Nasdaq - Delayed Quote USD

Cambiar Opportunity Inst (CAMWX)

27.00
-0.04
(-0.15%)
At close: 8:04:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.54%
5y Average Return 15.01%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 7, 2025) 32.95%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 32.95%
Worst 3Y Total Return 4.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAMWX
Category
YTD
-2.42%
4.44%
1-Month
-2.85%
-4.04%
3-Month
-6.30%
4.09%
1-Year
6.31%
14.37%
3-Year
9.06%
6.04%
5-Year
14.55%
9.20%
10-Year
9.64%
8.57%
Last Bull Market
13.08%
22.97%
Last Bear Market
-12.86%
-11.27%

Annual Total Return (%) History

Year
CAMWX
Category
2025
--
--
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
2025 0.44% -- -- --
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 63
1-Month 39
3-Month 63
1-Year 66
3-Year 28
5-Year 29

Load Adjusted Returns

1-Year 6.31%
3-Year 9.06%
5-Year 14.55%
10-Year 9.64%

Performance & Risk

YTD Return -1.54%
5y Average Return 15.01%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Cambiar Funds
Net Assets 368.46M
YTD Return -2.42%
Yield 1.54%
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 $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.

Related Tickers

INIYX VanEck International Investors Gold Y
16.41
+3.34%
 
INIVX VanEck International Investors Gold A
15.80
+3.34%
 
INIIX VanEck International Investors Gold I
22.41
+3.32%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.57
+2.73%
 
FEGIX First Eagle Gold I
37.39
+2.47%
 
FEURX First Eagle Gold R6
37.50
+2.46%
 
BRSVX Bridgeway Small-Cap Value
33.64
0.00%
 
FGADX Franklin Gold and Precious Metals Adv
29.92
+2.19%
 
FGPMX Franklin Gold and Precious Metals R6
30.42
+2.18%
 
FRGOX Franklin Gold and Precious Metals C
23.43
+2.18%
 
FKRCX Franklin Gold and Precious Metals A
27.24
+2.18%
 
LSCRX Loomis Sayles Small Cap Value Retail
20.26
+0.15%
 
PICMX Virtus KAR Mid-Cap Growth I
61.25
+1.78%
 
LVAQX LSV Small Cap Value Fund
17.32
0.00%
 
WBVNX William Blair Small Cap Value N
26.77
0.00%
 
BPTIX Baron Partners Institutional
193.12
+1.67%
 
BPTRX Baron Partners Retail
184.78
+1.67%
 
PSCHX PGIM Jennison Small Company R2
21.62
0.00%
 
CCSGX Conestoga SMid Cap Fund
25.09
0.00%
 
ENPSX ProFunds UltraSector Energy Fund
30.88
+1.58%
 
ENPIX ProFunds UltraSector Energy Fund
36.49
+1.56%
 
FNARX Fidelity Natural Resources Fund
43.39
+1.54%
 
HWCIX Hotchkis & Wiley Disciplined Value I
28.54
+1.53%
 
HWCAX Hotchkis & Wiley Disciplined Value A
28.70
+1.52%
 
AVALX Aegis Value I
42.22
+1.49%
 
HNRGX Hennessy Energy Transition Investor
25.89
+1.45%
 
FAMFX FAM Small Cap Investor
25.40
+1.44%
 
FAMDX FAM Small Cap Institutional
25.72
+1.42%
 
RPMFX Reinhart Genesis PMV Advisor
15.04
0.00%
 
HNRIX Hennessy Energy Transition Instl
26.50
+1.42%
 
HWLAX Hotchkis & Wiley Large Cap Fdml Value A
40.59
0.00%
 
HWLIX Hotchkis & Wiley Large Cap Fdml Value I
40.87
0.00%
 
CSMCX Congress Small Cap Growth Institutional
43.85
+1.39%
 
CSMVX Congress Small Cap Growth Retail
38.07
+1.38%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
18.36
+1.38%
 
