Find A Portfolio/Ticker
Comparison Box
CAMIX: CAMBIAR INTERNATIONAL EQUITY FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 26.44 0.13(0.49%) May 14
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (94%) |
Start Date: | 09/30/2002 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.71% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 8.9 | 11.5 | -0.2 | 3.3 | 2.3 | 6.4 | 4.9 | 6.7 | 12.7 | -17.8 | 5.4 | -0.2 | 19.8 | -18.2 | 21.3 | -0.9 | 7.6 | -8.3 | 26.6 | 16.9 | -8.1 | 12.8 | 42.9 | -49.9 | 19.5 | 29.2 | 5.5 | 15.5 | 37.6 | 17.1 |
Sharpe Ratio | NA | 2.22 | 0.61 | -0.21 | 0.07 | 0.08 | NA | NA | 0.29 | 0.7 | -0.82 | 0.4 | -0.02 | 1.55 | -1.45 | 2.56 | -0.07 | 0.53 | -0.76 | 2.11 | 1.02 | -0.3 | 0.65 | 1.51 | -1.19 | 0.94 | 1.77 | 0.33 | 1.17 | 2.26 | 2.71 |
Draw Down(%) | NA | 3.6 | 12.1 | 35.1 | 36.9 | 41.7 | NA | NA | 62.7 | 12.1 | 31.5 | 11.5 | 36.9 | 8.0 | 25.3 | 2.5 | 11.3 | 13.3 | 12.5 | 7.7 | 15.1 | 26.3 | 16.5 | 23.9 | 62.4 | 12.8 | 14.4 | 7.8 | 12.8 | 23.1 | 8.6 |
Standard Deviation(%) | NA | 10.0 | 11.0 | 16.7 | 19.2 | 16.5 | NA | NA | 19.5 | 12.1 | 23.3 | 13.2 | 29.3 | 11.8 | 13.5 | 8.1 | 17.1 | 14.2 | 11.0 | 12.6 | 16.7 | 26.8 | 19.5 | 28.4 | 42.5 | 17.7 | 14.7 | 10.0 | 12.4 | 16.4 | 31.5 |
Treynor Ratio | NA | 0.26 | 0.08 | -0.03 | 0.01 | 0.01 | NA | NA | 0.06 | 0.1 | -0.18 | 0.06 | -0.01 | 0.17 | -0.2 | 0.23 | -0.01 | 0.09 | -0.09 | 0.3 | 0.18 | -0.08 | 0.15 | 0.45 | -0.53 | 0.19 | 0.28 | 0.04 | 0.2 | 0.38 | 0.62 |
Alpha | NA | 0.03 | 0.0 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | 0.04 | -0.02 | 0.03 | 0.0 | 0.02 | 0.02 | 0.04 | -0.07 | 0.03 | 0.02 | -0.02 | 0.01 | 0.01 | 0.12 |
Beta | NA | 0.85 | 0.85 | 0.99 | 0.95 | 0.94 | NA | NA | 0.94 | 0.88 | 1.05 | 0.94 | 0.92 | 1.05 | 0.95 | 0.91 | 0.92 | 0.85 | 0.9 | 0.89 | 0.95 | 0.96 | 0.88 | 0.95 | 0.96 | 0.89 | 0.94 | 0.8 | 0.73 | 0.96 | 1.38 |
RSquared | NA | 0.84 | 0.88 | 0.9 | 0.91 | 0.89 | NA | NA | 0.86 | 0.89 | 0.93 | 0.82 | 0.93 | 0.89 | 0.89 | 0.69 | 0.88 | 0.86 | 0.84 | 0.82 | 0.9 | 0.96 | 0.91 | 0.92 | 0.87 | 0.72 | 0.74 | 0.67 | 0.65 | 0.68 | 0.8 |
Yield(%) | N/A | 0.0 | 1.7 | 1.6 | 2.1 | 1.7 | 2.6 | 3.8 | N/A | 1.9 | 2.1 | 1.4 | 1.2 | 4.0 | 0.7 | 2.5 | 1.7 | 0.8 | 1.4 | 0.3 | 1.7 | 0.9 | 1.2 | 0.0 | 5.4 | 9.3 | 15.8 | 10.7 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -28.1 | -3.7 | 48.6 | -58.9 | N/A | N/A | N/A | -27.6 | 56.8 | 19.4 | -65.9 | 355.0 | -66.1 | 47.5 | 110.5 | -45.7 | 483.3 | -80.6 | 72.2 | -14.3 | N/A | -100.0 | -36.5 | -35.4 | 46.5 | 12050.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (34%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (28%)