| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 19.31 CAD | -0.10 (-0.52%) | 17.78 - 19.41 | -- |
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 | 4.42% |
|---|---|
| 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:CIBE | S&P 500 | Canadian Neutral Balanced |
|---|---|---|---|
| 1 Month | 0.13% | 1.93% | 0.27% |
| 3 Month | 3.04% | 7.18% | 2.22% |
| Year-to-Date | 3.04% | 12.74% | 4.05% |
| 1 Year | 4.46% | 16.89% | 7.00% |
| 3 Year | 5.52% | 12.80% | 5.24% |
| 5 Year | 2.74% | 5.21% | 2.94% |
| 10 Year | 5.49% | 7.88% | 6.27% |
| Since Inception | 4.42% | 10.38% | -- |
| Basic Materials | 12.44% | |
|---|---|---|
| Consumer Cyclical | 10.71% | |
| Financial Services | 21.08% | |
| Real Estate | 2.04% | |
| Consumer Defensive | 3.18% | |
| Healthcare | 3.04% | |
| Utilities | 2.71% | |
| Communication Services | 4.79% | |
| Energy | 17.96% | |
| Industrials | 12.60% | |
| Technology | 9.46% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 11.99 | 11.99 | ||
| Bond | 0.00 | 4.26 | 4.26 | ||
| Other | 0.25 | 0.46 | 0.21 | ||
| Foreign Stock | 0.00 | 41.49 | 41.49 | ||
| Foreign Bond | 0.00 | 33.50 | 33.50 | ||
| Total | 0.25 | 91.70 | 91.45 | ||
| Cash | 0.00 | 8.54 | 8.54 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 13.13% | |
|---|---|---|
| AA | 5.52% | |
| A | 7.37% | |
| BBB | 5.84% |
| BB | 1.00% | |
|---|---|---|
| B | 1.75% | |
| Below B | 0.22% | |
| Not Rated | 0.19% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Bond | -- | 25.00% |
| CIBC Canadian Equity | -- | 20.00% |
| CIBC Canadian Small-Cap | -- | 15.00% |
| CIBC Short-Term Income | -- | 10.00% |
| CIBC US Broad Market Index | -- | 5.00% |
| CIBC US Small Companies | -- | 5.00% |
| CIBC Global Bond | -- | 5.00% |
| CIBC Global Equity | -- | 5.00% |
| CIBC International Small Companies | -- | 5.00% |
| CIBC Money Market | -- | 5.00% |
| Valuation | MUTUAL:CIBE | Category Range |
|---|---|---|
| Price/Earnings | 15.64 | |
| Price/Book | 1.81 | |
| Price/Sales | 1.21 | |
| Price/Cash Flow | 7.37 | |
| Dividend Yield | 2.44 | |
| LT Earnings | 12.9 | |
| Historical Earnings | 18.92 | |
| Sales Growth | 2.5 | |
| Cash-Flow Growth | -11.33 | |
| Book-Value Growth | 3.7 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Avg |
| Pretax Return | 5.52% |
|---|---|
| Tax-adjusted Return | 5.52% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
