Cambiar Opportunity Fund Manager Performance Evaluation
| CAMOX Fund | USD 30.50 0.19 0.62% |
The fund shows a Beta (market volatility) of -0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Cambiar Opportunity are expected to decrease at a much lower rate. During the bear market, Cambiar Opportunity is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Cambiar Opportunity Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Cambiar Opportunity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2022 | |
| Expense Ratio | 0.8600 |
Cambiar |
Cambiar Opportunity Relative Risk vs. Return Landscape
If you would invest 2,942 in Cambiar Opportunity Fund on August 26, 2024 and sell it today you would earn a total of 108.00 from holding Cambiar Opportunity Fund or generate 3.67% return on investment over 90 days. Cambiar Opportunity Fund is currently producing 0.058% returns and takes up 0.7171% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Cambiar, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Cambiar Opportunity Current Valuation
Overvalued
Today
Please note that Cambiar Opportunity's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Cambiar Opportunity shows a prevailing Real Value of $27.77 per share. The current price of the fund is $30.5. We determine the value of Cambiar Opportunity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Cambiar Opportunity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cambiar Mutual Fund. However, Cambiar Opportunity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 30.5 | Real 27.77 | Hype 30.5 | Naive 30.23 |
The intrinsic value of Cambiar Opportunity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cambiar Opportunity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Cambiar Opportunity Fund helps investors to forecast how Cambiar mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cambiar Opportunity more accurately as focusing exclusively on Cambiar Opportunity's fundamentals will not take into account other important factors: Cambiar Opportunity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cambiar Opportunity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cambiar Opportunity Fund, and traders can use it to determine the average amount a Cambiar Opportunity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0809
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CAMOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Cambiar Opportunity is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cambiar Opportunity by adding it to a well-diversified portfolio.
Cambiar Opportunity Fundamentals Growth
Cambiar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cambiar Opportunity, and Cambiar Opportunity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cambiar Mutual Fund performance.
| Price To Earning | 16.41 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 125.3 M | ||||
About Cambiar Opportunity Performance
Evaluating Cambiar Opportunity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cambiar Opportunity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Cambiar Opportunity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of 10 billion at time of purchase. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.Things to note about Cambiar Opportunity performance evaluation
Checking the ongoing alerts about Cambiar Opportunity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cambiar Opportunity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.39% of its assets under management (AUM) in cash |
- Analyzing Cambiar Opportunity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cambiar Opportunity's stock is overvalued or undervalued compared to its peers.
- Examining Cambiar Opportunity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Cambiar Opportunity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cambiar Opportunity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cambiar Opportunity's mutual fund. These opinions can provide insight into Cambiar Opportunity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cambiar Mutual Fund
Cambiar Opportunity financial ratios help investors to determine whether Cambiar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cambiar with respect to the benefits of owning Cambiar Opportunity security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |