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Cibc Atlas Disciplined Equity Fund Institutional Class: (MF: AWEIX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:21 PM ET

$30.79 USD

+0.07 (0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.29 83
3 months 7.16 49
6 months 4.29 81
1 Year 17.75 71
3 Year 16.45 69
5 Year 8.96 57
10 Year 13.20 45

* 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) 1,046.53

Load Adjusted Returns as of May 31, 2026

1 Year 6.24
5 Year 7.65
10 Year 12.02
Since Inception 10.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.00 NA NA NA
2025 -3.28 6.88 6.28 1.66
2024 8.53 3.71 4.57 1.16
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.2911.6919.0920.71-18.9625.6419.2730.630.9520.909.66
% Total Return Rel to Index -4.77-6.52-5.92-5.52-0.76-3.030.87-0.855.34-0.88-2.27
% Total Return Rel to Peer -4.14-1.01-0.30-2.280.733.58-0.642.217.810.231.84
% Perf Quintile vs Peer* 5.003.003.003.003.003.003.003.001.003.003.00
% Dividends 0.000.130.190.240.220.140.150.180.320.150.14
% Yield 0.000.380.370.410.840.430.540.761.590.750.85
Capital Gains ($) 0.004.261.791.070.772.050.510.291.260.360.09
Expense Ratio 0.000.710.720.720.720.720.740.750.760.780.79

* 1 = Top 20%, 5 = Bottom 20%