CIBC Private Wealth Management

Statistics as of May 27, 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
0.00%
TTM Yield
0.6%
3yr Sharpe
0.29
YTD Return
-1.6%
3yr Return
32.0%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$105M
Large Blend
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
0.23
YTD Return
-1.5%
3yr Return
24.8%
1yr Return
7.9%
Total Assets
$352M
6M Money Flow
$2M
Large Growth
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.40
YTD Return
2.3%
3yr Return
50.4%
1yr Return
9.7%
Total Assets
$322M
6M Money Flow
$6M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.09
YTD Return
0.5%
3yr Return
25.1%
1yr Return
4.6%
Total Assets
$864M
6M Money Flow
-$24M
Foreign Large Growth
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.34
YTD Return
15.8%
3yr Return
35.4%
1yr Return
13.4%
Total Assets
$724M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.15
YTD Return
0.1%
3yr Return
19.8%
1yr Return
7.1%
Total Assets
$672M
6M Money Flow
-$30M