Nasdaq - Delayed Quote USD
Cambiar Opportunity Inst (CAMWX)
27.84
+0.31
+(1.13%)
At close: 8:04:13 PM EDT
Fund Summary
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $20 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.76% |
| 5y Average Return | 16.60% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAMWX | Category Average | CAMWX | Category Average | CAMWX | Category Average | |
| Alpha | -2.05 | -0.01 | 0.49 | -0.03 | -1.78 | -0.03 |
| BETA | 0.89 | 0.01 | 0.88 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 1.24 | 0.01 | 0.87 | 0.01 |
| R-squared | 86.82 | 0.78 | 82.96 | 0.83 | 86.3 | 0.84 |
| Standard Deviation | 15.61 | 0.17 | 15.61 | 0.19 | 15.59 | 0.16 |
| Sharpe Ratio | 0.34 | 0 | 0.77 | 0 | 0.54 | 0.01 |
| Treynor Ratio | 4.89 | 0.04 | 13.22 | 0.07 | 8.1 | 0.08 |
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