| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 19.79 CAD | 0.01 (+0.07%) | 17.24 - 19.79 | -- |
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 | 4.55% |
|---|---|
| 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:CIBG | S&P 500 | Global Equity Balanced |
|---|---|---|---|
| 1 Month | 0.87% | 1.93% | 0.69% |
| 3 Month | 6.90% | 7.18% | 3.09% |
| Year-to-Date | 6.90% | 12.74% | 6.26% |
| 1 Year | 9.64% | 16.89% | 10.36% |
| 3 Year | 7.20% | 12.80% | 5.68% |
| 5 Year | 2.59% | 5.21% | 2.29% |
| 10 Year | 6.37% | 7.88% | 5.19% |
| Since Inception | 4.55% | 10.38% | -- |
| Basic Materials | 10.01% | |
|---|---|---|
| Consumer Cyclical | 11.14% | |
| Financial Services | 18.12% | |
| Real Estate | 2.09% | |
| Consumer Defensive | 8.25% | |
| Healthcare | 6.90% | |
| Utilities | 3.37% | |
| Communication Services | 5.35% | |
| Energy | 13.75% | |
| Industrials | 12.81% | |
| Technology | 8.20% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 13.84 | 13.84 | ||
| Bond | 0.00 | 3.52 | 3.52 | ||
| Other | 0.22 | 0.28 | 0.06 | ||
| Foreign Stock | 0.00 | 54.24 | 54.23 | ||
| Foreign Bond | 0.00 | 20.22 | 20.22 | ||
| Total | 0.22 | 92.10 | 91.87 | ||
| Cash | 0.00 | 7.90 | 7.90 | ||
| 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 Bond | -- | 20.00% |
| CIBC Canadian Equity | -- | 15.00% |
| CIBC Canadian Small-Cap | -- | 15.00% |
| CIBC US Broad Market Index | -- | 15.00% |
| CIBC International Small Companies | -- | 10.00% |
| CIBC Latin American | -- | 5.00% |
| CIBC Money Market | -- | 5.00% |
| CIBC Asia Pacific | -- | 5.00% |
| CIBC European Equity | -- | 5.00% |
| CIBC Global Bond | -- | 5.00% |
| Valuation | MUTUAL:CIBG | Category Range |
|---|---|---|
| Price/Earnings | 16.42 | |
| Price/Book | 1.92 | |
| Price/Sales | 1.24 | |
| Price/Cash Flow | 8.22 | |
| Dividend Yield | 2.36 | |
| LT Earnings | 12.55 | |
| Historical Earnings | 17.12 | |
| Sales Growth | 2.57 | |
| Cash-Flow Growth | -8.58 | |
| Book-Value Growth | 3.77 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Above Avg |
| Pretax Return | 7.20% |
|---|---|
| Tax-adjusted Return | 7.20% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
