Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAMOX (CAMBIAR OPPORTUNITY FUND INVESTOR CLASS SHARES) | 5.65% | 11.46% | 9.61% | 9.20% | 7.76% | 9.62% | 6.80% | 8.14% |
Data as of 07/11/2025, AR inception is 10/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMOX (CAMBIAR OPPORTUNITY FUND INVESTOR CLASS SHARES) | 10/01/1998 | 07/11/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 11.46 | 9.61 | 9.20 | 7.76 | 9.62 | 6.80 | 8.14 | 5.65 | 5.10 | 8.26 | -11.69 | 12.66 | 12.92 | 32.89 | -13.45 | 14.86 | 13.16 | 1.39 | 8.86 | 31.77 | 8.55 | -8.68 | 18.94 | 41.70 | -40.62 | -1.87 | 16.65 | 7.02 | 15.05 | 35.23 | -16.30 | 2.77 | -10.67 | 29.99 | 26.64 |
| Sharpe Ratio | NA | 0.50 | 0.40 | 0.42 | 0.35 | NA | NA | 0.31 | 0.41 | -0.10 | 0.28 | -0.60 | 0.80 | 0.36 | 2.34 | -0.95 | 1.91 | 0.85 | 0.09 | 0.76 | 2.64 | 0.57 | -0.29 | 0.91 | 1.34 | -0.95 | -0.31 | 1.34 | 0.49 | 1.42 | 2.03 | -0.68 | 0.02 | -0.45 | 1.47 | 8.56 |
| Standard Deviation(%) | NA | 16.57 | 15.84 | 16.70 | 18.46 | NA | NA | 20.77 | 19.72 | 14.31 | 14.42 | 22.00 | 15.79 | 35.53 | 13.47 | 15.63 | 7.46 | 15.30 | 15.75 | 11.60 | 12.04 | 15.08 | 29.57 | 20.63 | 31.15 | 43.57 | 15.68 | 10.04 | 9.93 | 9.96 | 17.01 | 25.63 | 19.69 | 32.89 | 18.25 | 18.03 |
| Draw Down(%) | NA | 14.99 | 15.70 | 23.49 | 34.18 | NA | NA | 59.14 | 14.99 | 11.99 | 10.58 | 18.61 | 11.94 | 34.18 | 7.09 | 23.09 | 3.52 | 13.27 | 12.75 | 10.52 | 5.21 | 14.33 | 29.49 | 17.57 | 27.61 | 56.63 | 14.16 | 8.15 | 6.81 | 9.44 | 15.17 | 30.86 | 22.73 | 28.40 | 14.45 | 6.96 |
| Yield(%) | 0.00 | 8.70 | 4.00 | 3.11 | 6.01 | 7.61 | 5.35 | 8.36 | 0.00 | 9.43 | 1.25 | 0.57 | 0.57 | 0.84 | 11.53 | 9.97 | 13.85 | 8.72 | 11.89 | 0.87 | 1.23 | 1.14 | 0.46 | 1.14 | 0.18 | 1.53 | 4.42 | 1.95 | 0.47 | 0.42 | 0.89 | 0.09 | 0.06 | 1.20 | 0.64 | 0.46 |
Data as of 07/11/2025, AR inception is 10/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMOX (CAMBIAR OPPORTUNITY FUND INVESTOR CLASS SHARES) |
-18.25%
Feb 2006 - Feb 2009 |
-7.78%
Feb 2004 - Feb 2009 |
-0.53%
Feb 1999 - Feb 2009 |
4.03%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMOX (CAMBIAR OPPORTUNITY FUND INVESTOR CLASS SHARES) |
26.84%
Feb 2009 - Feb 2012 |
21.88%
Feb 2009 - Feb 2014 |
13.74%
Feb 2009 - Feb 2019 |
12.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart