Performance
Trailing returns
| 1 day | - | ||||
| 1 week | - | ||||
| 4 week |
| -0.65% | |||
| 3 month |
| -0.22% | |||
| YTD | +0.27% |
| |||
| 1 year | +1.22% |
| |||
| 3 years* | +3.15% |
| |||
| 5 years* | +3.26% |
| |||
| *annualised | |||||
| Best 3-month return | +4.66% | |
| Worst 3-month return | -1.83% |
Morningstar statistics
Morningstar category: Canadian Fixed Income
| Return | Risk | Rating | |
| 3 years | Low | Low |
 
|
| 5 years | Low | Low |
|
| 10 years | Low | Low |
|
| Overall | Low | Low |
|
Key statistics
| Total assets | ||
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | - | |
| Fund family | CIBC Securities Inc. |
Asset allocation
| Cash | 22.80% | |
| Stocks | 0.00% | |
| Bonds | 77.24% | |
| Other | -0.04% |
Purchase information
| Initial | CA$500 |
16.80-0.11(-0.65%)
May 31, 4:30pm GMT-4
Overall Morningstar RatingTM
Description
The investment objective aims to provide a superior risk-adjusted rate of return based on client's degree of risk tolerance. The asset allocation service achieves its investment objective by investing in a combination of CIBC mutual funds.
Advisor Company:
CIBC
CIBC
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -0.03 | -0.13 | -0.43 | -0.83 | |
| Beta* | 0.42 | 0.48 | 0.56 | 0.54 | |
| Mean annual return | 0.10 | 0.26 | 0.27 | 0.26 | |
| R-squared* | 83.37 | 86.24 | 87.26 | 64.36 | |
| Standard deviation | 1.27 | 1.68 | 2.19 | 2.33 | |
| Sharpe ratio | 0.22 | 1.33 | 1.04 | 0.44 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| CIBC Short-Term Income | 35.00% | |
| CIBC Canadian Bond Index | 20.00% | |
| CIBC Money Market | 20.00% | |
| CIBC Canadian Short-Term Bond Index | 15.00% | |
| CIBC Global Bond Index | 10.00% |