| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 19.12 CAD | -0.20 (-1.05%) | 17.68 - 19.39 | -- |
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 | 4.39% |
|---|---|
| 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:CIBF | S&P 500 | Canadian Equity Balanced |
|---|---|---|---|
| 1 Month | -0.33% | 1.93% | -0.34% |
| 3 Month | 2.32% | 7.18% | 1.24% |
| Year-to-Date | 2.32% | 12.74% | 3.39% |
| 1 Year | 2.52% | 16.89% | 6.85% |
| 3 Year | 5.04% | 12.80% | 4.31% |
| 5 Year | 2.71% | 5.21% | 2.79% |
| 10 Year | 6.28% | 7.88% | 6.19% |
| Since Inception | 4.39% | 10.38% | -- |
| Basic Materials | 14.11% | |
|---|---|---|
| Consumer Cyclical | 9.54% | |
| Financial Services | 22.86% | |
| Real Estate | 1.57% | |
| Consumer Defensive | 2.71% | |
| Healthcare | 2.51% | |
| Utilities | 3.35% | |
| Communication Services | 5.61% | |
| Energy | 20.17% | |
| Industrials | 9.83% | |
| Technology | 7.74% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 11.67 | 11.67 | ||
| Bond | 0.00 | 3.52 | 3.52 | ||
| Other | 0.28 | 0.56 | 0.28 | ||
| Foreign Stock | 0.00 | 56.06 | 56.06 | ||
| Foreign Bond | 0.00 | 20.23 | 20.23 | ||
| Total | 0.28 | 92.04 | 91.76 | ||
| Cash | 0.00 | 8.18 | 8.18 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 7.61% | |
|---|---|---|
| AA | 3.28% | |
| A | 4.14% | |
| BBB | 3.78% |
| BB | 0.71% | |
|---|---|---|
| B | 1.39% | |
| Below B | 0.19% | |
| Not Rated | 0.09% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Equity | -- | 25.00% |
| CIBC Canadian Small-Cap | -- | 25.00% |
| CIBC Canadian Bond | -- | 20.00% |
| CIBC US Broad Market Index | -- | 10.00% |
| CIBC Emerging Markets | -- | 5.00% |
| CIBC Global Bond | -- | 5.00% |
| CIBC Global Equity | -- | 5.00% |
| CIBC Money Market | -- | 5.00% |
| Valuation | MUTUAL:CIBF | Category Range |
|---|---|---|
| Price/Earnings | 14.93 | |
| Price/Book | 1.68 | |
| Price/Sales | 1.24 | |
| Price/Cash Flow | 6.97 | |
| Dividend Yield | 2.66 | |
| LT Earnings | 12.58 | |
| Historical Earnings | 17 | |
| Sales Growth | 2.55 | |
| Cash-Flow Growth | -10.85 | |
| Book-Value Growth | 1.71 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Avg |
| Pretax Return | 5.04% |
|---|---|
| Tax-adjusted Return | 5.04% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
