AWMVX Performance — CIBC Atlas Mid Cap Equity Fund, Investor Class
Data updated: 2026-09-29
AWMVX returned +5.03% year to date and +4.79% over one year to Jul 2026. Annualised returns are +8.36% over 3 years and +3.33% over 5 years. The fund trailed its US Mid-Cap Blend category average: $100 invested three years ago grew to $127, against $144 for the category, and to $105 over one year, against $119. Volatility over the past three years was 16.52% a year. In the 12 months to Jul 2026 the fund lost a net $166.1M, and assets reached $673.59M. Returns are those of sibling share class AWMIX; this class's own returns are not reported in filings.
AWMVX Growth of $100
What $100 invested in CIBC Atlas Mid Cap Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | AWMVX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $105 | $119 |
| 3 years (Aug 2023 – Jul 2026) | $127 | $144 |
| 5 years (Aug 2021 – Jul 2026) | $118 | $145 |
| Since data start (Aug 2019 – Jul 2026) | $169 | $204 |
AWMVX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.03% |
| 1 year | +4.79% |
| 3 years (annualised) | +8.36% |
| 5 years (annualised) | +3.33% |
AWMVX Annual Returns
Calendar-year total returns of CIBC Atlas Mid Cap Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +5.03% |
| 2025 | +8.49% |
| 2024 | +20.06% |
| 2023 | +5.79% |
| 2022 | −15.23% |
| 2021 | +27.19% |
| 2020 | +7.26% |
| 2019 (Aug–Dec) | +1.01% |
AWMVX 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 | −1.5% | +6.7% | −7.0% | +3.2% | −2.6% | +4.3% | +2.4% | — | — | — | — | — |
| 2025 | +8.8% | +0.6% | −6.9% | −4.8% | +0.1% | +4.5% | +7.0% | −0.2% | 0.0% | +0.3% | +1.7% | −1.9% |
| 2024 | +11.3% | −6.5% | +3.0% | +6.8% | −1.2% | +1.7% | +2.0% | −0.3% | +1.6% | +2.3% | +5.9% | −6.8% |
| 2023 | +5.7% | −1.4% | +0.7% | −1.0% | +2.3% | +7.7% | −0.6% | −5.7% | −5.3% | −3.1% | −0.2% | +7.7% |
| 2022 | −2.9% | −8.7% | +2.4% | −3.7% | +10.7% | −8.2% | +0.3% | +5.9% | −7.9% | −3.1% | +7.1% | −6.2% |
| 2021 | +12.8% | +4.5% | +2.3% | +3.5% | +3.7% | +3.8% | −1.4% | +5.8% | −4.5% | +2.2% | −11.3% | +4.9% |
| 2020 | +5.2% | +13.5% | −16.9% | −6.7% | +7.2% | −0.2% | +7.3% | −1.9% | −2.2% | +2.8% | −3.1% | +5.5% |
| 2019 | — | — | — | — | — | — | — | +1.7% | −0.3% | −2.0% | −0.2% | +1.9% |
AWMVX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 16.52%
- 3-year Sharpe ratio: 0.23 (vs 4.5% risk-free rate)
- Best month: +11.33% (Jan 2024)
- Worst month: −7.01% (Mar 2026)
AWMVX Fund Flows
Monthly money in and out of CIBC Atlas Mid Cap Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$166.1M
- 12-month gross sales (incl. reinvestments): $105.1M
- Sales ÷ redemptions: 0.39×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.5M | $11.6M | −$9.1M |
| Jun 2026 | $2.3M | $9.4M | −$7.0M |
| May 2026 | $2.1M | $9.3M | −$7.2M |
| Apr 2026 | $3.4M | $28.0M | −$24.5M |
| Mar 2026 | $2.1M | $17.9M | −$15.9M |
| Feb 2026 | $1.7M | $12.4M | −$10.7M |
| Jan 2026 | $2.1M | $23.0M | −$20.9M |
| Dec 2025 | $76.0M | $75.3M | $681K |
| Nov 2025 | $6.5M | $43.0M | −$36.5M |
| Oct 2025 | $3.0M | $10.3M | −$7.3M |
| Sep 2025 | $1.9M | $15.3M | −$13.4M |
| Aug 2025 | $1.5M | $15.8M | −$14.3M |
AWMVX Assets Under Management
Net assets of CIBC Atlas Mid Cap Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $673.59M |
| 2026-04-30 | $669.92M |
| 2026-01-31 | $705.29M |
| 2025-10-31 | $855.86M |
| 2025-07-31 | $890.46M |
| 2025-04-30 | $819.81M |
| 2025-01-31 | $921.56M |
| 2024-10-31 | $881.03M |
| 2024-07-31 | $855.31M |
| 2024-04-30 | $830.28M |
| 2024-01-31 | $794.99M |
| 2023-10-31 | $674.13M |
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.