Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAMMX (CAMBIAR SMID FUND INVESTOR CLASS SHARES) | 0.58% | -2.16% | 4.28% | 7.74% | 6.29% | NA | NA | 8.09% |
Data as of 07/03/2025, AR inception is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMMX (CAMBIAR SMID FUND INVESTOR CLASS SHARES) | 06/06/2011 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | -2.16 | 4.28 | 7.74 | 6.29 | NA | NA | 8.09 | 0.58 | -5.83 | 12.93 | -6.06 | 10.95 | 9.60 | 31.00 | -2.62 | 11.77 | 17.96 | -7.13 | 6.16 | 45.38 | 11.77 | -9.68 |
| Sharpe Ratio | NA | -0.27 | 0.05 | 0.32 | 0.24 | NA | NA | 0.36 | -0.08 | -0.86 | 0.66 | -0.34 | 0.56 | 0.25 | 2.19 | -0.28 | 1.19 | 1.07 | -0.48 | 0.49 | 3.35 | 0.65 | -0.41 |
| Standard Deviation(%) | NA | 20.06 | 16.85 | 18.39 | 19.51 | NA | NA | 19.68 | 22.66 | 14.47 | 13.33 | 21.89 | 19.48 | 37.50 | 13.50 | 14.23 | 9.37 | 16.54 | 14.93 | 12.65 | 13.52 | 18.23 | 39.61 |
| Draw Down(%) | NA | 25.25 | 25.25 | 27.55 | 41.94 | NA | NA | 41.94 | 17.63 | 13.07 | 12.34 | 19.74 | 16.60 | 41.94 | 7.76 | 17.53 | 5.08 | 12.44 | 15.54 | 12.11 | 6.03 | 16.68 | 33.43 |
| Yield(%) | 0.00 | 1.14 | 1.03 | 1.17 | 2.06 | 2.66 | 1.99 | 2.85 | 0.00 | 1.11 | 0.79 | 0.85 | 0.91 | 0.66 | 5.14 | 6.20 | 0.43 | 0.63 | 0.29 | 1.22 | 6.76 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMMX (CAMBIAR SMID FUND INVESTOR CLASS SHARES) |
-1.99%
Mar 2017 - Mar 2020 |
0.73%
Mar 2015 - Mar 2020 |
5.44%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMMX (CAMBIAR SMID FUND INVESTOR CLASS SHARES) |
27.81%
Sep 2011 - Sep 2014 |
17.56%
Jun 2016 - Jun 2021 |
15.34%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart