Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIOIX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 13.17% | 32.91% | 22.65% | 12.01% | 10.69% | 7.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIOIX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 01/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 32.91 | 22.65 | 12.01 | 10.69 | 7.60 | NA | … | … | 13.17 | 37.04 | 8.61 | 24.74 | -11.09 | 6.66 | 5.45 | 21.71 | -18.41 | 29.58 | 1.99 | -6.11 | -3.68 | 17.82 | 24.59 | -12.59 | 12.93 |
| Sharpe Ratio | NA | 2.03 | 1.31 | 0.60 | 0.50 | NA | NA | … | … | 1.62 | 2.09 | 0.41 | 1.67 | -0.58 | 0.48 | 0.14 | 1.68 | -1.38 | 3.70 | 0.10 | -0.41 | -0.34 | 1.53 | 1.53 | -0.47 | 0.62 |
| Standard Deviation(%) | NA | 15.84 | 14.99 | 16.25 | 18.20 | NA | NA | … | … | 20.75 | 16.39 | 12.11 | 12.74 | 21.57 | 13.80 | 35.78 | 12.02 | 14.41 | 7.84 | 18.47 | 15.04 | 10.82 | 11.63 | 16.22 | 26.70 | 20.93 |
| Draw Down(%) | NA | 14.91 | 16.40 | 29.90 | 43.39 | NA | NA | … | … | 14.91 | 16.40 | 8.70 | 10.86 | 28.94 | 11.17 | 39.58 | 10.07 | 25.83 | 2.41 | 13.40 | 19.26 | 10.40 | 9.11 | 15.84 | 28.39 | 18.19 |
| Yield(%) | 0.00 | 9.54 | 8.39 | 5.35 | 5.03 | 4.03 | 3.67 | … | … | 0.00 | 11.16 | 10.00 | 3.28 | 2.38 | 1.68 | 1.42 | 3.04 | 2.20 | 1.87 | 3.93 | 1.54 | 3.69 | 1.69 | 2.67 | 2.68 | 1.82 |
Data as of 06/04/2026, Common starting date is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIOIX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-6.45%
Mar 2017 – Mar 2020 |
-3.87%
Mar 2015 – Mar 2020 |
1.66%
Mar 2010 – Mar 2020 |
6.26%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIOIX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
27.20%
Sep 2022 – Sep 2025 |
16.29%
Oct 2020 – Oct 2025 |
11.46%
Feb 2016 – Feb 2026 |
7.98%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart