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CIBC Canadian Resources Fund Class A

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Natural Resources Equity

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade B

Click for more information on Fundata’s ESG Grade.

NAVPS
(05-21-2025) 		$20.74
Change
-$0.01 (-0.07%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 1997Jan 1999Jan 2001Jan 2003Jan 2005Jan 2007Jan 2009Jan 2011Jan 2013Jan 2015Jan 2017Jan 2019Jan 2021Jan 2023Jan 2025Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Apr 2025Jan 1996Jan 2000Jan 2004Jan 2008Jan 2012Jan 2016Jan 2020Jan 2024$0$10,000$20,000$30,000$40,000$8,000$9,000$11,000$12,000$13,000Period

Legend

CIBC Canadian Resources Fund Class A

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Fund Returns

Inception Return (August 21, 1995): 2.36%

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 -4.91% -0.58% 1.07% 4.70% 7.88% 6.49% 5.81% 13.06% 15.46% 10.51% 7.87% 6.93% 6.40% 3.66%
Benchmark -2.32% 2.56% 3.60% 7.90% 14.40% 9.76% 5.55% 12.48% 13.19% 9.76% 8.03% 6.25% 6.21% 4.75%
Category Average -6.24% -3.57% -2.82% -0.04% -1.18% 3.55% 2.30% 9.71% 17.23% 9.70% 6.14% 5.78% 5.82% 4.12%
Category Rank 25 / 114 22 / 112 42 / 112 18 / 112 14 / 110 45 / 109 28 / 108 39 / 104 62 / 102 47 / 102 44 / 100 53 / 92 57 / 89 65 / 79
Quartile Ranking 1 1 2 1 1 2 2 2 3 2 2 3 3 4

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%8%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 3.51% -3.96% 4.58% -0.71% 1.21% 2.17% 1.63% -5.01% 5.31% 0.07% 4.49% -4.91%
Benchmark 4.69% -4.69% 6.39% -0.48% 0.27% 4.24% 0.96% -4.90% 5.21% -0.15% 5.16% -2.32%

Best Monthly Return Since Inception

19.58% (April 2020)

Worst Monthly Return Since Inception

-27.88% (October 2008)

Calendar Return (%)

Created with Highcharts 10.3.3-40%-20%0%20%40%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund -22.41% 25.58% -5.64% -17.72% 16.15% -2.68% 25.13% 23.52% -2.15% 14.55%
Benchmark -23.78% 36.74% -1.69% -15.86% 20.06% -7.01% 21.57% 12.86% -0.78% 19.24%
Category Average -22.23% 40.92% -2.18% -21.77% 9.95% 5.03% 32.84% 13.19% 2.62% 7.76%
Quartile Ranking 3 4 3 2 1 4 3 1 4 1
Category Rank 50/ 76 76/ 85 59/ 90 44/ 100 24/ 102 90/ 102 70/ 103 26/ 105 98/ 109 25/ 110

Best Calendar Return (Last 10 years)

25.58% (2016)

Worst Calendar Return (Last 10 years)

-22.41% (2015)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 69.99
US Equity 13.89
International Equity 12.41
Cash and Equivalents 3.02
Income Trust Units 0.69

Sector Allocation

Sector Allocation
Name Percent
Basic Materials 48.88
Energy 45.31
Cash and Cash Equivalent 3.02
Consumer Goods 1.78
Utilities 0.52
Other 0.49

Geographic Allocation

Geographic Allocation
Name Percent
North America 86.88
Europe 10.67
Asia 1.76
Latin America 0.69

Top Holdings

Top Holdings
Name Percent
Enbridge Inc 9.18
Agnico Eagle Mines Ltd 7.62
Canadian Natural Resources Ltd 6.52
TC Energy Corp 5.30
Wheaton Precious Metals Corp 4.73
Linde PLC 4.09
Exxon Mobil Corp 3.30
Kinross Gold Corp 3.05
Teck Resources Ltd Cl B 2.97
Suncor Energy Inc 2.94

Equity Style

Market capitalization is large. 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 Return1718192021222324252627282930-40%-30%-20%-10%0%10%20%30%

CIBC Canadian Resources Fund Class A

Median

Other - Natural Resources Equity

3 Yr Annualized

Standard Deviation 16.42% 15.33% 17.29%
Beta 0.92% 0.91% 0.88%
Alpha 0.01% 0.03% -0.01%
Rsquared 0.94% 0.92% 0.90%
Sharpe 0.19% 0.86% 0.20%
Sortino 0.34% 1.29% 0.17%
Treynor 0.03% 0.15% 0.04%
Tax Efficiency 100.00% 100.00% 100.00%
Volatility Volatility rating is 9 on a scale of 1 to 10 Volatility rating is 9 on a scale of 1 to 10 Volatility rating is 10 on a scale of 1 to 10

Risk Rating

Rating 9 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 12.80% 16.42% 15.33% 17.29%
Beta 0.90% 0.92% 0.91% 0.88%
Alpha -0.05% 0.01% 0.03% -0.01%
Rsquared 0.91% 0.94% 0.92% 0.90%
Sharpe 0.36% 0.19% 0.86% 0.20%
Sortino 0.63% 0.34% 1.29% 0.17%
Treynor 0.05% 0.03% 0.15% 0.04%
Tax Efficiency 100.00% 100.00% 100.00% 100.00%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A77.7​77.735.4​35.40%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: A63.4​63.424.1​24.10%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: A78.9​78.931.9​31.90%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: A83.6​83.651.8​51.80%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 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) $24

Fund Codes

FundServ Code Load Code Sales Status
CIB493

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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