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Nasdaq - Delayed Quote USD

Causeway International Value Inv (CIVVX)

20.55
-0.28
(-1.34%)
At close: March 28 at 8:03:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.62%
5y Average Return 18.07%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Mar 28, 2025) 27.07%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 27.07%
Worst 3Y Total Return -3.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIVVX
Category
YTD
11.30%
11.56%
1-Month
6.17%
-2.20%
3-Month
9.43%
4.11%
1-Year
16.32%
35.63%
3-Year
11.73%
5.74%
5-Year
12.51%
8.25%
10-Year
5.87%
4.29%
Last Bull Market
4.08%
13.65%
Last Bear Market
-9.30%
-23.43%

Annual Total Return (%) History

Year
CIVVX
Category
2024
3.44%
--
2023
27.02%
--
2022
-6.99%
--
2021
8.81%
--
2020
5.15%
0.88%
2019
19.80%
17.80%
2018
-18.82%
-15.44%
2017
27.07%
22.08%

2016
0.17%
3.34%
2015
-3.17%
-3.10%
2014
-6.50%
-6.32%
2013
23.90%
20.81%
2012
24.23%
16.21%
2011
-10.79%
-12.77%
2010
11.98%
7.48%
2009
32.01%
30.33%
2008
-42.06%
-42.41%
2007
7.64%
9.01%
2006
25.74%
25.98%
2005
7.87%
13.19%
2004
26.31%
21.99%
2003
45.53%
39.07%
2002
-11.18%
-12.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.63% 1.20% 8.28% -8.02%
2023 14.10% 4.99% -3.48% 9.87%
2022 -5.39% -9.30% -11.67% 22.71%
2021 6.82% 2.03% -1.02% 0.87%
2020 -32.04% 20.49% 0.87% 27.31%
2019 10.21% 0.00% -2.35% 11.32%
2018 -3.89% -2.06% 1.17% -14.75%
2017 7.76% 4.92% 6.80% 5.23%
2016 -4.79% -1.28% 6.16% 0.38%
2015 4.29% 0.72% -10.30% 2.78%

2014 0.00% 1.87% -3.42% -4.96%
2013 1.30% 2.64% 11.99% 6.41%
2012 15.56% -7.02% 8.50% 6.55%
2011 5.87% 1.67% -22.12% 6.41%
2010 3.64% -13.81% 17.11% 7.03%
2009 -15.61% 25.34% 22.73% 1.68%
2008 -7.80% -4.36% -18.03% -19.84%
2007 3.15% 7.14% -0.28% -2.33%
2006 8.29% 1.84% 3.90% 9.73%
2005 0.06% -0.80% 5.30% 3.22%
2004 7.86% 2.01% 0.20% 14.56%
2003 -8.12% 25.47% 9.45% 15.34%
2002 5.72% 0.62% -22.40% 7.60%

Rank in Category (By Total Return)

YTD 4
1-Month 2
3-Month 5
1-Year 13
3-Year 3
5-Year 5

Load Adjusted Returns

1-Year 16.32%
3-Year 11.73%
5-Year 12.51%
10-Year 5.87%

Performance & Risk

YTD Return 11.62%
5y Average Return 18.07%
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 11.30%
Yield 1.61%
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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