Nasdaq - Delayed Quote USD

Cambiar Opportunity Inst (CAMWX)

28.58
+0.26
+(0.92%)
At close: 8:01:43 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.85%
5y Average Return 12.35%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Jan 22, 2025) 32.95%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 32.95%
Worst 3Y Total Return 4.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAMWX
Category
YTD
14.86%
4.44%
1-Month
-3.66%
-4.04%
3-Month
-0.14%
4.09%
1-Year
14.86%
14.37%
3-Year
7.41%
6.04%
5-Year
11.89%
9.20%
10-Year
10.39%
8.57%
Last Bull Market
13.08%
22.97%
Last Bear Market
-12.86%
-11.27%

Annual Total Return (%) History

Year
CAMWX
Category
2024
14.86%
--
2023
17.07%
11.63%
2022
-7.85%
-5.90%
2021
21.08%
26.22%
2020
16.90%
2.91%
2019
32.95%
25.04%
2018
-13.11%
-8.53%
2017
15.01%
15.94%

2016
13.45%
14.81%
2015
1.64%
-4.05%
2014
9.12%
10.21%
2013
32.10%
31.21%
2012
8.86%
14.57%
2011
-8.48%
-0.75%
2010
19.22%
13.66%
2009
42.14%
24.13%
2008
-40.46%
-37.09%
2007
-1.66%
1.42%
2006
16.96%
18.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.33% -2.26% 7.65% -0.14%
2023 1.94% 6.87% -2.04% 9.70%
2022 0.04% -12.86% -4.56% 10.76%
2021 10.69% 6.84% -3.12% 5.68%
2020 -21.53% 19.33% 7.52% 16.11%
2019 10.45% 6.87% 2.84% 9.52%
2018 -3.03% 1.69% 3.41% -14.79%
2017 2.54% 1.86% 5.32% 4.55%
2016 -1.73% 1.13% 7.37% 6.32%
2015 2.42% 1.98% -7.65% 5.37%

2014 3.22% 4.20% -0.92% 2.40%
2013 12.09% 3.79% 4.38% 8.78%
2012 10.14% -8.23% 5.64% 1.94%
2011 8.01% -2.57% -22.42% 12.10%
2010 4.75% -13.85% 14.15% 15.73%
2009 -8.91% 22.16% 18.38% 7.90%
2008 -8.04% 4.51% -18.47% -24.02%
2007 -1.33% 6.48% -0.98% -5.48%
2006 5.53% -1.71% 4.14% 8.28%

Rank in Category (By Total Return)

YTD 45
1-Month 6
3-Month 21
1-Year 45
3-Year 30
5-Year 12

Load Adjusted Returns

1-Year 14.86%
3-Year 7.41%
5-Year 11.89%
10-Year 10.39%

Performance & Risk

YTD Return 3.85%
5y Average Return 12.35%
Rank in Category (ytd) 45
% 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 14.86%
Yield 1.51%
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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