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CIBC Balanced Growth ETF Portfolio Class A

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Global Equity Balanced

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeC Click for more information on Fundata’s ESG Grade

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-22-2025) 		$14.62
Change
$0.00 (-0.01%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Oct 2022Apr 2023Oct 2023Apr 2024Oct 2024Apr 2025Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$10,000$12,000$14,000$16,000$18,000$9,000$11,000$13,000Period

Legend

CIBC Balanced Growth ETF Portfolio Class A

Compare Options

Fund Returns

Inception Return (July 31, 2017): 6.31%

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 -1.80% -4.07% 1.63% -1.03% 11.37% 10.87% 8.64% 5.48% 7.54% 6.09% 6.16% - - -
Benchmark -2.54% -5.91% 0.78% -2.84% 11.49% 12.43% 10.67% 6.78% 9.16% 7.82% 7.95% 7.59% 8.99% 8.19%
Category Average -1.92% -5.08% 0.21% -1.93% 8.87% 9.22% 7.36% 4.70% 7.93% 5.91% 5.80% 5.41% 6.28% 5.36%
Category Rank 508 / 1,322 336 / 1,321 240 / 1,320 338 / 1,321 266 / 1,300 322 / 1,227 378 / 1,203 437 / 1,079 653 / 1,021 521 / 996 429 / 868 - - -
Quartile Ranking 2 2 1 2 1 2 2 2 3 3 2 - - -

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.56% 1.00% 3.10% 0.45% 2.14% 0.00% 3.63% -0.90% 3.17% 0.05% -2.36% -1.80%
Benchmark 2.36% 2.01% 3.06% -0.02% 2.38% 0.42% 3.57% 0.16% 3.26% -0.48% -3.00% -2.54%

Best Monthly Return Since Inception

6.90% (April 2020)

Worst Monthly Return Since Inception

-8.13% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - -2.70% 13.55% 9.15% 8.92% -11.91% 13.13% 17.57%
Benchmark 17.03% 3.66% 11.99% 0.72% 16.29% 12.17% 11.33% -12.03% 15.07% 21.57%
Category Average 4.87% 4.92% 9.31% -5.49% 15.12% 8.09% 12.42% -11.85% 11.42% 15.99%
Quartile Ranking - - - 1 4 2 4 3 2 2
Category Rank - - - 206/ 841 722/ 933 467/ 1,018 949/ 1,067 640/ 1,164 312/ 1,213 517/ 1,296

Best Calendar Return (Last 10 years)

17.57% (2024)

Worst Calendar Return (Last 10 years)

-11.91% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 29.86
International Equity 24.27
Canadian Equity 20.39
Canadian Government Bonds 12.40
Foreign Government Bonds 5.66
Other 7.42

Sector Allocation

Sector Allocation
Name Percent
Fixed Income 23.25
Financial Services 16.56
Technology 16.35
Consumer Goods 5.87
Consumer Services 5.72
Other 32.25

Geographic Allocation

Geographic Allocation
Name Percent
North America 71.23
Europe 15.27
Asia 12.07
Africa and Middle East 0.68
Latin America 0.55
Other 0.20

Top Holdings

Top Holdings
Name Percent
CIBC U.S. Equity Index ETF (CUEI) 30.90
CIBC Canadian Equity Index ETF (CCEI) 20.78
CIBC International Equity Index ETF (CIEI) 18.75
CIBC Canadian Bond Index ETF (CCBI) 13.27
CIBC Glo Bond ex-Canada Index ETF C$H (CGBI) 8.37
CIBC Emerging Markets Equity Index ETF (CEMI) 4.93
CIBC Canadian Short-Term Bond Index ETF (CSBI) 2.43
Cash and Cash Equivalents 0.57

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Average Duration: M. Average Credit Quality: H.
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return678910111213141516171819-5%0%5%10%15%

CIBC Balanced Growth ETF Portfolio Class A

Median

Other - Global Equity Balanced

3 Yr Annualized

Standard Deviation 9.91% 9.10% -
Beta 0.97% 0.93% -
Alpha -0.02% -0.01% -
Rsquared 0.96% 0.96% -
Sharpe 0.49% 0.58% -
Sortino 0.94% 0.81% -
Treynor 0.05% 0.06% -
Tax Efficiency 92.45% 92.49% -
Volatility Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 4 on a scale of 1 to 10 -

Risk Rating

Rating 5 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 6.98% 9.91% 9.10% -
Beta 0.88% 0.97% 0.93% -
Alpha 0.01% -0.02% -0.01% -
Rsquared 0.93% 0.96% 0.96% -
Sharpe 1.05% 0.49% 0.58% -
Sortino 2.28% 0.94% 0.81% -
Treynor 0.08% 0.05% 0.06% -
Tax Efficiency 95.74% 92.45% 92.49% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A60.8​60.849.3​49.30%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A60.8​60.850.3​50.30%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A61.4​61.448.4​48.40%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A65.6​65.650.0​50.00%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date July 31, 2017
Instrument Type Mutual Fund (Wrap Program)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $176

Fund Codes

FundServ Code Load Code Sales Status
CIB370

Investment Objectives

The Portfolio seeks to achieve a combination of long-term capital growth and some income 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).

Investment Strategy

To achieve its investment objectives, the Portfolio: intends to invest up to 100% of its NAV in units of its Underlying Funds that include exchange-traded funds and other mutual funds managed by us or our affiliates, which employ passive investment management strategies. Such funds include index funds and smart beta funds (that include exchange-traded funds). The index funds that the Portfolio may invest in will typically replicate a market capitalization weighted index.

Portfolio Management

Portfolio Manager

CIBC Asset Management Inc.
Sub-Advisor

-

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 1.11%
Management Fee 0.90%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 0.75%
Trailer Fee Max (LL) -

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