Nasdaq - Delayed Quote USD

Causeway International Small Cap Inv (CVISX)

15.11
+0.13
+(0.87%)
At close: 8:00:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.05%
5y Average Return 18.94%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 16, 2025) 34.50%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 34.50%
Worst 3Y Total Return -1.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CVISX
Category
YTD
4.97%
14.60%
1-Month
2.68%
-1.66%
3-Month
3.89%
5.70%
1-Year
9.17%
46.89%
3-Year
10.98%
6.61%
5-Year
16.29%
9.96%
10-Year
6.73%
6.46%
Last Bull Market
6.20%
14.17%
Last Bear Market
-16.97%
-22.90%

Annual Total Return (%) History

Year
CVISX
Category
2025
--
--
2024
9.74%
--
2023
26.82%
--
2022
-11.50%
--
2021
21.25%
--
2020
2.46%
8.61%
2019
18.54%
19.18%
2018
-21.33%
-19.13%

2017
34.50%
27.52%
2016
3.12%
4.24%
2015
4.40%
2.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.22% -- -- --
2024 6.54% 1.38% 6.60% -4.69%
2023 3.77% 7.77% 3.84% 9.21%
2022 -0.38% -16.97% -7.21% 15.30%
2021 12.10% 9.06% -5.27% 4.69%
2020 -30.71% 18.06% 11.34% 12.50%
2019 11.61% -0.72% -2.89% 10.16%
2018 1.15% -6.58% 0.24% -16.94%
2017 8.26% 7.81% 10.25% 4.52%
2016 -1.05% -0.48% 5.72% -0.95%

2015 5.18% 4.09% -9.82% 5.74%

Rank in Category (By Total Return)

YTD 89
1-Month 90
3-Month 89
1-Year 80
3-Year 36
5-Year 17

Load Adjusted Returns

1-Year 9.17%
3-Year 10.98%
5-Year 16.29%
10-Year 6.73%

Performance & Risk

YTD Return 11.05%
5y Average Return 18.94%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Value
Fund Family Causeway
Net Assets 256.62M
YTD Return 4.97%
Yield 4.74%
Morningstar Rating
Inception Date Oct 20, 2014

Fund Summary

The fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the U.S. The fund normally invests at least 80% of its total assets in equity securities of companies with smaller market capitalizations. Smaller market capitalization companies have market capitalizations that do not exceed the highest market capitalization of a company included in the fund's benchmark, the MSCI ACWI ex USA Small Cap Index (Gross), at the time of purchase.

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