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Nasdaq - Delayed Quote USD

Causeway International Value Instl (CIVIX)

20.73
-0.28
(-1.33%)
At close: March 28 at 8:03:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.69%
5y Average Return 18.36%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Mar 28, 2025) 27.33%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 27.33%
Worst 3Y Total Return -2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIVIX
Category
YTD
11.37%
11.56%
1-Month
6.16%
-2.20%
3-Month
9.50%
4.11%
1-Year
16.69%
35.63%
3-Year
12.02%
5.74%
5-Year
12.79%
8.25%
10-Year
6.12%
4.29%
Last Bull Market
4.24%
13.65%
Last Bear Market
-9.23%
-23.43%

Annual Total Return (%) History

Year
CIVIX
Category
2024
3.70%
--
2023
27.33%
--
2022
-6.76%
--
2021
9.07%
--
2020
5.40%
0.88%
2019
20.10%
17.80%
2018
-18.61%
-15.44%
2017
27.18%
22.08%

2016
0.44%
3.34%
2015
-2.97%
-3.10%
2014
-6.22%
-6.32%
2013
24.17%
20.81%
2012
24.52%
16.21%
2011
-10.59%
-12.77%
2010
12.29%
7.48%
2009
32.32%
30.33%
2008
-41.95%
-42.41%
2007
7.87%
9.01%
2006
26.07%
25.98%
2005
8.13%
13.19%
2004
26.59%
21.99%
2003
45.86%
39.07%
2002
-10.86%
-12.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.71% 1.24% 8.36% -7.96%
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 4
1-Month 3
3-Month 4
1-Year 11
3-Year 2
5-Year 3

Load Adjusted Returns

1-Year 16.69%
3-Year 12.02%
5-Year 12.79%
10-Year 6.12%

Performance & Risk

YTD Return 11.69%
5y Average Return 18.36%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Causeway
Net Assets 13.11B
YTD Return 11.37%
Yield 1.81%
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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