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Cambiar Small Cap Instl (CAMZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.14+0.03 (+0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.42%
5-Year Average Return7.09%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)45.40%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return45.40%
Worst 3-Yr Total Return2.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCAMZXCategory
YTD-0.73%20.19%
1-Month4.79%0.02%
3-Month3.14%4.36%
1-Year9.23%60.18%
3-Year0.73%11.32%
5-Year8.87%13.88%
10-Year5.07%11.19%
Last Bull Market18.54%27.98%
Last Bear Market-13.41%-24.08%

Annual Total Return (%) History

Year
CAMZXCategory
2024
N/AN/A
2023
11.94%N/A
2022
-8.54%N/A
2021
17.51%N/A
2020
9.66%10.99%
2019
29.30%23.75%
2018
-12.30%-12.72%
2017
4.14%12.28%
2016
17.34%20.78%
2015
-9.33%-5.38%
2014
-0.19%3.79%
2013
37.28%37.39%
2012
13.40%15.46%
2011
-1.16%-4.07%
2010
35.93%25.61%
2009
45.40%31.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.73%N/AN/AN/A
20237.02%1.00%-7.24%11.64%
20220.61%-13.41%-5.44%11.03%
202113.46%3.18%-3.50%4.01%
2020-31.45%24.96%4.05%23.05%
201915.00%4.41%0.78%6.85%
2018-0.15%3.90%3.70%-18.48%
2017-1.48%-2.22%4.81%3.14%
20160.00%-3.05%8.45%11.60%
20154.45%0.81%-14.56%0.79%
20141.39%2.96%-7.57%3.45%
201310.89%2.68%7.70%11.94%
201214.18%-10.14%5.15%5.11%
201110.27%-2.11%-23.65%19.92%
201010.49%-7.96%13.57%17.69%
2009-6.84%23.35%20.39%5.11%

Rank In Category (By Total Return)

YTD96
1-Month51
3-Month24
1-Year99
3-Year57
5-Year70

Load Adjusted Returns

1-Year9.23%
3-Year0.73%
5-Year8.87%
10-Year5.07%