AWYIX
CIBC Atlas Equity Income-Inst
$55.37
0.03 (0.05%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 309.467M |
52 Week High | 57.05 |
52 Week Low | 45.099 |
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Key Data
Symbol | AWYIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 55.37 |
Price Yesterday | 55.34 |
Market Cap | 309.47 |
YTD Return | 4.74% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.009 |
Overview
52 Week High | 57.05 |
---|---|
52 Week Low | 45.10 |
Market Cap | 309.47M |
Shares Outstanding | 5.59M |
Income Dividend Yield | 1.67% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.67% |
Returns Annualized
One Day | 14.65% |
---|---|
Five Days | 185.64% |
One Months | -18.19% |
Three Months | 19.94% |
Six Months | 44.60% |
Nine Months | 13.02% |
One Year | 16.53% |
Three Years | 5.92% |
Five Years | 11.97% |
Ten Years | 10.08% |
YTD | 15.95% |
Since Inception | 11.77% |
Returns Total
One Day | 0.05% |
---|---|
Five Days | 2.10% |
One Month | -1.74% |
Three Months | 4.65% |
Six Months | 20.05% |
Nine Months | 9.66% |
One Year | 16.52% |
Three Years | 18.79% |
Five Years | 75.86% |
Ten Years | 160.76% |
YTD | 4.74% |
Since Inception | 371.19% |
Yearly Returns
2024 | 4.74% |
---|---|
2023 | 16.38% |
2022 | -15.57% |
2021 | 29.41% |
2020 | 12.72% |
2019 | 35.05% |
2018 | -1.78% |
2017 | 20.62% |
2016 | 7.80% |
2015 | -6.83% |
Risk against SP-DA
Alpha | -5.97% |
---|---|
Beta | 0.89 |
Correlation | 90.48% |
Downside Deviation | 3.18% |
Coefficient of determination | 81.87% |
Standard Deviation | 3.39% |
Sharpe Ratio | -0.68 |
Sortino | -2.52 |
Treynor | 12.48 |
Ulcer Index | 3.35 |
Ulcer Performance Index | -2.39 |