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Causeway International Value Instl (CIVIX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.11% |
| 5y Average Return | 8.68% |
| Number of Years Up | 15 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 6, 2024) | 32.32% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 32.32% |
| Worst 3Y Total Return | -2.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIVIX
Category
- YTD
- 6.85%
- 11.56%
- 1-Month
- -5.17%
- -2.20%
- 3-Month
- -1.32%
- 4.11%
- 1-Year
- 21.69%
- 35.63%
- 3-Year
- 8.13%
- 5.74%
- 5-Year
- 9.30%
- 8.25%
- 10-Year
- 5.56%
- 4.29%
- Last Bull Market
- 16.97%
- 13.65%
- Last Bear Market
- -9.23%
- -23.43%
Annual Total Return (%) History
Year
CIVIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.71% | 1.24% | 8.36% | -- |
| 2023 | 14.12% | 5.06% | -3.40% | 9.93% |
| 2022 | -5.35% | -9.23% | -11.65% | 22.83% |
| 2021 | 6.90% | 2.07% | -0.96% | 0.93% |
| 2020 | -32.01% | 20.53% | 1.02% | 27.32% |
| 2019 | 10.29% | 0.07% | -2.26% | 11.34% |
| 2018 | -3.81% | -1.98% | 1.22% | -14.72% |
| 2017 | 7.79% | 5.02% | 6.88% | 5.12% |
| 2016 | -4.69% | -1.27% | 6.26% | 0.44% |
| 2015 | 4.33% | 0.78% | -10.23% | 2.80% |
| 2014 | 0.06% | 1.98% | -3.33% | -4.92% |
| 2013 | 1.37% | 2.62% | 12.13% | 6.45% |
| 2012 | 15.57% | -6.98% | 8.62% | 6.63% |
| 2011 | 5.92% | 1.74% | -22.05% | 6.44% |
| 2010 | 3.71% | -13.81% | 17.31% | 7.08% |
| 2009 | -15.65% | 25.51% | 22.83% | 1.76% |
| 2008 | -7.75% | -4.33% | -17.97% | -19.81% |
| 2007 | 3.18% | 7.20% | -0.23% | -2.25% |
| 2006 | 8.38% | 1.84% | 3.99% | 9.85% |
| 2005 | 0.12% | -0.74% | 5.33% | 3.29% |
| 2004 | 7.91% | 2.07% | 0.27% | 14.61% |
| 2003 | -8.10% | 25.64% | 9.51% | 15.36% |
| 2002 | 5.91% | 0.71% | -22.43% | 7.73% |
Rank in Category (By Total Return)
| YTD | 57 |
| 1-Month | 69 |
| 3-Month | 68 |
| 1-Year | 50 |
| 3-Year | 6 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 21.69% |
| 3-Year | 8.13% |
| 5-Year | 9.30% |
| 10-Year | 5.56% |
Performance & Risk
| YTD Return | 7.11% |
| 5y Average Return | 8.68% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Value |
| Fund Family | Causeway |
| Net Assets | 11.11B |
| YTD Return | 6.85% |
| Yield | 1.71% |
| Morningstar Rating | |
| Inception Date | Oct 26, 2001 |
Fund Summary
The fund invests primarily in common stocks of companies in developed countries outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies in a number of foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 15% of its total assets in companies in emerging (less developed) markets.
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