| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 20.81 CAD | -0.02 (-0.07%) | 18.60 - 20.82 | -- |
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 | 4.65% |
|---|---|
| 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:CIBJ | S&P 500 | Canadian Equity Balanced |
|---|---|---|---|
| 1 Month | 0.44% | 1.93% | -0.34% |
| 3 Month | 4.75% | 7.18% | 1.24% |
| Year-to-Date | 4.75% | 12.74% | 3.39% |
| 1 Year | 7.00% | 16.89% | 6.85% |
| 3 Year | 6.01% | 12.80% | 4.31% |
| 5 Year | 2.39% | 5.21% | 2.79% |
| 10 Year | 6.04% | 7.88% | 6.19% |
| Since Inception | 4.65% | 10.38% | -- |
| Basic Materials | 13.84% | |
|---|---|---|
| Consumer Cyclical | 9.69% | |
| Financial Services | 22.56% | |
| Real Estate | 1.68% | |
| Consumer Defensive | 2.88% | |
| Healthcare | 2.63% | |
| Utilities | 3.07% | |
| Communication Services | 5.30% | |
| Energy | 20.11% | |
| Industrials | 10.47% | |
| Technology | 7.78% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 14.11 | 14.11 | ||
| Bond | 0.00 | 1.86 | 1.86 | ||
| Other | 0.23 | 0.78 | 0.56 | ||
| Foreign Stock | 0.00 | 54.41 | 54.41 | ||
| Foreign Bond | 0.00 | 21.45 | 21.45 | ||
| Total | 0.23 | 92.61 | 92.39 | ||
| Cash | 0.00 | 7.61 | 7.61 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 7.37% | |
|---|---|---|
| AA | 2.58% | |
| A | 3.97% | |
| BBB | 3.98% |
| BB | 0.78% | |
|---|---|---|
| B | 1.67% | |
| Below B | 0.16% | |
| Not Rated | 0.10% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Equity | -- | 26.00% |
| CIBC Canadian Small-Cap | -- | 25.00% |
| CIBC Canadian Bond | -- | 24.00% |
| CIBC US Broad Market Index | -- | 10.00% |
| CIBC Global Equity | -- | 10.00% |
| CIBC Money Market | -- | 5.00% |
| Valuation | MUTUAL:CIBJ | Category Range |
|---|---|---|
| Price/Earnings | 15.64 | |
| Price/Book | 1.81 | |
| Price/Sales | 1.34 | |
| Price/Cash Flow | 7.33 | |
| Dividend Yield | 2.61 | |
| LT Earnings | 12.65 | |
| Historical Earnings | 17.76 | |
| Sales Growth | 2.34 | |
| Cash-Flow Growth | -11.21 | |
| Book-Value Growth | 3.89 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 6.01% |
|---|---|
| Tax-adjusted Return | 6.01% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
