| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 18.13 CAD | 0.05 (+0.26%) | 17.34 - 18.13 | -- |
Market data as of 12:00AM 04/30/13. Quotes are delayed by at least 15 min.
This service aims to provide a superior risk-adjusted rate of return for investors. The asset allocation service achieves its investment objective by investing in a combination of CIBC mutual funds.
| Total Return | 3.94% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | -- |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | -- |
| Fund Inception | 12/05/1997 |
| Timeframe | MUTUAL:CIBC | S&P 500 | Canadian Fixed Income Balanced |
|---|---|---|---|
| 1 Month | 0.10% | 1.93% | 0.71% |
| 3 Month | 1.47% | 7.18% | 2.35% |
| Year-to-Date | 1.47% | 12.74% | 3.13% |
| 1 Year | 3.74% | 16.89% | 6.37% |
| 3 Year | 4.16% | 12.80% | 5.40% |
| 5 Year | 2.79% | 5.21% | 4.02% |
| 10 Year | 4.25% | 7.88% | 4.58% |
| Since Inception | 3.94% | 10.38% | -- |
| Basic Materials | 10.07% | |
|---|---|---|
| Consumer Cyclical | 6.46% | |
| Financial Services | 23.81% | |
| Real Estate | 18.57% | |
| Consumer Defensive | 2.85% | |
| Healthcare | 2.71% | |
| Utilities | 2.18% | |
| Communication Services | 4.40% | |
| Energy | 18.14% | |
| Industrials | 6.86% | |
| Technology | 3.96% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 5.81 | 5.81 | ||
| Bond | 0.00 | 2.80 | 2.80 | ||
| Other | 0.56 | 0.09 | -0.47 | ||
| Foreign Stock | 0.00 | 18.66 | 18.66 | ||
| Foreign Bond | 0.00 | 44.99 | 44.99 | ||
| Total | 0.56 | 72.35 | 71.79 | ||
| Cash | 0.00 | 28.21 | 28.21 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 17.62% | |
|---|---|---|
| AA | 6.96% | |
| A | 10.13% | |
| BBB | 7.23% |
| BB | 1.13% | |
|---|---|---|
| B | 1.77% | |
| Below B | 0.16% | |
| Not Rated | 0.32% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Bond | -- | 25.00% |
| CIBC Money Market | -- | 25.00% |
| CIBC Short-Term Income | -- | 25.00% |
| CIBC Canadian Equity | -- | 15.00% |
| CIBC Canadian Real Estate | -- | 5.00% |
| CIBC US Broad Market Index | -- | 5.00% |
| Valuation | MUTUAL:CIBC | Category Range |
|---|---|---|
| Price/Earnings | 13.84 | |
| Price/Book | 1.78 | |
| Price/Sales | 1.72 | |
| Price/Cash Flow | 6.48 | |
| Dividend Yield | 3.09 | |
| LT Earnings | 12.13 | |
| Historical Earnings | 24.04 | |
| Sales Growth | 2.37 | |
| Cash-Flow Growth | -18.99 | |
| Book-Value Growth | 7.16 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | Below Avg |
| Pretax Return | 4.16% |
|---|---|
| Tax-adjusted Return | 4.16% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
