CAMSX vs. AFMCX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Acuitas US Microcap Fund (AFMCX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. AFMCX is managed by Acuitas Investments. It was launched on Jul 18, 2014.
Performance
CAMSX vs. AFMCX - Performance Comparison
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CAMSX vs. AFMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 1.25% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
AFMCX Acuitas US Microcap Fund | -1.58% | 13.54% | 8.32% | 17.41% | -19.11% | 29.20% | 14.07% | 21.89% | -13.26% | 10.32% |
Returns By Period
In the year-to-date period, CAMSX achieves a 1.25% return, which is significantly higher than AFMCX's -1.58% return. Over the past 10 years, CAMSX has underperformed AFMCX with an annualized return of 7.77%, while AFMCX has yielded a comparatively higher 9.56% annualized return.
CAMSX
- 1D
- -0.86%
- 1M
- -6.95%
- YTD
- 1.25%
- 6M
- 2.33%
- 1Y
- 16.66%
- 3Y*
- 7.00%
- 5Y*
- 4.34%
- 10Y*
- 7.77%
AFMCX
- 1D
- -1.32%
- 1M
- -6.84%
- YTD
- -1.58%
- 6M
- 2.75%
- 1Y
- 31.40%
- 3Y*
- 11.08%
- 5Y*
- 3.53%
- 10Y*
- 9.56%
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CAMSX vs. AFMCX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is lower than AFMCX's 1.50% expense ratio.
Return for Risk
CAMSX vs. AFMCX — Risk / Return Rank
CAMSX
AFMCX
CAMSX vs. AFMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Acuitas US Microcap Fund (AFMCX). 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.
| CAMSX | AFMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.21 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.78 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.86 | -0.62 |
Martin ratioReturn relative to average drawdown | 4.03 | 6.64 | -2.61 |
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
| CAMSX | AFMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.21 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.15 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.01 |
Correlation
The correlation between CAMSX and AFMCX is 0.89, 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
CAMSX vs. AFMCX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.47%, more than AFMCX's 4.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 10.47% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
AFMCX Acuitas US Microcap Fund | 4.82% | 4.74% | 3.18% | 0.00% | 6.40% | 8.34% | 0.00% | 0.10% | 28.38% | 3.58% | 0.92% | 6.58% |
Drawdowns
CAMSX vs. AFMCX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, which is greater than AFMCX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for CAMSX and AFMCX.
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Drawdown Indicators
| CAMSX | AFMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -51.65% | -6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -14.39% | +2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -31.09% | +8.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -51.65% | +9.66% |
Current DrawdownCurrent decline from peak | -10.44% | -10.25% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.29% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 4.04% | -0.44% |
Volatility
CAMSX vs. AFMCX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 5.87%, while Acuitas US Microcap Fund (AFMCX) has a volatility of 7.04%. This indicates that CAMSX experiences smaller price fluctuations and is considered to be less risky than AFMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMSX | AFMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 7.04% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 15.77% | -3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.10% | 25.32% | -5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 23.54% | -4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 23.87% | -3.14% |