CAMSX vs. SPY
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and SPDR S&P 500 ETF (SPY).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAMSX or SPY.
Correlation
The correlation between CAMSX and SPY is 0.83, 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.
Performance
CAMSX vs. SPY - Performance Comparison
Key characteristics
CAMSX:
0.59
SPY:
1.81
CAMSX:
0.92
SPY:
2.43
CAMSX:
1.12
SPY:
1.33
CAMSX:
0.27
SPY:
2.74
CAMSX:
2.30
SPY:
11.36
CAMSX:
4.47%
SPY:
2.03%
CAMSX:
17.44%
SPY:
12.74%
CAMSX:
-60.39%
SPY:
-55.19%
CAMSX:
-30.69%
SPY:
-0.73%
Returns By Period
In the year-to-date period, CAMSX achieves a 1.66% return, which is significantly lower than SPY's 3.28% return. Over the past 10 years, CAMSX has underperformed SPY with an annualized return of -1.69%, while SPY has yielded a comparatively higher 13.17% annualized return.
CAMSX
1.66%
2.55%
4.35%
7.74%
-0.14%
-1.69%
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
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CAMSX vs. SPY - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CAMSX vs. SPY — Risk-Adjusted Performance Rank
CAMSX
SPY
CAMSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
CAMSX vs. SPY - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 0.37%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 0.37% | 0.38% | 0.59% | 0.03% | 0.00% | 0.34% | 0.47% | 0.09% | 0.40% | 0.00% | 0.77% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CAMSX vs. SPY - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -60.39%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CAMSX and SPY. For additional features, visit the drawdowns tool.
Volatility
CAMSX vs. SPY - Volatility Comparison
Cambiar Small Cap Fund (CAMSX) has a higher volatility of 3.94% compared to SPDR S&P 500 ETF (SPY) at 3.41%. This indicates that CAMSX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.