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CAMMX: Cambiar Smid 30 Investor (MUTUAL FUND)
Basic Info 21.92 0.21(0.95%) January 15
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/06/2011 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 0.39% |
| Expenses | 1.36% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 4.5 | 14.1 | 12.3 | 16.2 | 11.3 | 8.9 | 31.0 | -2.6 | 11.8 | 18.0 | -7.1 | 6.2 | 45.4 | 11.8 | -9.7 |
| SR | NA | 9.19 | 0.37 | 0.47 | 0.75 | 0.53 | 0.23 | 2.19 | -0.28 | 1.19 | 1.07 | -0.48 | 0.49 | 3.35 | 0.65 | -0.41 |
| DD(%) | NA | 1.6 | 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 | 21.9 | 37.5 | 24.4 | 20.7 | 20.3 | 37.3 | 13.5 | 14.2 | 9.4 | 16.5 | 14.9 | 12.6 | 13.5 | 18.2 | 39.6 |
| TR | NA | 1.92 | 0.15 | 0.12 | 0.16 | 0.11 | 0.09 | 0.28 | -0.04 | 0.11 | 0.18 | -0.08 | 0.06 | 0.44 | 0.1 | -0.14 |
| Alpha(%) | NA | 0.05 | 0.03 | 0.03 | 0.02 | 0.0 | 0.02 | 0.01 | 0.04 | -0.02 | 0.01 | -0.02 | -0.03 | 0.02 | -0.03 | -0.02 |
| Beta(%) | NA | 1.05 | 0.92 | 0.93 | 0.94 | 1.0 | 0.92 | 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 | 0.94 | 0.92 | 0.97 | 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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Best ETFs
- SYLD (Cambria Shareholder Yield ETF) 2.45% (95%)
- RWK (RevenueShares Mid Cap ETF) 1.22% (90%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 0.99% (74%)
- MDYV (SPDR® S&P 400 Mid Cap Value ETF) 0.97% (71%)
- IWS (iShares Russell Mid-Cap Value) 0.85% (67%)
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- IJJ (iShares S&P Mid-Cap 400 Value) 1.02% (49%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 0.71% (45%)
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- DVY (iShares Select Dividend) 0.98% (30%)
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