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CIBC Canadian Resources Fund Class A
Natural Resources Equity
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
Click for more information on Fundata’s ESG Grade
Fundata ESG Grade C
Click for more information on Fundata’s ESG Grade.
|
NAVPS (05-13-2026) |
$32.73 |
|---|---|
| Change |
$0.03
(0.08%)
|
As at April 30, 2026
As at April 30, 2026
As at April 30, 2026
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Legend
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Fund Returns
Inception Return (August 21, 1995): 3.78%
| 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 | -1.59% | 8.04% | 27.42% | 18.91% | 56.23% | 29.82% | 21.00% | 16.64% | 20.61% | 21.42% | 16.11% | 12.98% | 11.53% | 10.57% |
| Benchmark | -1.66% | 8.01% | 29.63% | 18.49% | 66.29% | 37.93% | 26.06% | 18.25% | 21.63% | 20.68% | 16.47% | 14.01% | 11.67% | 11.08% |
| Category Average | 0.91% | 7.24% | 30.26% | 18.57% | 70.97% | 29.98% | 22.38% | 16.31% | 19.89% | 24.84% | 16.88% | 12.66% | 11.57% | 11.02% |
| Category Rank | 102 / 114 | 54 / 114 | 79 / 113 | 71 / 114 | 92 / 112 | 67 / 108 | 74 / 107 | 61 / 106 | 57 / 102 | 70 / 100 | 70 / 100 | 58 / 98 | 54 / 90 | 62 / 87 |
| Quartile Ranking | 4 | 2 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
Monthly Return
| Return % | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 2.82% | 3.33% | 0.71% | 7.77% | 8.45% | -1.95% | 6.30% | 0.81% | 10.06% | 12.45% | -2.37% | -1.59% |
| Benchmark | 3.24% | 3.09% | 1.31% | 9.67% | 11.75% | -2.92% | 9.29% | 0.11% | 9.70% | 15.01% | -4.50% | -1.66% |
Best Monthly Return Since Inception
19.58% (April 2020)
Worst Monthly Return Since Inception
-27.88% (October 2008)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 25.58% | -5.64% | -17.72% | 16.15% | -2.68% | 25.13% | 23.52% | -2.15% | 14.55% | 37.55% |
| Benchmark | 36.74% | -1.69% | -15.86% | 20.06% | -7.01% | 21.57% | 12.86% | -0.78% | 19.24% | 51.44% |
| Category Average | 40.92% | -2.18% | -21.77% | 9.95% | 5.03% | 32.84% | 13.19% | 2.62% | 7.76% | 44.14% |
| Quartile Ranking | 4 | 3 | 2 | 1 | 4 | 3 | 2 | 4 | 1 | 3 |
| Category Rank | 72/ 83 | 57/ 88 | 45/ 98 | 24/ 100 | 88/ 100 | 68/ 101 | 26/ 103 | 94/ 107 | 25/ 108 | 71/ 110 |
Best Calendar Return (Last 10 years)
37.55% (2025)
Worst Calendar Return (Last 10 years)
-17.72% (2018)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 69.04 |
| US Equity | 15.32 |
| International Equity | 10.51 |
| Cash and Equivalents | 4.77 |
| Income Trust Units | 0.36 |
Sector Allocation
| Name | Percent |
|---|---|
| Basic Materials | 46.67 |
| Energy | 46.13 |
| Cash and Cash Equivalent | 4.78 |
| Consumer Goods | 1.17 |
| Industrial Goods | 0.36 |
| Other | 0.89 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 89.17 |
| Europe | 8.95 |
| Asia | 1.52 |
| Latin America | 0.36 |
Top Holdings
| Name | Percent |
|---|---|
| Agnico Eagle Mines Ltd | 6.15 |
| Suncor Energy Inc | 5.67 |
| Enbridge Inc | 4.92 |
| Barrick Mining Corp | 4.90 |
| Canadian Natural Resources Ltd | 4.73 |
| TC Energy Corp | 4.31 |
| Cenovus Energy Inc | 4.04 |
| Exxon Mobil Corp | 3.98 |
| Wheaton Precious Metals Corp | 3.46 |
| Cameco Corp | 3.15 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
CIBC Canadian Resources Fund Class A
Median
Other - Natural Resources Equity
3 Yr Annualized
| Standard Deviation | 16.12% | 16.46% | 17.17% |
|---|---|---|---|
| Beta | 0.85 | 0.87 | 0.88 |
| Alpha | -0.01 | 0.02 | 0.01 |
| Rsquared | 0.95% | 0.94% | 0.92% |
| Sharpe | 1.04 | 1.05 | 0.56 |
| Sortino | 2.10 | 1.81 | 0.78 |
| Treynor | 0.20 | 0.20 | 0.11 |
| Tax Efficiency | 100.00% | 100.00% | 100.00% |
| Volatility |
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Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 17.40% | 16.12% | 16.46% | 17.17% |
| Beta | 0.77 | 0.85 | 0.87 | 0.88 |
| Alpha | 0.05 | -0.01 | 0.02 | 0.01 |
| Rsquared | 0.97% | 0.95% | 0.94% | 0.92% |
| Sharpe | 2.55 | 1.04 | 1.05 | 0.56 |
| Sortino | 11.28 | 2.10 | 1.81 | 0.78 |
| Treynor | 0.57 | 0.20 | 0.20 | 0.11 |
| Tax Efficiency | 100.00% | 100.00% | 100.00% | 100.00% |
Fundata ESG Metrics
Fundata ESG Score
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
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
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
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.
Fund Details
| Start Date | August 21, 1995 |
|---|---|
| Instrument Type | Mutual Fund |
| Share Class | Commission Based Advice |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $48 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| ATL8021 |
Investment Objectives
To provide long-term growth through capital appreciation by investing primarily in a diversified portfolio of securities of Canadian companies involved in or indirectly dependent on the Canadian natural resource industries.
Investment Strategy
To achieve its investment objectives, the Fund: identifies the commodities, securities, and sub-sectors of the resource and resource-related groups that are expected to outperform. Industry fundamentals (commodity supply and demand levels) are assessed to form a view and identify opportunities.
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 | 2.24% |
|---|---|
| Management Fee | 1.75% |
| 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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