF: AWEIX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$29.05 USD
-0.47 (-1.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.53 | 71 |
| 3 months | 8.53 | 71 |
| 6 months | 22.10 | 61 |
| 1 Year | 25.95 | 54 |
| 3 Year | 8.65 | 45 |
| 5 Year | 12.97 | 44 |
| 10 Year | 12.31 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.56 |
| Bull Market (2/09 - 3/21) | 796.93 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 25.95 |
| 5 Year | 12.97 |
| 10 Year | 12.31 |
| Since Inception | 10.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.53 | NA | NA | NA |
| 2023 | 4.02 | 6.94 | -3.54 | 12.50 |
| 2022 | -5.49 | -15.07 | -5.35 | 6.66 |
| 2021 | 4.01 | 8.81 | 1.03 | 9.87 |
| 2020 | -17.79 | 19.92 | 8.44 | 11.56 |
| 2019 | 12.95 | 5.28 | 1.32 | 8.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.53 | 20.71 | -18.96 | 25.64 | 19.27 | 30.63 | 0.95 | 20.90 | 9.66 | 2.18 | 14.70 |
| % Total Return Rel to Index | -2.02 | -5.52 | -0.76 | -3.03 | 0.87 | -0.85 | 5.34 | -0.88 | -2.27 | 0.79 | 1.05 |
| % Total Return Rel to Peer | -1.41 | -2.28 | 0.73 | 3.58 | -0.64 | 2.21 | 7.81 | 0.23 | 1.84 | 3.78 | 6.49 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 3.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.24 | 0.22 | 0.14 | 0.15 | 0.18 | 0.32 | 0.15 | 0.14 | 0.14 | 0.12 |
| % Yield | 0.00 | 0.80 | 0.84 | 0.43 | 0.54 | 0.76 | 1.59 | 0.75 | 0.85 | 0.88 | 0.73 |
| Capital Gains ($) | 0.00 | 1.07 | 0.77 | 2.05 | 0.51 | 0.29 | 1.26 | 0.36 | 0.09 | 0.68 | 0.56 |
| Expense Ratio | 0.00 | 0.72 | 0.72 | 0.72 | 0.74 | 0.75 | 0.76 | 0.78 | 0.79 | 0.79 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%