| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 18.92 CAD | -0.01 (-0.06%) | 18.17 - 18.94 | -- |
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 | 4.30% |
|---|---|
| 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:CIBN | S&P 500 | Canadian Fixed Income Balanced |
|---|---|---|---|
| 1 Month | 0.19% | 1.93% | 0.71% |
| 3 Month | 1.59% | 7.18% | 2.35% |
| Year-to-Date | 1.59% | 12.74% | 3.13% |
| 1 Year | 3.32% | 16.89% | 6.37% |
| 3 Year | 3.57% | 12.80% | 5.40% |
| 5 Year | 2.86% | 5.21% | 4.02% |
| 10 Year | 4.66% | 7.88% | 4.58% |
| Since Inception | 4.30% | 10.38% | -- |
| Basic Materials | 14.43% | |
|---|---|---|
| Consumer Cyclical | 5.30% | |
| Financial Services | 24.87% | |
| Real Estate | 3.81% | |
| Consumer Defensive | 4.62% | |
| Healthcare | 3.50% | |
| Utilities | 2.05% | |
| Communication Services | 5.99% | |
| Energy | 21.26% | |
| Industrials | 9.44% | |
| Technology | 4.72% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 4.62 | 4.62 | ||
| Bond | 0.00 | 0.13 | 0.13 | ||
| Other | 0.23 | 0.06 | -0.16 | ||
| Foreign Stock | 0.00 | 20.33 | 20.33 | ||
| Foreign Bond | 0.00 | 50.24 | 50.24 | ||
| Total | 0.23 | 75.38 | 75.16 | ||
| Cash | 0.00 | 24.85 | 24.85 | ||
| Total Net Assets | -- |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 24.91% | |
|---|---|---|
| AA | 13.54% | |
| A | 5.77% | |
| BBB | 3.80% |
| BB | 0.00% | |
|---|---|---|
| B | 0.00% | |
| Below B | 0.00% | |
| Not Rated | 0.14% |
| Company | YTD Return | % of Assets |
|---|---|---|
| CIBC Canadian Bond Index | -- | 25.00% |
| CIBC Canadian Short-Term Bond Index | -- | 25.00% |
| CIBC Money Market | -- | 25.00% |
| CIBC Canadian Index | -- | 20.00% |
| CIBC US Broad Market Index | -- | 5.00% |
| Valuation | MUTUAL:CIBN | Category Range |
|---|---|---|
| Price/Earnings | 15.24 | |
| Price/Book | 1.90 | |
| Price/Sales | 1.58 | |
| Price/Cash Flow | 8.41 | |
| Dividend Yield | 2.97 | |
| LT Earnings | 10.37 | |
| Historical Earnings | 16.77 | |
| Sales Growth | 2.66 | |
| Cash-Flow Growth | 4.69 | |
| Book-Value Growth | 5.25 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | Low |
| Pretax Return | 3.57% |
|---|---|
| Tax-adjusted Return | 3.57% |
| Tax Cost Ratio | 0.00% |
| Potential Cap Gains | -- |
