Cambiar Opportunity Portfolio (CAMOX)

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

Cambiar Opportunity Portfolio (CAMOX) has returned -1.81% so far this year and 11.01% over the past 12 months. Over the last ten years, CAMOX has returned 11.47% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 30, 1998, CAMOX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Oct 2011 with a return of +14.8%, while the worst month was Oct 2008 at -21.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CAMOX closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -11.8%.

Cambiar Opportunity Portfolio has an annualized alpha of 3.07%, beta of 0.96, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since July 01, 1998.

• This fund captured 106.22% of S&P 500 Index gains but only 94.00% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 3.07% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.96 and R² of 0.86, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

CAMOX has an expense ratio of 0.85%, placing it in the medium range.

CAMOX ranks 31 for risk / return — below 31% 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 Opportunity Portfolio (CAMOX) and compare them to a chosen benchmark (S&P 500 Index).

Cambiar Opportunity Portfolio provided a 22.94% dividend yield over the last twelve months, with an annual payout of $5.72 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Cambiar Opportunity Portfolio. 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 Opportunity Portfolio. 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 Opportunity Portfolio was 59.14%, occurring on Nov 20, 2008. Recovery took 613 trading sessions.

The current Cambiar Opportunity Portfolio drawdown is 10.29%.

The chart below shows the rolling one-month volatility.