Inception Return
(7/31/2017)
|
4.95 %
|
|
YTD Return
|
3.82 %
|
|
NAVPS
(1/25/2022)
|
$11.21
|
|
Change
|
($0.03) / -0.31 %
|
|
|
Growth of $10,000
(As of December 31, 2021)
|
|
MER
|
1.33 %
|
|
Assets ($mil)
|
$38.01
|
|
Rank (1Yr)
|
285/476
|
|
Std Dev (3Yr)
|
5.37 %
|
|
Volatility Ranking (3Yr)
|
2/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
No Load
|
|
Max Front End
|
-
|
|
Max Back End
|
-
|
|
Sales Status
|
Open
|
|
|
Objective
The Portfolio seeks to achieve a combination of income and some long-term capital growth by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
|
Fund Manager
Canadian Imperial Bank of Commerce
Portfolio Manager
CIBC Asset Management Inc.
Sub-Advisor
Data not available
|
|
Asset Allocation
(As of December 31, 2021)
|
Sector Allocation
(As of December 31, 2021)
|
Geographic Allocation
(As of December 31, 2021)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| CIBC Canadian Bond Index Fund Class O | Domestic Bonds | Fixed Income | Canada | 30.19% |
| CIBC Canadian Short-Term Bond Index Fund Class A | Domestic Bonds | Fixed Income | Canada | 27.07% |
| CIBC U.S. Broad Market Index Fund Class A | US Equity | Mutual Fund | United States | 12.96% |
| CIBC International Index Fund Class O | International Equity | Mutual Fund | Multi-National | 12.14% |
| CIBC Canadian Index Fund Class A | Canadian Equity | Mutual Fund | Canada | 10.15% |
| CIBC Global Bond Index Fund Class O | Foreign Bonds | Fixed Income | Multi-National | 5.00% |
| CIBC Money Market Fund Class A | Cash and Equivalents | Mutual Fund | Canada | 2.50% |
Performance Data
(As of December 31, 2021)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
1.46
|
2.08
|
2.12
|
3.82
|
3.82
|
6.67
|
-
|
-
|
|
Benchmark
|
1.89
|
2.89
|
2.40
|
3.73
|
3.73
|
7.61
|
5.12
|
4.83
|
|
Quartile Ranking
|
4
|
3
|
3
|
3
|
3
|
3
|
-
|
-
|
|
Calendar Return (%)
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
|
Fund
|
3.82
|
7.54
|
8.72
|
-0.97
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
3.73
|
8.35
|
10.88
|
-1.25
|
4.30
|
6.19
|
0.56
|
9.52
|
2.02
|
4.68
|
|
Quartile Ranking
|
3
|
2
|
3
|
1
|
-
|
-
|
-
|
-
|
-
|
-
|