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CIVIX: CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 21.64 0.03(0.14%) October 11
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 12/04/2001 |
| Last Dividend Date: | 12/20/2023 |
| 12-Mo. Yield | 2.01% |
| Expenses | 0.88% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/05/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 10.6 | 19.2 | 9.0 | 11.2 | 5.9 | 6.7 | 6.2 | 7.2 | 22.8 | -6.8 | 9.1 | 5.4 | 20.1 | -18.6 | 27.2 | 0.4 | -3.0 | -6.2 | 24.2 | 24.5 | -10.6 | 12.7 | 32.3 | -41.9 | 7.9 | 26.1 | 8.1 | 26.6 | 45.9 | -10.9 | 2.4 |
| Sharpe Ratio | NA | 0.62 | 1.31 | 0.33 | 0.4 | 0.23 | NA | NA | 0.3 | 1.29 | -0.35 | 0.62 | 0.14 | 1.51 | -1.42 | 3.35 | 0.01 | -0.2 | -0.56 | 2.01 | 1.45 | -0.38 | 0.58 | 0.97 | -0.94 | 0.28 | 1.73 | 0.64 | 2.02 | 2.98 | -0.61 | 2.7 |
| Draw Down(%) | NA | 6.7 | 6.7 | 28.5 | 40.8 | 44.9 | NA | NA | 61.0 | 11.5 | 28.5 | 10.6 | 40.8 | 11.4 | 25.2 | 2.3 | 14.1 | 17.3 | 11.3 | 7.5 | 16.2 | 28.0 | 19.0 | 30.5 | 56.1 | 12.6 | 12.8 | 7.2 | 8.9 | 17.4 | 30.8 | 3.5 |
| Standard Deviation(%) | NA | 13.0 | 13.1 | 17.5 | 22.5 | 18.9 | NA | NA | 20.8 | 14.5 | 23.4 | 14.7 | 37.7 | 12.4 | 14.0 | 8.0 | 19.0 | 15.0 | 11.2 | 12.0 | 17.0 | 27.9 | 21.7 | 33.4 | 45.4 | 17.8 | 13.2 | 9.4 | 12.7 | 15.1 | 19.8 | 14.2 |
| Treynor Ratio | NA | 0.09 | 0.19 | 0.06 | 0.08 | 0.04 | NA | NA | 0.06 | 0.19 | -0.08 | 0.09 | 0.04 | 0.17 | -0.2 | 0.29 | 0.0 | -0.03 | -0.07 | 0.28 | 0.25 | -0.11 | 0.13 | 0.29 | -0.41 | 0.05 | 0.25 | 0.07 | 0.33 | 0.45 | -0.13 | 0.48 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.03 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | 0.04 | 0.03 | 0.01 | 0.09 |
| Beta | NA | 0.86 | 0.88 | 0.99 | 1.08 | 1.04 | NA | NA | 1.02 | 1.0 | 1.02 | 0.98 | 1.16 | 1.07 | 0.97 | 0.92 | 1.01 | 0.92 | 0.9 | 0.87 | 0.98 | 1.0 | 0.98 | 1.12 | 1.05 | 0.95 | 0.9 | 0.82 | 0.77 | 1.01 | 0.95 | 0.81 |
| RSquared | NA | 0.73 | 0.75 | 0.84 | 0.86 | 0.86 | NA | NA | 0.88 | 0.8 | 0.89 | 0.72 | 0.9 | 0.84 | 0.86 | 0.73 | 0.88 | 0.9 | 0.82 | 0.85 | 0.91 | 0.96 | 0.91 | 0.93 | 0.91 | 0.82 | 0.83 | 0.79 | 0.69 | 0.88 | 0.89 | 0.93 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.8 | 2.6 | 2.4 | 2.8 | 4.3 | N/A | 2.3 | 1.6 | 2.0 | 1.4 | 5.3 | 2.8 | 2.3 | 2.0 | 1.9 | 2.4 | 1.2 | 2.5 | 3.0 | 2.1 | 2.1 | 5.8 | 22.4 | 6.5 | 5.9 | 5.3 | 2.8 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 28.2 | -32.6 | 10.7 | -61.6 | N/A | N/A | N/A | 28.2 | -10.6 | 42.2 | -69.2 | 49.6 | 52.5 | 17.0 | -1.5 | -27.4 | 129.7 | -40.2 | -27.6 | 60.1 | 26.6 | -80.6 | -78.3 | 299.6 | 17.2 | 33.7 | 163.7 | 126.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2001
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