Nasdaq - Delayed Quote USD

Causeway Emerging Markets Investor (CEMVX)

11.98
+0.04
+(0.34%)
At close: May 23 at 8:00:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.32%
5y Average Return 9.47%
Number of Years Up 10
Number of Years Down 7
Best 1Y Total Return (May 23, 2025) 39.47%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 39.47%
Worst 3Y Total Return -6.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CEMVX
Category
YTD
1.18%
8.73%
1-Month
0.54%
1.20%
3-Month
1.45%
5.47%
1-Year
5.44%
41.79%
3-Year
6.02%
11.48%
5-Year
7.45%
12.18%
10-Year
2.70%
4.39%
Last Bull Market
4.19%
17.73%
Last Bear Market
-13.06%
-25.55%

Annual Total Return (%) History

Year
CEMVX
Category
2025
--
--
2024
14.65%
--
2023
16.90%
--
2022
-23.18%
--
2021
-1.53%
--
2020
16.72%
17.90%
2019
16.39%
19.25%
2018
-18.07%
-16.07%

2017
39.47%
34.17%
2016
8.88%
8.47%
2015
-16.24%
-13.79%
2014
1.83%
-3.01%
2013
-2.78%
-0.14%
2012
25.57%
18.15%
2011
-18.24%
-19.86%
2010
26.09%
19.26%
2009
87.93%
73.81%
2008
-58.52%
-54.44%
2007
--
36.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.63% -- -- --
2024 7.72% 9.02% 3.84% -5.98%
2023 4.92% 4.48% -0.41% 7.08%
2022 -7.98% -13.06% -10.60% 7.41%
2021 4.87% 3.52% -9.10% -0.21%
2020 -23.08% 16.29% 9.34% 19.35%
2019 8.51% 0.40% -4.62% 12.01%
2018 2.03% -10.71% -1.31% -8.88%
2017 14.26% 4.47% 8.88% 7.32%
2016 3.93% 1.00% 8.09% -4.04%

2015 2.91% 0.58% -16.93% -2.58%
2014 0.43% 8.06% -2.59% -3.67%
2013 0.16% -9.61% 6.55% 0.79%
2012 15.79% -7.95% 6.93% 10.18%
2011 2.55% 0.08% -24.40% 5.38%
2010 2.23% -7.64% 19.66% 11.60%
2009 0.74% 38.05% 22.64% 10.19%
2008 -13.15% 0.69% -31.53% -30.72%
2007 15.15% 15.77% 4.85% --

Rank in Category (By Total Return)

YTD 81
1-Month 70
3-Month 61
1-Year 65
3-Year 22
5-Year 43

Load Adjusted Returns

1-Year 5.44%
3-Year 6.02%
5-Year 7.45%
10-Year 2.70%

Performance & Risk

YTD Return 8.32%
5y Average Return 9.47%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Causeway
Net Assets 2.03B
YTD Return 1.18%
Yield 3.41%
Morningstar Rating
Inception Date Mar 29, 2007

Fund Summary

The fund normally invests at least 80% of its total assets in equity securities of companies in emerging (less developed) markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. It may invest up to 10% of total fund assets in companies in less developed emerging markets not included in the EM Index.

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