Find A Portfolio/Ticker
Comparison Box
CAMMX: Cambiar Smid 30 Investor (MUTUAL FUND)
Basic Info 24.63 0.34(1.36%) September 28
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 06/06/2011 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 0.55% |
| Expenses | 1.36% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.2 | 17.4 | 43.5 | 14.2 | 15.5 | 15.5 | 11.7 | 8.9 | 31.0 | -2.6 | 11.8 | 18.0 | -7.1 | 6.2 | 45.4 | 11.8 | -9.7 |
| SR | NA | 1.61 | 2.86 | 0.53 | 0.72 | 0.79 | 0.57 | 0.23 | 2.19 | -0.28 | 1.19 | 1.07 | -0.48 | 0.49 | 3.35 | 0.65 | -0.41 |
| DD(%) | NA | 8.1 | 8.1 | 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 | 15.4 | 17.1 | 24.8 | 20.4 | 19.0 | 20.0 | 37.3 | 13.5 | 14.2 | 9.4 | 16.5 | 14.9 | 12.6 | 13.5 | 18.2 | 39.6 |
| TR | NA | 0.27 | 0.52 | 0.14 | 0.16 | 0.15 | 0.11 | 0.09 | 0.28 | -0.04 | 0.11 | 0.18 | -0.08 | 0.06 | 0.44 | 0.1 | -0.14 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.02 | 0.01 | 0.04 | -0.02 | 0.01 | -0.02 | -0.03 | 0.02 | -0.03 | -0.02 |
| Beta(%) | NA | 0.92 | 0.94 | 0.93 | 0.93 | 0.98 | 1.0 | 0.92 | 1.05 | 0.9 | 1.06 | 1.0 | 0.92 | 1.02 | 1.03 | 1.24 | 1.19 |
| RS | NA | 0.83 | 0.87 | 0.95 | 0.93 | 0.91 | 0.91 | 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
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 MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) (99%)
- JMCVX (Perkins Mid Cap Value T) (99%)
- MLPIX (ProFunds Mid Cap Value Inv) (98%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) (98%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) (97%)
- FRBSX (Franklin Balance Sheet Investment A) (95%)
- GCMAX (Goldman Sachs Mid Cap Value A) (94%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) (94%)
- VALUX (Al Frank Inv) (93%)
- NSEIX (Nicholas Equity Income I) (93%)
Best ETFs
- DVY (iShares Select Dividend) (100%)
- IWS (iShares Russell Mid-Cap Value) (100%)
- IJJ (iShares S&P Mid-Cap 400 Value) (98%)
- DON (WisdomTree MidCap Dividend ETF) (97%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) (97%)
- RPV (Guggenheim S&P 500 Pure Value ETF) (96%)
- RWK (RevenueShares Mid Cap ETF) (96%)
- VOE (Vanguard Mid-Cap Value ETF) (95%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) (95%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) (32%)
Latest Articles Related to CAMMX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments