Nasdaq - Delayed Quote USD

Cambiar Aggressive Value Investor (CAMAX)

24.02 +0.03 (+0.13%)
At close: March 27 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.84%
5y Average Return 4.68%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Mar 13, 2023) 77.88%
Worst 1Y Total Return (Mar 13, 2023) --
Best 3Y Total Return 77.88%
Worst 3Y Total Return -5.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAMAX
Category
YTD
8.84%
12.08%
1-Month
-0.66%
0.64%
3-Month
4.99%
6.49%
1-Year
7.56%
38.01%
3-Year
20.38%
12.74%
5-Year
4.68%
12.82%
10-Year
7.59%
9.05%
Last Bull Market
52.36%
18.82%
Last Bear Market
-13.86%
-20.53%

Annual Total Return (%) History

Year
CAMAX
Category
2022
-12.02%
--
2021
19.49%
--
2020
7.94%
12.96%
2019
30.07%
25.26%
2018
-21.79%
-10.06%
2017
6.48%
22.28%
2016
1.26%
6.93%
2015
10.32%
-0.92%

2014
1.87%
3.67%
2013
52.05%
24.08%
2012
5.98%
14.39%
2011
-17.25%
-7.19%
2010
38.54%
14.49%
2009
77.88%
34.45%
2008
-43.82%
-41.13%
2007
--
12.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2022 -4.00% -13.86% -7.23% 14.69%
2021 17.78% 5.05% -5.91% 2.64%
2020 -31.93% 22.11% 6.89% 21.49%
2019 10.74% 7.99% 0.82% 7.89%
2018 -3.33% 2.71% -2.08% -19.56%
2017 0.64% 0.53% 4.34% 0.86%
2016 -7.30% -11.20% 12.34% 9.49%
2015 7.87% 3.87% -10.43% 9.92%
2014 2.87% 10.53% -8.74% -1.83%
2013 9.01% 5.18% 11.98% 18.43%

2012 10.70% -14.55% 7.85% 3.88%
2011 19.09% -7.76% -32.69% 11.91%
2010 5.36% -13.34% 22.04% 24.33%
2009 -4.14% 27.58% 30.74% 11.25%
2008 -5.41% 12.59% -32.16% -22.24%
2007 0.52% -- -- --

Rank in Category (By Total Return)

YTD 7
1-Month 5
3-Month 17
1-Year 6
3-Year 6
5-Year 76

Load Adjusted Returns

1-Year -2.00%
3-Year 11.86%
5-Year 4.65%
10-Year 7.79%

Performance & Risk

YTD Return 8.84%
5y Average Return 4.68%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Cambiar Funds
Net Assets 46.52M
YTD Return 8.84%
Yield 0.62%
Morningstar Rating
Inception Date Aug 31, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies located throughout the world. For purposes of this policy, equity securities include common stocks and derivative instruments with economic characteristics similar to equity securities. The equity securities in which the fund invests are primarily common stocks and the fund is generally unconstrained by any particular country, region, sector or market capitalization. The fund is non-diversified.

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