CIBC Private Wealth Management

Statistics as of Apr 04, 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.72%
TTM Yield
0.7%
3yr Sharpe
0.12
YTD Return
-11.8%
3yr Return
7.5%
1yr Return
-1.2%
Total Assets
$2B
6M Money Flow
-$102M
Large Blend
Expense Ratio
0.89%
TTM Yield
6.4%
3yr Sharpe
0.11
YTD Return
-10.4%
3yr Return
7.2%
1yr Return
0.9%
Total Assets
$322M
6M Money Flow
$9M
Large Growth
Expense Ratio
0.92%
TTM Yield
3.1%
3yr Sharpe
0.12
YTD Return
-15.7%
3yr Return
8.7%
1yr Return
-7.0%
Total Assets
$268M
6M Money Flow
$13M
Mid-Cap Growth
Expense Ratio
0.83%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-15.4%
3yr Return
-3.1%
1yr Return
-11.9%
Total Assets
$743M
6M Money Flow
-$18M
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
1.1%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
9.2%
1yr Return
2.0%
Total Assets
$611M
6M Money Flow
$9M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
2.6%
3yr Sharpe
-0.01
YTD Return
-5.5%
3yr Return
6.8%
1yr Return
2.6%
Total Assets
$646M
6M Money Flow
-$21M