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CAMZX: CAMBIAR SMALL CAP FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 19.32 0.43(2.18%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 11/03/2008 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 10.53% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 14.9 | 28.6 | 12.7 | 0.3 | 6.1 | 6.0 | 9.1 | 9.1 | 6.3 | 11.9 | -8.9 | -11.4 | 9.7 | 29.3 | -12.4 | 4.1 | 17.3 | -9.3 | 0.1 | 36.9 | 13.4 | -1.2 | 35.9 | 45.4 | -7.6 |
| Sharpe Ratio | NA | 1.99 | 1.54 | 0.53 | -0.1 | 0.2 | NA | 0.35 | 0.32 | 0.16 | 0.5 | -0.45 | -0.35 | 0.23 | 1.97 | -0.88 | 0.28 | 0.9 | -0.59 | 0.01 | 2.81 | 0.77 | -0.04 | 1.67 | 1.42 | -0.65 |
| Draw Down(%) | NA | 10.5 | 10.5 | 22.1 | 39.4 | 42.0 | NA | 42.0 | 19.0 | 8.2 | 16.1 | 20.3 | 29.7 | 42.0 | 9.4 | 24.7 | 12.5 | 15.7 | 18.8 | 14.8 | 7.4 | 16.3 | 30.6 | 17.3 | 27.9 | 28.8 |
| Standard Deviation(%) | NA | 17.9 | 16.8 | 17.7 | 22.6 | 22.8 | NA | 23.1 | 19.5 | 16.7 | 16.6 | 23.1 | 33.0 | 41.2 | 14.2 | 15.8 | 12.5 | 18.9 | 15.8 | 14.2 | 13.1 | 17.5 | 32.2 | 21.4 | 31.9 | 60.4 |
| Treynor Ratio | NA | 0.4 | 0.28 | 0.11 | -0.03 | 0.05 | NA | 0.09 | 0.07 | 0.03 | 0.1 | -0.13 | -0.13 | 0.09 | 0.31 | -0.16 | 0.03 | 0.16 | -0.1 | 0.0 | 0.4 | 0.13 | -0.01 | 0.41 | 0.52 | -0.48 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.0 | -0.02 | -0.01 | 0.02 | -0.09 | -0.03 | 0.01 | -0.02 | -0.05 | -0.01 | -0.02 | -0.03 | 0.01 | -0.02 | 0.01 | 0.04 | 0.04 | -0.07 |
| Beta | NA | 0.89 | 0.92 | 0.88 | 0.86 | 0.91 | NA | 0.91 | 0.85 | 0.92 | 0.85 | 0.82 | 0.88 | 1.0 | 0.91 | 0.89 | 1.12 | 1.07 | 0.98 | 0.94 | 0.91 | 1.03 | 1.01 | 0.88 | 0.87 | 0.81 |
| RSquared | NA | 0.78 | 0.82 | 0.88 | 0.68 | 0.78 | NA | 0.86 | 0.9 | 0.88 | 0.9 | 0.94 | 0.3 | 0.97 | 0.89 | 0.91 | 0.82 | 0.91 | 0.91 | 0.9 | 0.9 | 0.91 | 0.98 | 0.96 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.2 | 3.7 | 1.3 | 0.2 | 0.0 | 0.5 | 6.0 | 16.7 | 4.6 | 0.0 | 7.4 | 12.4 | 13.8 | 1.7 | 3.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 181.3 | 217.5 | 525.8 | 1450.0 | -97.6 | -89.9 | -74.6 | 257.2 | N/A | -100.0 | -48.0 | 6.4 | 840.3 | -48.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2008
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