Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAMZX (CAMBIAR SMALL CAP FUND INSTITUTIONAL CLASS SHARES) | 17.42% | 31.33% | 13.54% | 0.78% | 6.25% | 6.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMZX (CAMBIAR SMALL CAP FUND INSTITUTIONAL CLASS SHARES) | 11/03/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 31.33 | 13.54 | 0.78 | 6.25 | 6.27 | NA | … | … | 17.42 | 9.15 | 6.33 | 11.94 | -8.93 | -11.41 | 9.67 | 29.32 | -12.44 | 4.14 | 17.34 | -9.33 | 0.11 | 36.86 | 13.41 | -1.16 | 35.93 | 45.40 | -7.56 |
| Sharpe Ratio | NA | 1.69 | 0.57 | -0.08 | 0.21 | NA | NA | … | … | 2.34 | 0.32 | 0.16 | 0.50 | -0.45 | -0.35 | 0.23 | 1.97 | -0.88 | 0.28 | 0.90 | -0.59 | 0.01 | 2.81 | 0.77 | -0.04 | 1.67 | 1.42 | -0.65 |
| Standard Deviation(%) | NA | 16.60 | 17.74 | 22.61 | 22.74 | NA | NA | … | … | 17.66 | 19.46 | 16.72 | 16.65 | 23.06 | 33.01 | 41.25 | 14.17 | 15.79 | 12.53 | 18.95 | 15.79 | 14.16 | 13.13 | 17.54 | 32.23 | 21.42 | 31.85 | 60.45 |
| Draw Down(%) | NA | 10.46 | 22.07 | 39.36 | 41.97 | NA | NA | … | … | 10.46 | 19.04 | 8.17 | 16.11 | 20.31 | 29.69 | 41.97 | 9.37 | 24.71 | 12.51 | 15.67 | 18.84 | 14.79 | 7.38 | 16.29 | 30.61 | 17.34 | 27.92 | 28.81 |
| Yield(%) | 0.00 | 10.45 | 5.44 | 2.34 | 4.51 | 5.60 | 8.02 | … | … | 0.00 | 10.24 | 3.74 | 1.30 | 0.19 | 0.01 | 0.49 | 5.99 | 16.66 | 4.62 | 0.00 | 7.39 | 12.43 | 13.82 | 1.65 | 3.08 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMZX (CAMBIAR SMALL CAP FUND INSTITUTIONAL CLASS SHARES) |
-9.80%
Apr 2021 – Apr 2024 |
-3.81%
Mar 2015 – Mar 2020 |
1.33%
Oct 2013 – Oct 2023 |
4.97%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMZX (CAMBIAR SMALL CAP FUND INSTITUTIONAL CLASS SHARES) |
36.19%
Feb 2009 – Feb 2012 |
28.42%
Feb 2009 – Feb 2014 |
14.74%
Feb 2009 – Feb 2019 |
9.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart