Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEMIX (CAUSEWAY EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 34.33% | 65.76% | 32.10% | 7.25% | 9.96% | 5.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEMIX (CAUSEWAY EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 04/04/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.63 | 65.76 | 32.10 | 7.25 | 9.96 | 5.52 | NA | … | … | 34.33 | 32.44 | 14.90 | 17.13 | -23.05 | -18.01 | 16.95 | 16.73 | -17.91 | 39.78 | 9.21 | -16.05 | 2.07 | -2.57 | 25.80 | -18.11 | 26.29 | 88.10 | -58.44 | 36.45 |
| Sharpe Ratio | NA | 3.13 | 1.63 | 0.25 | 0.44 | NA | NA | … | … | 3.61 | 1.70 | 0.55 | 0.95 | -1.23 | -0.75 | 0.56 | 1.13 | -1.06 | 3.75 | 0.50 | -0.93 | 0.17 | -0.19 | 1.63 | -0.72 | 1.24 | 2.65 | -1.14 | 1.85 |
| Standard Deviation(%) | NA | 20.03 | 17.54 | 19.08 | 19.14 | NA | NA | … | … | 26.31 | 17.75 | 15.09 | 13.71 | 19.88 | 24.02 | 29.90 | 13.58 | 18.17 | 10.50 | 17.89 | 17.21 | 12.23 | 13.71 | 15.92 | 25.30 | 21.16 | 33.25 | 51.85 | 26.52 |
| Draw Down(%) | NA | 13.61 | 17.92 | 47.61 | 49.56 | NA | NA | … | … | 13.61 | 14.81 | 9.93 | 10.39 | 32.20 | 29.39 | 32.71 | 11.88 | 27.56 | 5.22 | 13.47 | 28.05 | 14.95 | 17.21 | 16.87 | 29.81 | 16.22 | 23.08 | 67.99 | 16.59 |
| Yield(%) | 0.00 | 3.00 | 4.40 | 2.51 | 3.20 | 2.20 | 2.64 | … | … | 0.00 | 3.31 | 4.19 | 5.39 | 3.55 | 2.62 | 1.54 | 2.35 | 1.58 | 2.13 | 1.72 | 1.40 | 2.43 | 0.90 | 2.76 | 0.79 | 2.55 | 5.18 | 1.15 | 5.99 |
Data as of 06/04/2026, Common starting date is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEMIX (CAUSEWAY EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-10.74%
Jan 2021 – Jan 2024 |
-7.76%
Oct 2017 – Oct 2022 |
-1.07%
Feb 2013 – Feb 2023 |
-1.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEMIX (CAUSEWAY EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
38.70%
Feb 2009 – Feb 2012 |
21.72%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
7.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart