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CIBC Atlas Equity Income Institutional (AWYIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.08+0.05 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.98%
5-year average return12.36%
Number of years up10
Number of years down3
Best 1-yr total return (4 Jul 2024)35.05%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.05%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAWYIXCategory
YTD11.05%5.31%
1-month1.74%-4.19%
3-month2.90%3.90%
1-year19.84%20.31%
3-year7.13%6.48%
5-year12.69%11.78%
10-year10.12%10.96%
Last bull market24.61%25.56%
Last bear market-11.75%-15.11%

Annual total return (%) history

Year
AWYIXCategory
2024
N/AN/A
2023
16.38%22.32%
2022
-15.57%-16.96%
2021
29.41%26.07%
2020
12.72%15.83%
2019
35.05%28.78%
2018
-1.78%-6.27%
2017
20.62%20.44%
2016
7.80%10.37%
2015
-6.83%-1.07%
2014
9.57%10.96%
2013
26.51%31.50%
2012
7.22%14.96%
2011
9.92%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%2.90%N/AN/A
20232.87%4.84%-4.31%12.77%
2022-2.95%-11.75%-5.52%4.33%
20216.82%7.50%1.37%11.17%
2020-19.67%18.08%6.21%11.87%
201911.79%5.79%6.16%7.57%
2018-2.01%3.19%9.26%-11.10%
20176.47%4.30%3.51%4.93%
2016-1.13%3.64%1.94%3.20%
20151.67%-0.42%-11.65%4.16%
20142.59%4.20%-1.18%3.72%
201312.11%-1.19%4.59%9.19%
20126.62%-3.77%3.99%0.50%
20116.42%1.00%-10.92%14.79%
201013.42%7.20%N/AN/A

Rank in category (by total return)

YTD71
1-month74
3-month54
1-year68
3-year70
5-year67

Load adjusted returns

1-year19.84%
3-year7.13%
5-year12.69%
10-year10.12%