Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAMSX (CAMBIAR SMALL CAP FUND INVESTOR CLASS SHARES) | 1.23% | 10.74% | 7.62% | 3.98% | 2.09% | 6.64% | 5.74% | 6.11% |
Data as of 06/30/2025, AR inception is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMSX (CAMBIAR SMALL CAP FUND INVESTOR CLASS SHARES) | 12/29/2004 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 10.74 | 7.62 | 3.98 | 2.09 | 6.64 | 5.74 | 6.11 | 1.23 | 2.52 | 11.26 | -9.11 | -12.49 | 9.52 | 29.01 | -12.51 | 4.00 | 17.08 | -9.58 | -0.41 | 36.88 | 13.08 | -1.34 | 35.73 | 45.12 | -36.27 | -3.89 | 21.15 | 13.63 | 0.29 |
| Sharpe Ratio | NA | 0.33 | 0.20 | 0.12 | 0.02 | NA | NA | 0.21 | -0.04 | -0.23 | 0.42 | -0.46 | -0.37 | 0.22 | 1.96 | -0.88 | 0.27 | 0.89 | -0.61 | -0.03 | 2.81 | 0.75 | -0.04 | 1.67 | 1.41 | -0.96 | -0.42 | 1.25 | 0.84 | 33.32 |
| Standard Deviation(%) | NA | 20.47 | 18.53 | 23.15 | 23.04 | NA | NA | 22.90 | 22.48 | 17.64 | 16.64 | 23.04 | 33.87 | 41.25 | 14.11 | 15.80 | 12.55 | 18.91 | 15.79 | 14.21 | 13.10 | 17.53 | 32.25 | 21.39 | 31.90 | 38.57 | 16.28 | 14.36 | 13.70 | 1.29 |
| Draw Down(%) | NA | 22.14 | 22.14 | 40.11 | 41.99 | NA | NA | 58.42 | 19.04 | 11.26 | 16.19 | 20.39 | 30.45 | 41.99 | 9.34 | 24.76 | 12.60 | 15.68 | 18.94 | 14.85 | 7.41 | 16.31 | 30.67 | 17.28 | 27.92 | 52.21 | 17.94 | 13.63 | 7.63 | 0.00 |
| Yield(%) | 0.00 | 3.72 | 1.63 | 1.03 | 3.43 | 6.80 | 5.95 | 6.38 | 0.00 | 3.63 | 0.66 | 0.03 | 0.00 | 0.37 | 5.92 | 16.95 | 4.54 | 0.00 | 7.26 | 12.60 | 13.95 | 1.66 | 3.10 | 0.00 | 0.00 | 0.00 | 4.57 | 2.21 | 0.00 | 0.29 |
Data as of 06/30/2025, AR inception is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMSX (CAMBIAR SMALL CAP FUND INVESTOR CLASS SHARES) |
-16.04%
Feb 2006 - Feb 2009 |
-3.98%
Mar 2015 - Mar 2020 |
1.04%
Oct 2013 - Oct 2023 |
3.66%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMSX (CAMBIAR SMALL CAP FUND INVESTOR CLASS SHARES) |
35.93%
Feb 2009 - Feb 2012 |
28.13%
Feb 2009 - Feb 2014 |
14.50%
Feb 2009 - Feb 2019 |
9.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart