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CIBC Sustainable Canadian Equity Fund ETF Series (CSCE : NEO)
Canadian 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 B
Click for more information on Fundata’s ESG Grade.
|
Close (10-12-2026) |
$33.72 |
|---|---|
| Change |
$0.00
(0.00%)
|
| Open | $33.72 |
|---|---|
| Day Range | - - - |
| Volume | 0 |
As at September 30, 2026
As at September 30, 2026
As at September 30, 2026
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Legend
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Fund Returns
Inception Return (July 19, 2021): 12.36%
| 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 | -1.85% | 2.40% | 14.44% | 13.81% | 19.55% | 23.27% | 24.15% | 18.61% | 12.80% | - | - | - | - | - |
| Benchmark | -2.62% | 1.62% | 8.69% | 12.96% | 20.02% | 24.24% | 25.06% | 20.99% | 15.18% | 17.23% | 14.59% | 13.62% | 12.74% | 12.37% |
| Category Average | -2.56% | 6.82% | 6.82% | 9.61% | 14.46% | 17.86% | 19.68% | 16.65% | 12.11% | 14.41% | 11.80% | 10.87% | 10.12% | 9.83% |
| Category Rank | 88 / 759 | 76 / 753 | 5 / 748 | 63 / 742 | 104 / 735 | 96 / 700 | 88 / 664 | 187 / 649 | 257 / 609 | - | - | - | - | - |
| Quartile Ranking | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | - | - | - | - | - |
Monthly Return
| Return % | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 1.09% | 2.74% | 1.13% | -1.24% | 7.19% | -6.05% | 4.55% | 3.96% | 2.82% | 0.11% | 4.22% | -1.85% |
| Benchmark | 0.97% | 3.86% | 1.32% | 0.84% | 7.72% | -4.32% | 3.81% | 2.52% | 0.50% | 1.22% | 3.10% | -2.62% |
Best Monthly Return Since Inception
8.47% (November 2023)
Worst Monthly Return Since Inception
-8.18% (June 2022)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | -10.98% | 8.53% | 17.68% | 30.78% |
| Benchmark | 21.08% | 9.10% | -8.89% | 22.88% | 5.60% | 25.09% | -5.84% | 11.75% | 21.65% | 31.68% |
| Category Average | 16.46% | 6.89% | -9.47% | 19.21% | 3.42% | 23.26% | -4.82% | 9.85% | 17.87% | 23.63% |
| Quartile Ranking | - | - | - | - | - | - | 4 | 4 | 3 | 1 |
| Category Rank | - | - | - | - | - | - | 549/ 622 | 494/ 653 | 437/ 674 | 87/ 700 |
Best Calendar Return (Last 10 years)
30.78% (2025)
Worst Calendar Return (Last 10 years)
-10.98% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| Canadian Equity | 98.26 |
| Cash and Equivalents | 1.74 |
Sector Allocation
| Name | Percent |
|---|---|
| Financial Services | 47.88 |
| Basic Materials | 20.51 |
| Technology | 12.67 |
| Consumer Services | 8.25 |
| Real Estate | 3.27 |
| Other | 7.42 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 100.00 |
Top Holdings
| Name | Percent |
|---|---|
| Royal Bank of Canada | 9.64 |
| Toronto-Dominion Bank | 9.21 |
| Shopify Inc Cl A | 7.90 |
| Canadian Imperial Bank of Commerce | 5.44 |
| Bank of Nova Scotia | 4.66 |
| Agnico Eagle Mines Ltd | 4.34 |
| Bank of Montreal | 3.95 |
| National Bank of Canada | 3.41 |
| Alimentation Couche-Tard Inc | 2.55 |
| Dollarama Inc | 2.53 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
CIBC Sustainable Canadian Equity Fund ETF Series
Median
Other - Canadian Equity
3 Yr Annualized
| Standard Deviation | 11.40% | 12.70% | - |
|---|---|---|---|
| Beta | 1.02% | 0.97% | - |
| Alpha | -0.01% | -0.02% | - |
| Rsquared | 0.89% | 0.92% | - |
| Sharpe | 1.68% | 0.78% | - |
| Sortino | 3.50% | 1.28% | - |
| Treynor | 0.19% | 0.10% | - |
| Tax Efficiency | 96.88% | - | - |
| Volatility |
|
|
- |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 12.20% | 11.40% | 12.70% | - |
| Beta | 1.05% | 1.02% | 0.97% | - |
| Alpha | -0.01% | -0.01% | -0.02% | - |
| Rsquared | 0.86% | 0.89% | 0.92% | - |
| Sharpe | 1.35% | 1.68% | 0.78% | - |
| Sortino | 2.30% | 3.50% | 1.28% | - |
| Treynor | 0.16% | 0.19% | 0.10% | - |
| Tax Efficiency | 97.44% | 96.88% | - | - |
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 | July 19, 2021 |
|---|---|
| Instrument Type | Exchange Traded Fund (Responsible Investment) |
| Share Class | Do-It-Yourself |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $3 |
| 52 Week High | $34.83 |
| 52 Week Low | $27.66 |
| Annual Dividend | $0.36 |
| Annual Yield | - |
| Index | - |
| Shares Outstanding | - |
| Registered Plan Eligible | Yes |
ETF Characteristics
| Exposure | - |
|---|---|
| Asset Class High | - |
| Asset Class Medium | - |
| Asset Class Low | - |
| Leveraged | - |
| Inverse | - |
| Advisor Series | - |
| Covered Call Strategy | No |
Investment Objectives
To achieve long-term capital growth by investing in a diversified portfolio comprised primarily of Canadian equity securities and to follow a socially responsible approach to investing.
Investment Strategy
To achieve its investment objectives, the Fund: follows a responsible approach to investing; aims to add value through prudent security selection, based on fundamental, bottom-up analysis by identifying securities that are trading at attractive relative valuations; may invest in securities of foreign issuers to an extent that will vary from time to time but is not generally expected to exceed 10% of the Fund's net asset value at the time that securities of the foreign issuers are purchased.
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. |
Fees
| MER | 0.73% |
|---|---|
| Management Fee | 0.60% |
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