Cambiar Small Cap Fund Five Year Return

Cambiar Small Cap fundamentals help investors to digest information that contributes to Cambiar Small's financial success or failures. It also enables traders to predict the movement of Cambiar Mutual Fund. The fundamental analysis module provides a way to measure Cambiar Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cambiar Small mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Cambiar Five Year Return Analysis

Cambiar Small's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Cambiar Small Five Year Return

    
  8.09 %  
Most of Cambiar Small's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cambiar Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Cambiar Small Five Year Return Component Assessment

According to the company disclosure, Cambiar Small Cap has a Five Year Return of 8.0891%. This is much higher than that of the Cambiar Funds family and significantly higher than that of the Small Blend category. The five year return for all United States funds is notably lower than that of the firm.

Cambiar Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cambiar Small's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cambiar Small could also be used in its relative valuation, which is a method of valuing Cambiar Small by comparing valuation metrics of similar companies.
Cambiar Small is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Cambiar Small

The fund consists of 94.21% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Cambiar Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Cambiar Fundamentals

About Cambiar Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Cambiar Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cambiar Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cambiar Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. Cambiar Small is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Cambiar Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Cambiar Small's short interest history, or implied volatility extrapolated from Cambiar Small options trading.

Pair Trading with Cambiar Small

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cambiar Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cambiar Small will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Cambiar Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cambiar Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cambiar Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cambiar Small Cap to buy it.
The correlation of Cambiar Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cambiar Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cambiar Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cambiar Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Cambiar Small Piotroski F Score and Cambiar Small Altman Z Score analysis.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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When running Cambiar Small's price analysis, check to measure Cambiar Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cambiar Small is operating at the current time. Most of Cambiar Small's value examination focuses on studying past and present price action to predict the probability of Cambiar Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cambiar Small's price. Additionally, you may evaluate how the addition of Cambiar Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Cambiar Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Cambiar Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cambiar Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.