CIBC Private Wealth Management

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 6 distinct funds
Download top 1000 CSV
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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.72%
TTM Yield
0.7%
3yr Sharpe
0.29
YTD Return
-5.0%
3yr Return
29.1%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
-$105M
Large Growth
Expense Ratio
0.92%
TTM Yield
2.7%
3yr Sharpe
0.40
YTD Return
-3.9%
3yr Return
40.3%
1yr Return
9.5%
Total Assets
$302M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-1.5%
3yr Return
19.1%
1yr Return
8.6%
Total Assets
$666M
6M Money Flow
-$30M
Mid-Cap Growth
Expense Ratio
0.83%
TTM Yield
0.0%
3yr Sharpe
0.09
YTD Return
-5.2%
3yr Return
20.0%
1yr Return
2.2%
Total Assets
$822M
6M Money Flow
-$24M
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
1.0%
3yr Sharpe
0.34
YTD Return
10.5%
3yr Return
31.9%
1yr Return
14.2%
Total Assets
$678M
6M Money Flow
$6M
Large Blend
Expense Ratio
0.89%
TTM Yield
6.0%
3yr Sharpe
0.23
YTD Return
-3.9%
3yr Return
24.2%
1yr Return
10.2%
Total Assets
$343M
6M Money Flow
$2M