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Cambiar SMID Institutional (CAMUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.48-0.28 (-1.18%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.57%
5-year average return9.08%
Number of years up6
Number of years down3
Best 1-yr total return (24 June 2024)31.08%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return31.08%
Worst 3-yr total return7.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAMUXCategory
YTD-1.16%17.04%
1-month1.28%-0.01%
3-month-3.80%5.47%
1-year12.06%50.44%
3-year1.69%13.15%
5-year10.59%13.75%
10-year8.44%11.35%
Last bull market21.69%25.95%
Last bear market-9.38%-22.55%

Annual total return (%) history

Year
CAMUXCategory
2024
N/AN/A
2023
13.01%N/A
2022
-5.98%N/A
2021
23.44%N/A
2020
9.69%12.39%
2019
31.08%26.21%
2018
-2.61%-11.15%
2017
11.79%15.93%
2016
18.02%14.14%
2015
-7.07%-4.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.73%N/AN/AN/A
20233.40%3.20%-3.88%10.19%
2022-3.55%-9.38%-6.29%14.81%
202116.07%4.68%-5.30%7.28%
2020-31.22%21.30%7.22%22.62%
201916.15%4.22%0.38%7.87%
20180.42%4.09%5.41%-11.62%
20174.11%0.96%2.52%3.74%
20161.32%-1.54%6.71%10.86%
20153.53%1.11%-11.42%0.23%

Rank in category (by total return)

YTD100
1-month96
3-month99
1-year97
3-year79
5-year63

Load adjusted returns

1-year12.06%
3-year1.69%
5-year10.59%
10-year8.44%