Performance
Trailing returns
| 1 day | - | ||||
| 1 week | - | ||||
| 4 week | +0.61% |
| |||
| 3 month | +1.87% |
| |||
| YTD | +2.47% |
| |||
| 1 year | +5.39% |
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| 3 years* | +4.79% |
| |||
| 5 years* | +3.44% |
| |||
| *annualised | |||||
| Best 3-month return | +5.32% | |
| Worst 3-month return | -4.24% |
Morningstar statistics
Morningstar category: Canadian Fixed Income Balanced
| Return | Risk | Rating | |
| 3 years | Average | Below Average |
 
|
| 5 years | Average | Below Average |
|
| 10 years | Below Average | Below Average |
|
| Overall | Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | ||
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | - | |
| Fund family | CIBC Securities Inc. |
Asset allocation
| Cash | 10.51% | |
| Stocks | 19.88% | |
| Bonds | 69.83% | |
| Other | -0.22% |
Purchase information
| Initial | CA$500 |
16.53+0.10(0.61%)
Apr 30, 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* | 0.38 | 0.72 | 0.23 | -0.54 | |
| Beta* | 0.69 | 0.60 | 0.61 | 0.62 | |
| Mean annual return | 0.35 | 0.37 | 0.28 | 0.34 | |
| R-squared* | 70.52 | 52.70 | 71.76 | 58.88 | |
| Standard deviation | 1.36 | 1.88 | 3.31 | 3.15 | |
| Sharpe ratio | 2.45 | 1.94 | 0.70 | 0.61 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| CIBC Canadian Short-Term Bond Index | 40.00% | |
| CIBC Canadian Bond Index | 20.00% | |
| CIBC Global Bond Index | 10.00% | |
| CIBC Money Market | 10.00% | |
| CIBC US Broad Market Index | 10.00% | |
| CIBC Canadian Index | 5.00% | |
| CIBC European Index | 5.00% |