AWEIX Performance — CIBC Atlas Disciplined Equity Fund, Institutional Class
Data updated: 2026-09-29
AWEIX returned +4.44% year to date and +9.61% over one year to Jul 2026. Annualised returns are +13.40% over 3 years and +7.78% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $146, against $153 for the category, and to $110 over one year, against $116. Volatility over the past three years was 12.39% a year. In the 12 months to Jul 2026 the fund lost a net $321.1M, and assets reached $1.34B.
AWEIX Growth of $100
What $100 invested in CIBC Atlas Disciplined Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | AWEIX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $110 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $146 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $145 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $219 | $226 |
AWEIX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.44% |
| 1 year | +9.61% |
| 3 years (annualised) | +13.40% |
| 5 years (annualised) | +7.78% |
AWEIX Annual Returns
Calendar-year total returns of CIBC Atlas Disciplined Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +4.44% |
| 2025 | +13.25% |
| 2024 | +26.28% |
| 2023 | +11.44% |
| 2022 | −15.05% |
| 2021 | +36.28% |
| 2020 | +8.28% |
| 2019 (Aug–Dec) | +5.00% |
AWEIX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +9.7% | −5.5% | −2.8% | +1.9% | −2.1% | +3.3% | — | — | — | — | — |
| 2025 | +5.0% | −2.6% | −4.7% | −1.6% | +2.6% | +4.5% | +5.0% | +1.1% | +1.8% | +1.9% | +0.1% | 0.0% |
| 2024 | +9.3% | −3.6% | +2.9% | +4.2% | +1.5% | +3.1% | +4.3% | −0.7% | +1.2% | +1.8% | +3.2% | −2.9% |
| 2023 | +5.0% | +2.0% | +2.5% | −3.7% | +3.0% | +4.9% | −0.1% | −1.1% | −5.0% | −1.4% | +1.3% | +4.1% |
| 2022 | −1.3% | −9.3% | +2.5% | −2.4% | +9.2% | −7.0% | +0.8% | +7.1% | −9.3% | −4.5% | +5.4% | −5.1% |
| 2021 | +11.1% | +6.4% | +4.6% | +1.5% | +3.3% | +1.9% | +0.3% | +7.2% | −4.7% | +2.6% | −5.5% | +3.9% |
| 2020 | +3.2% | +12.6% | −11.4% | −7.5% | +4.9% | +1.8% | +4.6% | −2.4% | −3.1% | +6.6% | −2.0% | +3.0% |
| 2019 | — | — | — | — | — | — | — | +2.0% | +1.3% | −1.6% | +0.4% | +3.0% |
AWEIX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.39%
- 3-year Sharpe ratio: 0.72 (vs 4.5% risk-free rate)
- Best month: +9.70% (Feb 2026)
- Worst month: −5.47% (Mar 2026)
AWEIX Fund Flows
Monthly money in and out of CIBC Atlas Disciplined Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$321.1M
- 12-month gross sales (incl. reinvestments): $243.3M
- Sales ÷ redemptions: 0.43×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.3M | $73.3M | −$72.1M |
| Jun 2026 | $3.3M | $51.0M | −$47.7M |
| May 2026 | $581K | $64.2M | −$63.6M |
| Apr 2026 | $5.9M | $44.2M | −$38.3M |
| Mar 2026 | $2.4M | $68.1M | −$65.8M |
| Feb 2026 | $1.2M | $63.1M | −$61.9M |
| Jan 2026 | $2.8M | $11.8M | −$9.1M |
| Dec 2025 | $206.5M | $95.5M | $111.0M |
| Nov 2025 | $5.8M | $26.9M | −$21.1M |
| Oct 2025 | $3.5M | $25.9M | −$22.4M |
| Sep 2025 | $6.4M | $21.8M | −$15.3M |
| Aug 2025 | $3.7M | $18.7M | −$15.0M |
AWEIX Assets Under Management
Net assets of CIBC Atlas Disciplined Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.34B |
| 2026-04-30 | $1.48B |
| 2026-01-31 | $1.64B |
| 2025-10-31 | $1.77B |
| 2025-07-31 | $1.74B |
| 2025-04-30 | $1.60B |
| 2025-01-31 | $1.78B |
| 2024-10-31 | $1.77B |
| 2024-07-31 | $1.75B |
| 2024-04-30 | $1.62B |
| 2024-01-31 | $1.59B |
| 2023-10-31 | $1.42B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.