CIBC Private Wealth Management

Statistics as of Apr 02, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
1.0%
3yr Sharpe
0.14
YTD Return
10.2%
3yr Return
21.2%
1yr Return
11.8%
Total Assets
$670M
6M Money Flow
$9M
Large Growth
Expense Ratio
0.92%
TTM Yield
2.8%
3yr Sharpe
0.12
YTD Return
-5.3%
3yr Return
22.8%
1yr Return
3.2%
Total Assets
$300M
6M Money Flow
$13M
Large Blend
Expense Ratio
0.89%
TTM Yield
5.8%
3yr Sharpe
0.11
YTD Return
-0.6%
3yr Return
19.1%
1yr Return
11.4%
Total Assets
$357M
6M Money Flow
$9M
Mid-Cap Growth
Expense Ratio
0.83%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-4.1%
3yr Return
10.5%
1yr Return
-1.7%
Total Assets
$842M
6M Money Flow
-$18M
Large Blend
Expense Ratio
0.72%
TTM Yield
0.6%
3yr Sharpe
0.12
YTD Return
-2.5%
3yr Return
19.7%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
-$102M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
2.4%
3yr Sharpe
-0.01
YTD Return
0.3%
3yr Return
13.7%
1yr Return
8.5%
Total Assets
$688M
6M Money Flow
-$21M