TQSMX T. Rowe Price Integrated US SMCC Eq
21.78
0.00%
 
TQSIX T. Rowe Price Integrated US SMCC Eq I
21.87
0.00%
 
CIVVX Causeway International Value Inv
20.88
+1.26%
 
KINCX Kinetics Internet Adv C
81.62
+1.25%
 
CIVIX Causeway International Value Instl
21.07
+1.25%
 
KINAX Kinetics Internet Adv A
100.53
+1.25%
 
WWWFX Kinetics Internet No Load
111.65
+1.24%
 
TVFVX Third Avenue Value Investor
61.84
+1.23%
 
TAVZX Third Avenue Value Z
61.33
+1.22%
 
TAVFX Third Avenue Value Instl
61.35
+1.22%
 
NESYX Natixis US Equity Opportunities Y
56.28
0.00%
 
NESNX Natixis US Equity Opportunities N
56.50
0.00%
 
NEFSX Natixis US Equity Opportunities A
41.59
0.00%
 
GIUIX NAA Mid Growth Institutional
35.86
+1.13%
 
SECUX NAA Mid Growth A
35.87
+1.13%
 
CIOVX Causeway International Opps Inv
17.12
+1.12%
 
CIOIX Causeway International Opps Inst
17.28
+1.11%
 
MBXAX Catalyst/Millburn Hedge Strategy A
37.07
0.00%
 
KNPAX Kinetics Paradigm Adv A
144.77
+1.08%
 
KNPCX Kinetics Paradigm Adv C
128.35
+1.08%
 
WWNPX Kinetics Paradigm No Load
152.73
+1.08%
 
WCMSX WCM International Small Cap Growth Instl
22.63
+1.07%
 
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.25
+1.06%
 
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.39
+1.05%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
32.47
+1.03%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
36.51
+1.02%
 
POPFX Prospector Opportunity
27.66
0.00%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
36.21
+1.00%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
38.27
+1.00%
 
UANQX Victory Nasdaq 100 Index Fund
49.13
0.00%
 
URNQX Victory Nasdaq 100 Index Fund
49.43
0.00%
 
OTPIX ProFunds NASDAQ-100 Inv
42.34
0.00%
 
SVUIX NAA SMid Cap Value Institutional
36.96
0.00%
 
FIKAX Fidelity Advisor Energy Z
44.67
+0.95%
 
FSENX Fidelity Select Energy Portfolio
54.38
+0.95%
 
JATAX Janus Henderson Global Technology and Innovation Fund
57.99
0.00%
 
PCIEX PACE International Equity P
18.41
+0.93%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.66
+0.92%
 
PWGAX PACE International Equity A
18.61
+0.92%
 
RYBAX Rydex Basic Materials H
66.03
+0.92%
 
SEVAX NAA SMid Cap Value A
35.27
0.00%
 
NGRRX Nuveen International Value I
31.98
+0.92%
 
RYBIX Rydex Basic Materials Inv
76.21
+0.91%
 
RYBMX Rydex Basic Materials A
68.75
+0.91%
 
FSPTX Fidelity Select Technology
32.20
0.00%
 
BDAFX Baron Durable Advantage Fund
26.97
0.00%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.26
+0.90%
 
FIKHX Fidelity Advisor Technology Z
122.29
0.00%
 
NAIGX Nuveen International Value A
31.74
+0.89%
 
KMKYX Kinetics Market Opportunities Inst
87.54
+0.89%
 
BDAIX Baron Durable Advantage Fund
27.36
0.00%
 
KMKCX Kinetics Market Opportunities Adv C
79.88
+0.88%
 
KMKNX Kinetics Market Opportunities No Load
86.00
+0.88%
 
KMKAX Kinetics Market Opportunities Adv A
84.38
+0.87%
 
PJEAX PGIM US Real Estate A
15.26
+0.86%
 
PJEQX PGIM US Real Estate R6
15.29
+0.86%
 
PJEZX PGIM US Real Estate Z
15.29
+0.86%
 
HNINX Harbor International Retirement
49.59
+0.85%
 
FIQIX Fidelity Advisor Intl Small Cap Z
34.41
+0.85%
 
FTISX Fidelity Advisor Intl Small Cap M
33.26
+0.85%
 
BDAUX Baron Durable Advantage Fund
27.36
0.00%
 
FIASX Fidelity Advisor Intl Small Cap A
33.44
+0.84%
 
FISMX Fidelity International Small Cap
34.21
+0.83%
 
FIMKX Fidelity Advisor Focused Em Mkts I
33.08
+0.82%
 
FIXIX Fidelity Advisor Intl Small Cap I
34.45
+0.82%