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CAMGX: Cambiar global Select Investor (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/01/2011 |
Last Dividend Date: | 02/10/2022 |
12-Mo. Yield | 0.29% |
Expenses | 0.88% |
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Performance Analytics (As of 05/06/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -33.1 | -3.8 | -0.3 | 4.6 | 5.2 | -33.7 | 0.6 | 10.8 | 28.3 | -15.8 | 18.0 | 4.4 | 2.5 | -0.7 | 33.2 | 13.5 | 0.9 |
Sharpe Ratio | NA | -0.88 | -0.14 | -0.04 | 0.21 | 0.25 | -1.13 | 0.04 | 0.32 | 2.22 | -1.14 | 2.29 | 0.28 | 0.17 | -0.07 | 2.69 | 0.87 | 0.69 |
Draw Down(%) | NA | 39.1 | 39.1 | 39.1 | 39.1 | 39.1 | 38.6 | 15.0 | 34.2 | 6.4 | 24.8 | 2.7 | 11.0 | 13.1 | 11.0 | 6.4 | 15.2 | 3.9 |
Standard Deviation(%) | NA | 37.6 | 29.6 | 24.3 | 19.6 | 19.5 | 61.8 | 16.1 | 32.4 | 12.1 | 15.0 | 7.6 | 15.0 | 14.5 | 11.1 | 12.4 | 15.5 | 17.2 |
Treynor Ratio | NA | -0.41 | -0.04 | -0.01 | 0.04 | 0.05 | -0.91 | 0.01 | 0.1 | 0.25 | -0.16 | 0.19 | 0.05 | 0.03 | -0.01 | 0.36 | 0.15 | 0.16 |
Alpha | NA | -0.1 | -0.03 | -0.01 | 0.0 | 0.0 | -0.28 | -0.03 | 0.0 | 0.02 | 0.0 | -0.02 | 0.0 | 0.03 | 0.01 | 0.06 | -0.01 | 0.13 |
Beta | NA | 0.81 | 1.02 | 1.02 | 0.97 | 0.96 | 0.77 | 0.88 | 1.07 | 1.08 | 1.05 | 0.91 | 0.82 | 0.88 | 0.92 | 0.93 | 0.93 | 0.73 |
RSquared | NA | 0.14 | 0.55 | 0.59 | 0.65 | 0.66 | 0.08 | 0.48 | 0.94 | 0.87 | 0.9 | 0.73 | 0.85 | 0.87 | 0.81 | 0.84 | 0.92 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2011
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