Cambiar International Equity Fund (CAMIX)

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The chart shows the growth of an initial investment of $10,000 in Cambiar International Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Cambiar International Equity Fund (CAMIX) has returned -5.49% so far this year and 10.63% over the past 12 months. Over the last ten years, CAMIX has returned 4.39% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 9, 2002, CAMIX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, your investment would double in approximately 9.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +15.5%, while the worst month was Sep 2008 at -20.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CAMIX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +10.0%, while the worst single day was Mar 12, 2020 at -10.8%.

Cambiar International Equity Fund has an annualized alpha of -0.34%, beta of 0.82, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since September 10, 2002.

• This fund participated in 106.10% of S&P 500 Index downside but only 95.06% of its upside — more exposed to losses than it benefited from rallies.

CAMIX has a high expense ratio of 0.98%, indicating above-average management fees.

CAMIX ranks 24 for risk / return — below 24% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Cambiar International Equity Fund (CAMIX) and compare them to a chosen benchmark (S&P 500 Index).

Cambiar International Equity Fund provided a 1.91% dividend yield over the last twelve months, with an annual payout of $0.58 per share.

The table displays the monthly dividend distributions for Cambiar International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Cambiar International Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Cambiar International Equity Fund was 62.67%, occurring on Nov 20, 2008. Recovery took 1213 trading sessions.

The current Cambiar International Equity Fund drawdown is 9.90%.

The chart below shows the rolling one-month volatility.