| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 19.06 CAD | -0.02 (-0.09%) | 18.36 - 19.09 | -- |
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 | 4.09% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | -- |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | -- |
| Fund Inception | 02/13/1997 |
| Timeframe | MUTUAL:CIBH | S&P 500 | Canadian Fixed Income Balanced |
|---|---|---|---|
| 1 Month | -0.06% | 1.93% | 0.71% |
| 3 Month | 1.04% | 7.18% | 2.35% |
| Year-to-Date | 1.04% | 12.74% | 3.13% |
| 1 Year | 2.80% | 16.89% | 6.37% |
| 3 Year | 3.08% | 12.80% | 5.40% |
| 5 Year | 2.23% | 5.21% | 4.02% |
| 10 Year | 4.09% | 7.88% | 4.58% |
| Since Inception | 4.09% | 10.38% | -- |
| Basic Materials | 13.75% | |
|---|---|---|
| Consumer Cyclical | 4.05% | |
| Financial Services | 32.97% | |
| Real Estate | 3.06% | |
| Consumer Defensive | 2.76% | |
| Healthcare | 0.22% | |
| Utilities | 2.33% | |
| Communication Services | 6.84% | |
| Energy | 25.21% | |
| Industrials | 7.72% | |
| Technology | 1.10% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 0.00 | 0.00 | ||
| Bond | 0.00 | 2.03 | 2.03 | ||
| Other | 0.21 | 0.01 | -0.20 | ||
| Foreign Stock | 0.00 | 23.74 | 23.74 | ||
| Foreign Bond | 0.00 | 46.16 | 46.16 | ||
| Total | 0.21 | 71.94 | 71.73 | ||
| Cash | 0.00 | 27.74 | 27.74 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 20.17% | |
|---|---|---|
| AA | 8.31% | |
| A | 9.55% | |
| BBB | 6.25% |
| BB | 0.81% | |
|---|---|---|
| B | 1.08% | |
| Below B | 0.10% | |
| Not Rated | 0.29% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Money Market | -- | 25.00% |
| CIBC Short-Term Income | -- | 25.00% |
| CIBC Canadian Bond | -- | 15.00% |
| CIBC Canadian Equity | -- | 15.00% |
| CIBC Canadian Short-Term Bond Index | -- | 10.00% |
| CIBC Dividend Growth | -- | 10.00% |
| Valuation | MUTUAL:CIBH | Category Range |
|---|---|---|
| Price/Earnings | 14.57 | |
| Price/Book | 1.87 | |
| Price/Sales | 1.67 | |
| Price/Cash Flow | 6.67 | |
| Dividend Yield | 3.29 | |
| LT Earnings | 12.32 | |
| Historical Earnings | 18.36 | |
| Sales Growth | 2.29 | |
| Cash-Flow Growth | -18.05 | |
| Book-Value Growth | 5.71 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | Low |
| Pretax Return | 3.08% |
|---|---|
| Tax-adjusted Return | 3.08% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
