Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAMWX (CAMBIAR OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 11.34% | 25.73% | 17.51% | 7.36% | 10.95% | 9.75% | 7.93% | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMWX (CAMBIAR OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 10/11/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 25.73 | 17.51 | 7.36 | 10.95 | 9.75 | 7.93 | … | … | 11.34 | 13.75 | 14.66 | 17.11 | -11.56 | 12.85 | 13.22 | 32.98 | -13.32 | 15.08 | 13.45 | 1.65 | 9.12 | 32.10 | 8.86 | -8.49 | 19.22 | 42.14 | -40.46 | -1.67 | 14.79 | 5.73 |
| Sharpe Ratio | NA | 1.85 | 1.13 | 0.32 | 0.52 | NA | NA | … | … | 2.00 | 0.68 | 1.02 | 1.09 | -0.59 | 0.81 | 0.36 | 2.35 | -0.94 | 1.94 | 0.86 | 0.10 | 0.79 | 2.66 | 0.59 | -0.29 | 0.93 | 1.35 | -0.95 | -0.31 | 1.13 | 2.44 |
| Standard Deviation(%) | NA | 12.38 | 13.22 | 15.83 | 17.90 | NA | NA | … | … | 14.09 | 16.09 | 10.81 | 12.41 | 21.99 | 15.82 | 35.58 | 13.43 | 15.68 | 7.46 | 15.32 | 15.73 | 11.57 | 12.04 | 15.05 | 29.56 | 20.60 | 31.05 | 43.59 | 15.74 | 10.11 | 10.56 |
| Draw Down(%) | NA | 10.29 | 14.94 | 23.34 | 34.20 | NA | NA | … | … | 10.29 | 14.94 | 5.13 | 10.51 | 18.48 | 11.90 | 34.20 | 7.03 | 23.02 | 3.49 | 13.22 | 12.73 | 10.48 | 5.21 | 14.28 | 29.41 | 17.50 | 27.55 | 56.60 | 14.04 | 8.14 | 2.15 |
| Yield(%) | 0.00 | 21.01 | 14.05 | 7.58 | 9.25 | 8.80 | 7.27 | … | … | 0.00 | 21.18 | 9.71 | 10.01 | 0.78 | 0.80 | 1.03 | 11.70 | 10.19 | 14.15 | 9.02 | 12.19 | 1.21 | 1.55 | 1.53 | 0.72 | 1.41 | 0.49 | 1.73 | 4.71 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMWX (CAMBIAR OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
-18.55%
Feb 2006 – Feb 2009 |
-3.26%
May 2007 – May 2012 |
4.02%
Jan 2006 – Jan 2016 |
5.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMWX (CAMBIAR OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
27.15%
Feb 2009 – Feb 2012 |
22.19%
Feb 2009 – Feb 2014 |
14.01%
Feb 2009 – Feb 2019 |
12.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart