Cambiar Smid Fund Manager Performance Evaluation
| CAMMX Fund | USD 25.14 0.01 0.04% |
The fund shows a Beta (market volatility) of 0.88, which signifies possible diversification benefits within a given portfolio. Cambiar Smid returns are very sensitive to returns on the market. As the market goes up or down, Cambiar Smid is expected to follow.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Cambiar Smid Fund are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Cambiar Smid 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 | 0.9300 |
Cambiar |
Cambiar Smid Relative Risk vs. Return Landscape
If you would invest 2,475 in Cambiar Smid Fund on September 13, 2024 and sell it today you would earn a total of 39.00 from holding Cambiar Smid Fund or generate 1.58% return on investment over 90 days. Cambiar Smid Fund is currently producing 0.0277% returns and takes up 0.7655% 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 Smid Current Valuation
Fairly Valued
Today
Please note that Cambiar Smid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cambiar Smid shows a prevailing Real Value of $25.18 per share. The current price of the fund is $25.14. We determine the value of Cambiar Smid 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 Smid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cambiar Mutual Fund. However, Cambiar Smid'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 25.14 | Real 25.18 | Hype 25.15 | Naive 24.94 |
The intrinsic value of Cambiar Smid'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 Smid'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 Smid 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 Smid more accurately as focusing exclusively on Cambiar Smid's fundamentals will not take into account other important factors: Cambiar Smid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cambiar Smid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cambiar Smid Fund, and traders can use it to determine the average amount a Cambiar Smid'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 = 0.0362
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CAMMX |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Cambiar Smid is performing at about 2% 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 Smid by adding it to a well-diversified portfolio.
Cambiar Smid Fundamentals Growth
Cambiar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cambiar Smid, and Cambiar Smid 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 | 16.64 X | ||||
| Price To Book | 1.89 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 117.37 M | ||||
About Cambiar Smid Performance
Evaluating Cambiar Smid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cambiar Smid 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 Smid 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 common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500 Value Index or 12 billion, whichever is greater at the time of initial purchase.Things to note about Cambiar Smid performance evaluation
Checking the ongoing alerts about Cambiar Smid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cambiar Smid 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 7.52% of its assets under management (AUM) in cash |
- Analyzing Cambiar Smid'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 Smid's stock is overvalued or undervalued compared to its peers.
- Examining Cambiar Smid'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 Smid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cambiar Smid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cambiar Smid's mutual fund. These opinions can provide insight into Cambiar Smid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Cambiar Mutual Fund
Cambiar Smid 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 Smid security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |