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Cambiar Aggressive Value Investor (CAMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.02+0.03 (+0.13%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.84%
5-year average return4.68%
Number of years up11
Number of years down4
Best 1-yr total return (12 Mar 2023)77.88%
Worst 1-yr total return (12 Mar 2023)N/A
Best 3-yr total return77.88%
Worst 3-yr total return-5.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAMAXCategory
YTD8.84%12.08%
1-month-0.66%0.64%
3-month4.99%6.49%
1-year7.56%38.01%
3-year20.38%12.74%
5-year4.68%12.82%
10-year7.59%9.05%
Last bull market52.36%18.82%
Last bear market-13.86%-20.53%

Annual total return (%) history

Year
CAMAXCategory
2022
-12.02%N/A
2021
19.49%N/A
2020
7.94%12.96%
2019
30.07%25.26%
2018
-21.79%-10.06%
2017
6.48%22.28%
2016
1.26%6.93%
2015
10.32%-0.92%
2014
1.87%3.67%
2013
52.05%24.08%
2012
5.98%14.39%
2011
-17.25%-7.19%
2010
38.54%14.49%
2009
77.88%34.45%
2008
-43.82%-41.13%
2007
N/A12.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-4.00%-13.86%-7.23%14.69%
202117.78%5.05%-5.91%2.64%
2020-31.93%22.11%6.89%21.49%
201910.74%7.99%0.82%7.89%
2018-3.33%2.71%-2.08%-19.56%
20170.64%0.53%4.34%0.86%
2016-7.30%-11.20%12.34%9.49%
20157.87%3.87%-10.43%9.92%
20142.87%10.53%-8.74%-1.83%
20139.01%5.18%11.98%18.43%
201210.70%-14.55%7.85%3.88%
201119.09%-7.76%-32.69%11.91%
20105.36%-13.34%22.04%24.33%
2009-4.14%27.58%30.74%11.25%
2008-5.41%12.59%-32.16%-22.24%
20070.52%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month5
3-month17
1-year6
3-year6
5-year76

Load adjusted returns

1-year-2.00%
3-year11.86%
5-year4.65%
10-year7.79%