CIBC PRS Income Plus RSP Portfolio

 (MUTF_CA:CIBC_PRS_INCO_108H45P)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   -  
4 week   +0.45%
   
3 month   +3.22%
   
YTD   +4.75%
   
1 year   +6.63%
   
3 years*   +5.19%
   
5 years*   +6.48%
   
*annualized
Best 3 month return+6.82%  
Worst 3 month return-7.44%  

Morningstar statistics

Morningstar category: Global Fixed Income Balanced
  Return Risk Rating
3 years Above Average Average
5 years Above Average Below Average
10 years Average Low
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio-  
Management fee-  
Fund familyCanadian Imperial Bank of Commerce 

Asset allocation

Cash6.21%  
Stocks34.86%  
Bonds58.47%  
Convertible0.29%  
Other0.16%  

Purchase information

InitialCA$500  
19.17+0.09(0.45%)
May 30, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment objective aims to provide a superior risk-adjusted rate of return based on client's degree of risk tolerance. The asset allocation service achieves its investment objective by investing in a combination of CIBC mutual funds.
Fund filings (PDF) »
Asset manager:
Not Disclosed (Started: Jun 30, 1999)
Advisor Company:
CIBC Asset Management Inc
Fund family reports on Morningstar »
CIBC, 18 York Street, Suite 1300

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.61 -1.10 -1.39 0.02
Beta* 0.89 0.86 0.86 0.74
Mean annual return 0.54 0.43 0.53 0.35
R-squared* 92.71 96.42 95.49 93.64
Standard deviation 2.95 4.36 3.76 4.27
Sharpe ratio 2.02 1.05 1.51 0.70
* Against standard index

Top 10 holdings