CAMIX vs. IXUS

Last updated Apr 1, 2026

Compare and contrast key facts about Cambiar International Equity Fund (CAMIX) and iShares Core MSCI Total International Stock ETF (IXUS).

CAMIX is managed by Cambiar Funds. It was launched on Sep 9, 2002. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.

Performance

CAMIX vs. IXUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambiar International Equity Fund (CAMIX) and iShares Core MSCI Total International Stock ETF (IXUS). The values are adjusted to include any dividend payments, if applicable.

CAMIX vs. IXUS - 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%
IXUS iShares Core MSCI Total International Stock ETF	2.36%	32.40%	5.19%	15.83%	-16.47%	8.86%	10.80%	21.71%	-14.41%	28.12%

Returns By Period

In the year-to-date period, CAMIX achieves a -5.49% return, which is significantly lower than IXUS's 2.36% return. Over the past 10 years, CAMIX has underperformed IXUS with an annualized return of 4.39%, while IXUS has yielded a comparatively higher 8.90% 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%

IXUS

• 1D: 3.46%
• 1M: -7.87%
• YTD: 2.36%
• 6M: 6.89%
• 1Y: 28.40%
• 3Y*: 15.55%
• 5Y*: 7.22%
• 10Y*: 8.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CAMIX vs. IXUS - Expense Ratio Comparison

CAMIX has a 0.98% expense ratio, which is higher than IXUS's 0.09% expense ratio.

CAMIX

Cambiar International Equity Fund

IXUS

iShares Core MSCI Total International Stock ETF

Return for Risk

CAMIX vs. IXUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAMIX

CAMIX Risk / Return Rank: 25
CAMIX Sharpe Ratio Rank: 25
CAMIX Sortino Ratio Rank: 23
CAMIX Omega Ratio Rank: 22
CAMIX Calmar Ratio Rank: 26
CAMIX Martin Ratio Rank: 26

IXUS

IXUS Risk / Return Rank: 86
IXUS Sharpe Ratio Rank: 85
IXUS Sortino Ratio Rank: 87
IXUS Omega Ratio Rank: 87
IXUS Calmar Ratio Rank: 86
IXUS Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAMIX vs. IXUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambiar International Equity Fund (CAMIX) and iShares Core MSCI Total International Stock ETF (IXUS). 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	IXUS	Difference
Sharpe ratio Return per unit of total volatility	0.64	1.64	-1.00
Sortino ratio Return per unit of downside risk	0.95	2.27	-1.32
Omega ratio Gain probability vs. loss probability	1.13	1.34	-0.21
Calmar ratio Return relative to maximum drawdown	0.76	2.43	-1.66
Martin ratio Return relative to average drawdown	2.85	9.39	-6.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CAMIX vs. IXUS - Sharpe Ratio Comparison

The current CAMIX Sharpe Ratio is 0.64, which is lower than the IXUS Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of CAMIX and IXUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CAMIX	IXUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.64	1.64	-1.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.45	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.27	0.53	-0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.45	-0.12

Correlation

The correlation between CAMIX and IXUS is 0.88, 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. IXUS - Dividend Comparison

CAMIX's dividend yield for the trailing twelve months is around 1.91%, less than IXUS's 3.16% 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%
IXUS iShares Core MSCI Total International Stock ETF	3.16%	3.24%	3.33%	3.13%	2.48%	3.12%	1.85%	3.09%	3.00%	2.41%	2.58%	2.81%

Drawdowns

CAMIX vs. IXUS - Drawdown Comparison

The maximum CAMIX drawdown since its inception was -62.67%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for CAMIX and IXUS.

Drawdown Indicators

	CAMIX	IXUS	Difference
Max Drawdown Largest peak-to-trough decline	-62.67%	-36.22%	-26.45%
Max Drawdown (1Y) Largest decline over 1 year	-11.06%	-11.36%	+0.30%
Max Drawdown (5Y) Largest decline over 5 years	-35.14%	-30.04%	-5.10%
Max Drawdown (10Y) Largest decline over 10 years	-41.71%	-36.22%	-5.49%
Current Drawdown Current decline from peak	-9.90%	-8.29%	-1.61%
Average Drawdown Average peak-to-trough decline	-12.96%	-7.58%	-5.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	2.93%	+0.04%

Volatility

CAMIX vs. IXUS - Volatility Comparison

The current volatility for Cambiar International Equity Fund (CAMIX) is 5.74%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 8.41%. This indicates that CAMIX experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CAMIX	IXUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.74%	8.41%	-2.67%
Volatility (6M) Calculated over the trailing 6-month period	9.72%	11.58%	-1.86%
Volatility (1Y) Calculated over the trailing 1-year period	14.93%	17.37%	-2.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.66%	15.96%	-0.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.44%	16.98%	-0.54%