Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIVVX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INVESTOR CLASS) | 6.15% | 24.12% | 18.31% | 11.50% | 9.95% | 7.43% | 6.20% | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIVVX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INVESTOR 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 (%) | 0.41 | 24.12 | 18.31 | 11.50 | 9.95 | 7.43 | 6.20 | … | … | 6.15 | 38.72 | 3.46 | 26.99 | -6.99 | 8.86 | 5.16 | 19.80 | -18.82 | 27.07 | 0.17 | -3.17 | -6.50 | 23.90 | 24.23 | -10.79 | 12.42 | 32.00 | -42.05 | 7.64 | 25.74 | 7.88 | 26.31 | 45.53 | -11.18 | 2.40 |
| Sharpe Ratio | NA | 1.37 | 0.95 | 0.53 | 0.43 | NA | NA | … | … | 0.63 | 2.05 | -0.01 | 1.69 | -0.36 | 0.60 | 0.13 | 1.48 | -1.45 | 3.32 | 0.00 | -0.21 | -0.58 | 1.99 | 1.43 | -0.39 | 0.57 | 0.96 | -0.95 | 0.25 | 1.70 | 0.60 | 1.99 | 2.94 | -0.62 | 2.69 |
| Standard Deviation(%) | NA | 16.97 | 15.96 | 17.44 | 19.24 | NA | NA | … | … | 22.14 | 17.53 | 12.74 | 13.92 | 23.41 | 14.63 | 37.96 | 12.42 | 14.01 | 7.99 | 18.93 | 15.01 | 11.23 | 11.99 | 17.02 | 27.85 | 21.73 | 33.33 | 45.35 | 17.76 | 13.21 | 9.37 | 12.71 | 15.24 | 19.80 | 14.18 |
| Draw Down(%) | NA | 16.20 | 17.31 | 28.60 | 45.12 | NA | NA | … | … | 16.20 | 17.31 | 10.38 | 11.46 | 28.60 | 10.68 | 40.80 | 11.41 | 25.40 | 2.29 | 14.15 | 17.37 | 11.35 | 7.54 | 16.18 | 28.05 | 19.05 | 30.48 | 56.09 | 12.72 | 12.84 | 7.19 | 8.97 | 17.43 | 30.81 | 3.55 |
| Yield(%) | 0.00 | 10.22 | 8.23 | 5.54 | 5.01 | 4.08 | 4.11 | … | … | 0.00 | 12.16 | 8.66 | 4.13 | 1.39 | 1.71 | 1.14 | 5.09 | 2.59 | 2.15 | 1.70 | 1.63 | 2.15 | 0.99 | 2.26 | 2.83 | 1.81 | 1.88 | 5.65 | 22.21 | 6.32 | 5.70 | 5.09 | 2.65 | 0.99 | 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 |
|---|---|---|---|---|
| CIVVX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INVESTOR CLASS) |
-16.71%
Feb 2006 – Feb 2009 |
-5.59%
May 2007 – May 2012 |
1.27%
Mar 2010 – Mar 2020 |
0.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIVVX (CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND – INVESTOR CLASS) |
32.71%
Mar 2003 – Mar 2006 |
24.21%
Sep 2002 – Sep 2007 |
11.24%
Feb 2016 – Feb 2026 |
9.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart