| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 18.92 CAD | 0.00 (+0.01%) | 17.65 - 18.92 | -- |
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 | 4.25% |
|---|---|
| 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:CIBD | S&P 500 | Canadian Neutral Balanced |
|---|---|---|---|
| 1 Month | 0.08% | 1.93% | 0.27% |
| 3 Month | 2.49% | 7.18% | 2.22% |
| Year-to-Date | 2.49% | 12.74% | 4.05% |
| 1 Year | 4.62% | 16.89% | 7.00% |
| 3 Year | 5.65% | 12.80% | 5.24% |
| 5 Year | 3.42% | 5.21% | 2.94% |
| 10 Year | 5.19% | 7.88% | 6.27% |
| Since Inception | 4.25% | 10.38% | -- |
| Basic Materials | 10.32% | |
|---|---|---|
| Consumer Cyclical | 7.32% | |
| Financial Services | 19.59% | |
| Real Estate | 10.95% | |
| Consumer Defensive | 5.04% | |
| Healthcare | 4.66% | |
| Utilities | 2.45% | |
| Communication Services | 4.67% | |
| Energy | 17.56% | |
| Industrials | 8.84% | |
| Technology | 8.60% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 13.52 | 13.52 | ||
| Bond | 0.00 | 4.43 | 4.43 | ||
| Other | 0.62 | 0.43 | -0.19 | ||
| Foreign Stock | 0.00 | 29.95 | 29.95 | ||
| Foreign Bond | 0.00 | 38.06 | 38.06 | ||
| Total | 0.62 | 86.39 | 85.77 | ||
| Cash | 0.00 | 14.23 | 14.23 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 15.11% | |
|---|---|---|
| AA | 6.38% | |
| A | 8.57% | |
| BBB | 6.46% |
| BB | 1.07% | |
|---|---|---|
| B | 1.76% | |
| Below B | 0.22% | |
| Not Rated | 0.23% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Bond | -- | 25.00% |
| CIBC Canadian Equity | -- | 15.00% |
| CIBC Short-Term Income | -- | 15.00% |
| CIBC US Equity-PF | -- | 10.00% |
| CIBC Money Market | -- | 10.00% |
| CIBC Canadian Small-Cap | -- | 10.00% |
| CIBC Global Bond | -- | 5.00% |
| CIBC Global Equity | -- | 5.00% |
| CIBC Canadian Real Estate | -- | 5.00% |
| Valuation | MUTUAL:CIBD | Category Range |
|---|---|---|
| Price/Earnings | 13.97 | |
| Price/Book | 1.77 | |
| Price/Sales | 1.39 | |
| Price/Cash Flow | 7.10 | |
| Dividend Yield | 2.99 | |
| LT Earnings | 12.09 | |
| Historical Earnings | 21.79 | |
| Sales Growth | 4.89 | |
| Cash-Flow Growth | -9.38 | |
| Book-Value Growth | 5.4 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | Avg |
| Pretax Return | 5.65% |
|---|---|
| Tax-adjusted Return | 5.65% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
