CAMIX vs. IVFIX
Compare and contrast key facts about Cambiar International Equity Fund (CAMIX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
CAMIX is managed by Cambiar Funds. It was launched on Sep 9, 2002. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
CAMIX vs. IVFIX - Performance Comparison
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CAMIX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMIX Cambiar International Equity Fund | -5.49% | 26.19% | 8.21% | 12.71% | -17.61% | 5.14% | -0.23% | 19.77% | -18.21% | 21.26% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, CAMIX achieves a -5.49% return, which is significantly lower than IVFIX's 5.22% return. Over the past 10 years, CAMIX has underperformed IVFIX with an annualized return of 4.39%, while IVFIX has yielded a comparatively higher 7.06% annualized return.
CAMIX
- 1D
- 0.76%
- 1M
- -9.25%
- YTD
- -5.49%
- 6M
- -2.51%
- 1Y
- 10.63%
- 3Y*
- 10.82%
- 5Y*
- 3.84%
- 10Y*
- 4.39%
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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CAMIX vs. IVFIX - Expense Ratio Comparison
CAMIX has a 0.98% expense ratio, which is higher than IVFIX's 0.86% expense ratio.
Return for Risk
CAMIX vs. IVFIX — Risk / Return Rank
CAMIX
IVFIX
CAMIX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar International Equity Fund (CAMIX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAMIX | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.98 | -1.33 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.58 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.41 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 4.08 | -3.32 |
Martin ratioReturn relative to average drawdown | 2.85 | 17.43 | -14.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAMIX | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.98 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.83 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.49 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.21 | +0.11 |
Correlation
The correlation between CAMIX and IVFIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAMIX vs. IVFIX - Dividend Comparison
CAMIX's dividend yield for the trailing twelve months is around 1.91%, less than IVFIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMIX Cambiar International Equity Fund | 1.91% | 1.80% | 1.56% | 1.71% | 2.64% | 1.37% | 1.18% | 3.40% | 0.88% | 2.09% | 1.67% | 0.79% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
CAMIX vs. IVFIX - Drawdown Comparison
The maximum CAMIX drawdown since its inception was -62.67%, which is greater than IVFIX's maximum drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for CAMIX and IVFIX.
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Drawdown Indicators
| CAMIX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -51.49% | -11.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -8.47% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -35.14% | -21.29% | -13.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.71% | -33.46% | -8.25% |
Current DrawdownCurrent decline from peak | -9.90% | -6.58% | -3.32% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -11.69% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 1.98% | +0.99% |
Volatility
CAMIX vs. IVFIX - Volatility Comparison
Cambiar International Equity Fund (CAMIX) has a higher volatility of 5.74% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that CAMIX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMIX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 4.54% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 8.10% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 14.63% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 12.96% | +2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 14.74% | +1.70% |