Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVIX (CAUSEWAY GLOBAL VALUE FUND INSTITUTIONAL CLASS) | 4.21% | 27.32% | 20.88% | 11.79% | 11.51% | 9.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVIX (CAUSEWAY GLOBAL VALUE FUND INSTITUTIONAL CLASS) | 05/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 27.32 | 20.88 | 11.79 | 11.51 | 9.79 | NA | … | … | 4.21 | 34.03 | 12.84 | 29.80 | -12.06 | 13.35 | 7.39 | 21.25 | -11.23 | 20.22 | 7.69 | -6.25 | 5.61 | 29.18 | 16.51 | -1.31 | 19.10 | 38.64 | -48.03 |
| Sharpe Ratio | NA | 1.64 | 1.13 | 0.53 | 0.49 | NA | NA | … | … | 0.38 | 1.71 | 0.74 | 1.91 | -0.55 | 0.91 | 0.17 | 1.56 | -0.88 | 2.59 | 0.43 | -0.42 | 0.53 | 2.74 | 1.12 | -0.05 | 0.97 | 1.11 | -1.07 |
| Standard Deviation(%) | NA | 15.62 | 15.71 | 17.57 | 19.93 | NA | NA | … | … | 19.82 | 18.29 | 12.52 | 13.81 | 24.44 | 14.67 | 41.56 | 12.71 | 14.44 | 7.58 | 17.23 | 14.86 | 10.50 | 10.66 | 14.84 | 25.89 | 19.52 | 34.81 | 59.49 |
| Draw Down(%) | NA | 15.00 | 17.79 | 30.22 | 44.30 | NA | NA | … | … | 15.00 | 17.79 | 7.57 | 11.54 | 29.26 | 8.38 | 44.30 | 10.75 | 20.21 | 4.40 | 13.96 | 16.09 | 8.77 | 5.99 | 15.44 | 25.55 | 16.99 | 30.71 | 61.82 |
| Yield(%) | 0.00 | 10.96 | 12.94 | 7.84 | 8.13 | 7.65 | 5.42 | … | … | 0.00 | 12.04 | 22.36 | 2.96 | 0.76 | 0.80 | 1.43 | 5.52 | 13.64 | 9.32 | 1.48 | 2.97 | 10.24 | 5.82 | 1.68 | 1.11 | 1.62 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVIX (CAUSEWAY GLOBAL VALUE FUND INSTITUTIONAL CLASS) |
-7.25%
Mar 2017 – Mar 2020 |
-3.22%
Mar 2015 – Mar 2020 |
4.01%
Mar 2010 – Mar 2020 |
6.45%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVIX (CAUSEWAY GLOBAL VALUE FUND INSTITUTIONAL CLASS) |
33.14%
Feb 2009 – Feb 2012 |
26.27%
Feb 2009 – Feb 2014 |
14.86%
Feb 2009 – Feb 2019 |
12.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart