Nasdaq - Delayed Quote USD
Cambiar Opportunity Inv (CAMOX)
28.75
+0.27
+(0.95%)
At close: 8:01:43 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.83% |
| 5y Average Return | 12.11% |
| Number of Years Up | 20 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Jan 22, 2025) | 32.85% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 32.85% |
| Worst 3Y Total Return | 4.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CAMOX
Category
- YTD
- 14.59%
- 4.44%
- 1-Month
- -3.68%
- -4.04%
- 3-Month
- -0.21%
- 4.09%
- 1-Year
- 14.59%
- 14.37%
- 3-Year
- 7.20%
- 6.04%
- 5-Year
- 11.66%
- 9.20%
- 10-Year
- 10.17%
- 8.57%
- Last Bull Market
- 12.91%
- 22.97%
- Last Bear Market
- -12.91%
- -11.27%
Annual Total Return (%) History
Year
CAMOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.27% | -2.31% | 7.57% | -0.21% |
| 2023 | 1.89% | 6.80% | -2.07% | 9.65% |
| 2022 | 0.00% | -12.91% | -4.58% | 10.74% |
| 2021 | 10.69% | 6.81% | -3.21% | 5.62% |
| 2020 | -21.60% | 19.25% | 7.44% | 16.05% |
| 2019 | 10.41% | 6.85% | 2.83% | 9.52% |
| 2018 | -3.10% | 1.64% | 3.36% | -14.82% |
| 2017 | 2.49% | 1.77% | 5.27% | 4.54% |
| 2016 | -1.81% | 1.08% | 7.26% | 6.27% |
| 2015 | 2.34% | 1.90% | -7.68% | 5.33% |
| 2014 | 3.17% | 4.11% | -0.96% | 2.34% |
| 2013 | 12.01% | 3.74% | 4.33% | 8.69% |
| 2012 | 10.02% | -8.23% | 5.59% | 1.84% |
| 2011 | 7.96% | -2.62% | -22.45% | 12.01% |
| 2010 | 4.75% | -13.97% | 14.10% | 15.67% |
| 2009 | -8.99% | 22.06% | 18.40% | 7.74% |
| 2008 | -8.14% | 4.46% | -18.50% | -24.06% |
| 2007 | -1.38% | 6.44% | -1.08% | -5.49% |
| 2006 | 5.48% | -1.77% | 4.03% | 8.21% |
| 2005 | 0.84% | 1.01% | 2.60% | 2.39% |
| 2004 | 2.98% | 1.65% | -2.50% | 12.72% |
| 2003 | -7.42% | 22.84% | 1.86% | 16.73% |
| 2002 | 1.62% | -8.66% | -16.63% | 8.27% |
| 2001 | 0.95% | 5.43% | -11.42% | 9.00% |
| 2000 | 5.19% | -6.67% | 13.01% | -2.10% |
| 1999 | 3.99% | 16.06% | -8.85% | 26.02% |
| 1998 | -9.60% | 22.44% | -- | -- |
Rank in Category (By Total Return)
| YTD | 48 |
| 1-Month | 6 |
| 3-Month | 22 |
| 1-Year | 48 |
| 3-Year | 33 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 14.59% |
| 3-Year | 7.20% |
| 5-Year | 11.66% |
| 10-Year | 10.17% |
Performance & Risk
| YTD Return | 3.83% |
| 5y Average Return | 12.11% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Cambiar Funds |
| Net Assets | 383.15M |
| YTD Return | 14.59% |
| Yield | 1.30% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2005 |
Fund Summary
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $10 billion at time of purchase. The Adviser constructs the fund's portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.
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