Cambiar International Equity Fund Manager Performance Evaluation

CAMIX Fund  USD 26.23  0.16  0.61%   
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cambiar International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cambiar International is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Cambiar International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Expense Ratio Date1st of March 2022
Expense Ratio0.9900
  

Cambiar International Relative Risk vs. Return Landscape

If you would invest  2,810  in Cambiar International Equity on August 30, 2024 and sell it today you would lose (187.00) from holding Cambiar International Equity or give up 6.65% of portfolio value over 90 days. Cambiar International Equity is currently producing negative expected returns and takes up 0.8038% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Cambiar International is expected to under-perform the market. In addition to that, the company is 1.03 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 per unit of volatility.

Cambiar International Current Valuation

Fairly Valued
Today
26.23
Please note that Cambiar International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cambiar International shows a prevailing Real Value of $26.56 per share. The current price of the fund is $26.23. We determine the value of Cambiar International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cambiar Mutual Fund. However, Cambiar International'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  26.23 Real  26.56 Hype  26.23 Naive  26.18
The intrinsic value of Cambiar International'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 International'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.
26.56
Real Value
27.36
Upside
Estimating the potential upside or downside of Cambiar International Equity 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 International more accurately as focusing exclusively on Cambiar International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.8226.3826.93
Details
Hype
Prediction
LowEstimatedHigh
25.4326.2327.03
Details
Naive
Forecast
LowNext ValueHigh
25.3826.1826.98
Details

Cambiar International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Cambiar International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cambiar International Equity, and traders can use it to determine the average amount a Cambiar International'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 = -0.132

Best PortfolioBest Equity
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Negative ReturnsCAMIX

Estimated Market Risk

 0.8
  actual daily
7
93% of assets are more volatile

Expected Return

 -0.11
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Cambiar International is not performing at its full potential. However, 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 International by adding Cambiar International to a well-diversified portfolio.

Cambiar International Fundamentals Growth

Cambiar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cambiar International, and Cambiar International 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.

About Cambiar International Performance

Evaluating Cambiar International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cambiar International 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 International 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies. The Adviser focuses predominantly on medium to large market capitalization equity securities. In some circumstances, the fund purchases American Depositary Receipts which are traded on U.S. exchanges and represent an ownership interest in a foreign security, rather than foreign shares that are traded on foreign exchanges, because the ADRs have greater liquidity or for other reasons.

Things to note about Cambiar International performance evaluation

Checking the ongoing alerts about Cambiar International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cambiar International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Cambiar International generated a negative expected return over the last 90 days
The fund holds about 5.87% of its assets under management (AUM) in cash
Evaluating Cambiar International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cambiar International's mutual fund performance include:
  • Analyzing Cambiar International'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 International's stock is overvalued or undervalued compared to its peers.
  • Examining Cambiar International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cambiar International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Cambiar International's mutual fund. These opinions can provide insight into Cambiar International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Cambiar International's mutual fund performance is not an exact science, and many factors can impact Cambiar International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Cambiar Mutual Fund

Cambiar International 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 International security.
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