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CAMYX: CAMBIAR INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 25.25 0.02(0.08%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 12/03/2012 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.50% |
Expenses | 0.98% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 4.0 | 5.5 | -2.1 | 1.4 | 2.1 | 0.4 | 12.8 | -17.7 | 5.4 | -0.1 | 19.9 | -18.1 | 21.4 | -0.8 | 7.7 | -8.0 | 26.2 | 1.5 |
Sharpe Ratio | NA | 0.34 | 0.08 | -0.32 | -0.03 | 0.05 | 0.17 | 0.71 | -0.82 | 0.41 | -0.01 | 1.56 | -1.44 | 2.61 | -0.06 | 0.54 | -0.73 | 2.07 | 1.97 |
Draw Down(%) | NA | 3.6 | 12.1 | 35.1 | 36.9 | 41.5 | 41.5 | 12.1 | 31.5 | 11.5 | 36.9 | 8.0 | 25.2 | 2.5 | 11.3 | 13.2 | 12.4 | 7.7 | 2.7 |
Standard Deviation(%) | NA | 9.7 | 10.8 | 16.8 | 19.3 | 16.5 | 16.1 | 12.1 | 23.3 | 13.4 | 29.4 | 11.9 | 13.5 | 8.0 | 17.1 | 14.2 | 11.0 | 12.6 | 11.1 |
Treynor Ratio | NA | 0.06 | 0.01 | -0.07 | -0.01 | 0.01 | 0.04 | 0.14 | -0.25 | 0.08 | 0.0 | 0.25 | -0.32 | 0.35 | -0.01 | 0.11 | -0.11 | 0.3 | 0.31 |
Alpha | NA | -0.01 | -0.03 | -0.03 | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.04 | -0.06 | -0.01 | -0.07 | 0.03 | -0.05 | 0.03 | -0.07 | -0.01 | 0.02 |
Beta | NA | 0.56 | 0.65 | 0.72 | 0.72 | 0.72 | 0.73 | 0.62 | 0.76 | 0.7 | 0.72 | 0.75 | 0.61 | 0.6 | 0.97 | 0.72 | 0.73 | 0.88 | 0.71 |
RSquared | NA | 0.46 | 0.53 | 0.6 | 0.67 | 0.63 | 0.63 | 0.48 | 0.66 | 0.52 | 0.75 | 0.64 | 0.58 | 0.28 | 0.6 | 0.6 | 0.62 | 0.64 | 0.56 |
Yield(%) | N/A | 0.0 | 1.8 | 1.7 | 2.1 | 1.9 | N/A | 2.0 | 2.2 | 1.5 | 1.3 | 4.1 | 0.9 | 2.6 | 1.7 | 0.9 | 1.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -27.9 | N/A | N/A | N/A | N/A | -27.9 | 56.4 | 11.4 | -62.8 | 261.5 | -58.7 | 50.0 | 100.0 | -47.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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