MASKX vs. CAMSX
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Cambiar Small Cap Fund (CAMSX).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004.
Performance
MASKX vs. CAMSX - Performance Comparison
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MASKX vs. CAMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
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% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly lower than CAMSX's 1.25% return. Over the past 10 years, MASKX has outperformed CAMSX with an annualized return of 9.43%, while CAMSX has yielded a comparatively lower 7.77% annualized return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
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%
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MASKX vs. CAMSX - Expense Ratio Comparison
MASKX has a 0.12% expense ratio, which is lower than CAMSX's 1.10% expense ratio.
Return for Risk
MASKX vs. CAMSX — Risk / Return Rank
MASKX
CAMSX
MASKX vs. CAMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Cambiar Small Cap Fund (CAMSX). 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.
| MASKX | CAMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.82 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.27 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.24 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.00 | 4.03 | +0.97 |
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
| MASKX | CAMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.82 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.23 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.39 | -0.05 |
Correlation
The correlation between MASKX and CAMSX is 0.93, 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
MASKX vs. CAMSX - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, less than CAMSX's 10.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
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% |
Drawdowns
MASKX vs. CAMSX - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, roughly equal to the maximum CAMSX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for MASKX and CAMSX.
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Drawdown Indicators
| MASKX | CAMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -58.43% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -11.67% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -22.14% | -9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -41.99% | +0.31% |
Current DrawdownCurrent decline from peak | -11.01% | -10.44% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -8.90% | -2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.60% | +0.08% |
Volatility
MASKX vs. CAMSX - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to Cambiar Small Cap Fund (CAMSX) at 5.87%. This indicates that MASKX's price experiences larger fluctuations and is considered to be riskier than CAMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASKX | CAMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.87% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 12.42% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 20.10% | +3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 18.66% | +4.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 20.73% | +2.90% |