Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIVIX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INSTITUTIONAL CLASS) | 6.21% | 24.44% | 18.60% | 11.78% | 10.21% | 7.69% | 6.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIVIX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INSTITUTIONAL CLASS) | 12/04/2001 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 24.44 | 18.60 | 11.78 | 10.21 | 7.69 | 6.45 | … | … | 6.21 | 39.13 | 3.73 | 27.29 | -6.77 | 9.12 | 5.41 | 20.10 | -18.61 | 27.19 | 0.44 | -2.97 | -6.22 | 24.17 | 24.52 | -10.59 | 12.72 | 32.33 | -41.94 | 7.87 | 26.07 | 8.13 | 26.59 | 45.86 | -10.87 | 2.40 |
| Sharpe Ratio | NA | 1.39 | 0.97 | 0.54 | 0.45 | NA | NA | … | … | 0.64 | 2.08 | 0.01 | 1.72 | -0.35 | 0.62 | 0.14 | 1.50 | -1.43 | 3.35 | 0.01 | -0.20 | -0.56 | 2.01 | 1.45 | -0.38 | 0.58 | 0.97 | -0.94 | 0.27 | 1.72 | 0.63 | 2.01 | 2.98 | -0.61 | 2.70 |
| Standard Deviation(%) | NA | 16.96 | 15.97 | 17.43 | 19.25 | NA | NA | … | … | 22.13 | 17.54 | 12.80 | 13.84 | 23.38 | 14.67 | 38.04 | 12.40 | 14.05 | 7.97 | 18.99 | 15.02 | 11.22 | 11.98 | 16.99 | 27.91 | 21.69 | 33.36 | 45.41 | 17.78 | 13.25 | 9.37 | 12.71 | 15.15 | 19.77 | 14.15 |
| Draw Down(%) | NA | 16.19 | 17.30 | 28.51 | 44.86 | NA | NA | … | … | 16.19 | 17.30 | 10.37 | 11.46 | 28.51 | 10.59 | 40.77 | 11.39 | 25.25 | 2.27 | 14.13 | 17.30 | 11.26 | 7.48 | 16.15 | 28.02 | 19.04 | 30.46 | 56.08 | 12.64 | 12.83 | 7.16 | 8.88 | 17.40 | 30.76 | 3.45 |
| Yield(%) | 0.00 | 10.36 | 8.42 | 5.75 | 5.26 | 4.34 | 4.29 | … | … | 0.00 | 12.33 | 8.84 | 4.39 | 1.61 | 1.95 | 1.41 | 5.34 | 2.78 | 2.28 | 1.96 | 1.87 | 2.38 | 1.23 | 2.48 | 3.03 | 2.06 | 2.11 | 5.82 | 22.35 | 6.54 | 5.90 | 5.27 | 2.85 | 1.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIVIX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INSTITUTIONAL CLASS) |
-16.50%
Feb 2006 – Feb 2009 |
-5.38%
May 2007 – May 2012 |
1.50%
Mar 2010 – Mar 2020 |
1.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIVIX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INSTITUTIONAL CLASS) |
33.04%
Mar 2003 – Mar 2006 |
24.51%
Sep 2002 – Sep 2007 |
11.50%
Feb 2016 – Feb 2026 |
9.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart