| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 18.65 CAD | 0.00 (+0.01%) | 18.15 - 18.65 | -- |
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 | 4.20% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | -- |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | -- |
| Fund Inception | 02/03/1998 |
| Timeframe | MUTUAL:CIBM | S&P 500 | Canadian Fixed Income Balanced |
|---|---|---|---|
| 1 Month | 0.08% | 1.93% | 0.71% |
| 3 Month | 0.85% | 7.18% | 2.35% |
| Year-to-Date | 0.85% | 12.74% | 3.13% |
| 1 Year | 2.41% | 16.89% | 6.37% |
| 3 Year | 2.88% | 12.80% | 5.40% |
| 5 Year | 2.73% | 5.21% | 4.02% |
| 10 Year | 4.22% | 7.88% | 4.58% |
| Since Inception | 4.20% | 10.38% | -- |
| Basic Materials | 17.08% | |
|---|---|---|
| Consumer Cyclical | 3.19% | |
| Financial Services | 27.59% | |
| Real Estate | 4.27% | |
| Consumer Defensive | 3.26% | |
| Healthcare | 1.52% | |
| Utilities | 1.84% | |
| Communication Services | 6.46% | |
| Energy | 23.95% | |
| Industrials | 8.81% | |
| Technology | 2.04% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 0.01 | 0.01 | ||
| Bond | 0.00 | 0.11 | 0.11 | ||
| Other | 0.27 | 0.04 | -0.23 | ||
| Foreign Stock | 0.00 | 15.00 | 15.00 | ||
| Foreign Bond | 0.00 | 60.21 | 60.21 | ||
| Total | 0.27 | 75.37 | 75.10 | ||
| Cash | 0.00 | 24.90 | 24.90 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 30.96% | |
|---|---|---|
| AA | 15.68% | |
| A | 6.75% | |
| BBB | 4.41% |
| BB | 0.00% | |
|---|---|---|
| B | 0.00% | |
| Below B | 0.00% | |
| Not Rated | 0.14% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Short-Term Bond Index | -- | 40.00% |
| CIBC Money Market | -- | 25.00% |
| CIBC Canadian Bond Index | -- | 20.00% |
| CIBC Canadian Index | -- | 15.00% |
| Valuation | MUTUAL:CIBM | Category Range |
|---|---|---|
| Price/Earnings | 14.89 | |
| Price/Book | 1.81 | |
| Price/Sales | 1.66 | |
| Price/Cash Flow | 8.11 | |
| Dividend Yield | 3.16 | |
| LT Earnings | 10.54 | |
| Historical Earnings | 17.18 | |
| Sales Growth | 2.41 | |
| Cash-Flow Growth | 4.29 | |
| Book-Value Growth | 4.99 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Low | |
| Return | Low |
| Pretax Return | 2.88% |
|---|---|
| Tax-adjusted Return | 2.88% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
