Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) | 15.35% | 31.71% | 25.73% | 13.70% | 11.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) | 10/21/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 31.71 | 25.73 | 13.70 | 11.74 | NA | NA | … | … | 15.35 | 33.21 | 9.95 | 27.11 | -11.28 | 21.63 | 2.70 | 18.77 | -21.14 | 34.72 | 3.29 | 4.70 | 1.59 |
| Sharpe Ratio | NA | 2.29 | 1.70 | 0.77 | 0.64 | NA | NA | … | … | 2.44 | 2.13 | 0.49 | 1.87 | -0.66 | 1.54 | 0.08 | 1.66 | -1.62 | 4.32 | 0.21 | 0.32 | 0.93 |
| Standard Deviation(%) | NA | 14.08 | 14.14 | 15.01 | 16.49 | NA | NA | … | … | 17.70 | 14.29 | 12.93 | 12.63 | 19.21 | 13.99 | 31.50 | 10.42 | 13.99 | 7.92 | 14.88 | 14.67 | 9.07 |
| Draw Down(%) | NA | 10.70 | 13.21 | 25.07 | 48.29 | NA | NA | … | … | 10.70 | 13.21 | 9.56 | 9.87 | 25.07 | 7.85 | 40.80 | 11.01 | 29.43 | 3.19 | 12.13 | 17.56 | 4.16 |
| Yield(%) | 0.00 | 16.41 | 13.28 | 8.32 | 7.74 | 5.64 | 4.23 | … | … | 0.00 | 19.13 | 10.84 | 7.65 | 2.53 | 4.23 | 3.57 | 4.42 | 2.39 | 10.38 | 2.82 | 2.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) |
-6.89%
Mar 2017 – Mar 2020 |
-2.11%
Mar 2015 – Mar 2020 |
6.96%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INSTITUTIONAL CLASS) |
28.08%
Feb 2023 – Feb 2026 |
18.28%
May 2020 – May 2025 |
13.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart