Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAMAX (CAMBIAR AGGRESSIVE VALUE FUND INVESTOR CLASS SHARES) | NA | -0.20% | 22.46% | 5.69% | 7.89% | 7.43% | NA | … | … |
Data as of 03/27/2023, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMAX (CAMBIAR AGGRESSIVE VALUE FUND INVESTOR CLASS SHARES) | 09/05/2007 | 03/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.20 | 22.46 | 5.69 | 7.89 | 7.43 | NA | … | … | 8.84 | -11.56 | 19.68 | 7.94 | 30.07 | -21.79 | 6.47 | 1.26 | 10.32 | 2.67 | 50.86 | 5.98 | -17.25 | 38.54 | 77.88 | -45.28 | 1.91 |
| Sharpe Ratio | NA | -0.13 | 0.99 | 0.20 | 0.36 | NA | NA | … | … | 4.58 | -0.53 | 1.16 | 0.20 | 1.74 | -1.51 | 0.57 | 0.06 | 0.55 | 0.18 | 2.98 | 0.26 | -0.39 | 1.27 | 2.15 | -1.01 | 0.22 |
| Standard Deviation(%) | NA | 21.87 | 21.97 | 23.52 | 20.13 | NA | NA | … | … | 8.96 | 24.77 | 16.92 | 37.55 | 16.39 | 15.45 | 10.16 | 17.49 | 18.63 | 15.11 | 17.04 | 23.14 | 44.01 | 30.21 | 36.24 | 45.79 | 16.46 |
| Draw Down(%) | NA | 21.99 | 28.16 | 43.88 | 44.40 | NA | NA | … | … | 1.78 | 25.15 | 13.09 | 43.88 | 9.67 | 29.91 | 5.44 | 20.86 | 19.24 | 19.38 | 9.29 | 26.76 | 43.75 | 22.66 | 28.31 | 62.98 | 8.05 |
| Yield(%) | 0.00 | 0.60 | 0.81 | 0.77 | 0.91 | 1.48 | 1.07 | … | … | 0.00 | 0.57 | 0.38 | 0.49 | 1.68 | 0.72 | 0.32 | 0.24 | 0.00 | 1.54 | 0.00 | 0.00 | 4.08 | 4.77 | 0.00 | 0.00 | 0.00 |
Data as of 03/27/2023, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMAX (CAMBIAR AGGRESSIVE VALUE FUND INVESTOR CLASS SHARES) |
-9.85%
Mar 2017 – Mar 2020 |
-5.26%
Mar 2015 – Mar 2020 |
3.93%
Mar 2010 – Mar 2020 |
6.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMAX (CAMBIAR AGGRESSIVE VALUE FUND INVESTOR CLASS SHARES) |
41.44%
Feb 2009 – Feb 2012 |
31.89%
Feb 2009 – Feb 2014 |
15.33%
Feb 2009 – Feb 2019 |
7.23%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart