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CAMMX: Cambiar Smid 30 Investor (MUTUAL FUND)
Basic Info 17.21 0.56(3.15%) October 28
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/06/2011 |
| Last Dividend Date: | 12/30/2019 |
| 12-Mo. Yield | 0.39% |
| Expenses | 1.36% |
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Performance Analytics (As of 10/28/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.7 | -10.6 | -4.8 | 5.3 | 7.0 | 8.6 | 31.0 | -2.6 | 11.8 | 18.0 | -7.1 | 6.2 | 45.4 | 11.8 | -9.7 |
| SR | NA | -0.14 | 0.08 | 0.29 | 0.39 | 0.45 | 2.19 | -0.28 | 1.19 | 1.07 | -0.48 | 0.49 | 3.35 | 0.65 | -0.41 |
| DD(%) | NA | 41.9 | 41.9 | 41.9 | 41.9 | 41.9 | 7.8 | 17.5 | 5.1 | 12.4 | 15.5 | 12.1 | 6.0 | 16.7 | 33.4 |
| SD(%) | NA | 39.9 | 36.2 | 23.8 | 20.5 | 20.2 | 13.5 | 14.2 | 9.4 | 16.5 | 14.9 | 12.6 | 13.5 | 18.2 | 39.6 |
| TR | NA | -0.06 | 0.03 | 0.07 | 0.09 | 0.09 | 0.28 | -0.04 | 0.11 | 0.18 | -0.08 | 0.06 | 0.44 | 0.1 | -0.14 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.04 | -0.02 | 0.01 | -0.02 | -0.03 | 0.02 | -0.03 | -0.02 |
| Beta(%) | NA | 0.91 | 0.91 | 0.92 | 0.94 | 1.0 | 1.05 | 0.9 | 1.06 | 1.0 | 0.92 | 1.02 | 1.03 | 1.24 | 1.19 |
| RS | NA | 0.97 | 0.97 | 0.95 | 0.93 | 0.92 | 0.92 | 0.91 | 0.84 | 0.86 | 0.88 | 0.86 | 0.86 | 0.91 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/06/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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