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CIBC Canadian Small-Cap Fund Class A

Cdn Small/Mid Cap Equity

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

NAVPS
(07-29-2025)
$50.56
Change
$0.39 (0.78%)

As at June 30, 2025

As at June 30, 2025

Period
Created with Highcharts 10.3.3Jan 2024Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2005Jan 2010Jan 2015Jan 2020Jan 2025Ja…$10,000$8,000$12,000$14,000$16,000Period

Legend

CIBC Canadian Small-Cap Fund Class A

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Fund Returns

Inception Return (August 15, 1991): 7.82%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 7.04% 13.57% 11.53% 11.53% 23.57% 20.32% 16.03% 9.03% 17.90% 14.22% 10.51% 9.22% 7.91% 7.10%
Benchmark 6.19% 11.75% 12.74% 12.74% 23.10% 18.68% 14.06% 6.34% 15.06% 10.43% 7.57% 7.29% 6.89% 7.18%
Category Average 4.33% 11.82% 7.19% 7.19% 16.56% 13.75% 11.82% 5.54% 12.66% 9.17% 7.06% 6.66% 6.75% 5.95%
Category Rank 8 / 203 34 / 199 18 / 199 18 / 199 19 / 199 11 / 195 43 / 193 51 / 186 16 / 177 18 / 175 36 / 168 49 / 164 74 / 154 69 / 133
Quartile Ranking 1 1 1 1 1 1 1 2 1 1 1 2 2 3

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 3.77% -1.12% 3.16% 2.53% 4.97% -2.75% 0.66% -2.50% 0.07% -0.54% 6.69% 7.04%
Benchmark 5.81% -1.26% 3.80% 1.39% 2.69% -3.30% 0.65% -2.27% 2.56% -1.83% 7.20% 6.19%

Best Monthly Return Since Inception

21.46% (April 2020)

Worst Monthly Return Since Inception

-26.24% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-40%-20%0%20%40%60%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -8.29% 17.37% -1.08% -22.38% 19.17% 25.09% 21.69% -7.32% 5.85% 25.00%
Benchmark -13.31% 38.48% 2.75% -18.17% 15.84% 12.87% 20.27% -9.29% 4.79% 18.83%
Category Average -6.13% 18.01% 3.43% -15.15% 16.59% 11.91% 22.35% -11.32% 6.49% 16.84%
Quartile Ranking 4 3 4 4 3 1 3 2 3 1
Category Rank 100/ 129 103/ 151 136/ 156 160/ 165 89/ 172 15/ 177 114/ 185 60/ 193 118/ 195 20/ 196

Best Calendar Return (Last 10 years)

25.09% (2020)

Worst Calendar Return (Last 10 years)

-22.38% (2018)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 93.01
Income Trust Units 4.86
Cash and Equivalents 1.88
International Equity 0.25

Sector Allocation

Sector Allocation
Name Percent
Basic Materials 28.43
Energy 14.58
Financial Services 13.10
Industrial Goods 8.27
Technology 7.58
Other 28.04

Geographic Allocation

Geographic Allocation
Name Percent
North America 99.61
Asia 0.25
Latin America 0.14

Top Holdings

Top Holdings
Name Percent
Fairfax Financial Holdings Ltd 3.66
Celestica Inc 3.06
Chartwell Retirement Residences - Units 2.76
iA Financial Corp Inc 2.37
Alamos Gold Inc Cl A 2.35
MDA Space Ltd 2.29
Advantage Energy Ltd 2.14
Torex Gold Resources Inc 2.10
ARC Resources Ltd 2.08
RB Global Inc 1.96

Equity Style

Market capitalization is medium. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return12141618202224262830-20%-10%0%10%20%30%

CIBC Canadian Small-Cap Fund Class A

Median

Other - Cdn Small/Mid Cap Equity

3 Yr Annualized

Standard Deviation 12.54% 14.81% 17.60%
Beta 0.83% 0.81% 0.84%
Alpha 0.04% 0.05% 0.01%
Rsquared 0.89% 0.86% 0.90%
Sharpe 0.94% 1.02% 0.38%
Sortino 1.90% 1.73% 0.45%
Treynor 0.14% 0.19% 0.08%
Tax Efficiency 93.03% 91.37% 87.29%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 8 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 11.68% 12.54% 14.81% 17.60%
Beta 0.88% 0.83% 0.81% 0.84%
Alpha 0.03% 0.04% 0.05% 0.01%
Rsquared 0.85% 0.89% 0.86% 0.90%
Sharpe 1.59% 0.94% 1.02% 0.38%
Sortino 4.34% 1.90% 1.73% 0.45%
Treynor 0.21% 0.14% 0.19% 0.08%
Tax Efficiency 95.05% 93.03% 91.37% 87.29%

Fund Details

Start Date August 15, 1991
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $148

Fund Codes

FundServ Code Load Code Sales Status
CIB485

Investment Objectives

To provide long-term growth through capital appreciation by investing primarily in small and medium-sized Canadian companies judged to be undervalued or that have above-average growth potential.

Investment Strategy

To achieve its investment objectives, the Fund: invests in equity securities of small- to medium-sized Canadian and foreign issuers. The Fund aims to add value through prudent security selection, based on fundamental, bottom-up analysis; in addition to equity securities (primarily common shares), may also buy securities that are convertible into common shares; may invest a portion of its assets in illiquid investments, including, but not limited to, restricted securities.

Portfolio Management

Portfolio Manager

CIBC Asset Management Inc.

Sub-Advisor

Connor, Clark & Lunn Investment Management Ltd.

  • Gary Baker

Management and Organization

Fund Manager

Canadian Imperial Bank of Commerce

Custodian

CIBC Mellon Trust Company

Registrar

Canadian Imperial Bank of Commerce

Distributor

CIBC Securities Inc.

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 500
PAC Subsequent 25
SWP Allowed Yes
SWP Min Balance 10,000
SWP Min Withdrawal 100

Fees

MER 2.09%
Management Fee 1.70%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 1.00%
Trailer Fee Max (LL) -

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