Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) | 15.17% | 31.37% | 25.43% | 13.41% | 11.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INVESTOR 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 | 31.37 | 25.43 | 13.41 | 11.48 | NA | NA | … | … | 15.17 | 32.93 | 9.71 | 26.74 | -11.51 | 21.31 | 2.48 | 18.54 | -21.33 | 34.50 | 3.12 | 4.40 | 1.59 |
| Sharpe Ratio | NA | 2.26 | 1.68 | 0.76 | 0.62 | NA | NA | … | … | 2.40 | 2.11 | 0.47 | 1.85 | -0.68 | 1.52 | 0.07 | 1.63 | -1.63 | 4.28 | 0.19 | 0.30 | 0.93 |
| Standard Deviation(%) | NA | 14.11 | 14.14 | 15.01 | 16.50 | NA | NA | … | … | 17.76 | 14.30 | 12.92 | 12.59 | 19.19 | 13.96 | 31.54 | 10.44 | 14.00 | 7.95 | 14.91 | 14.68 | 9.07 |
| Draw Down(%) | NA | 10.77 | 13.30 | 25.20 | 48.49 | NA | NA | … | … | 10.77 | 13.16 | 9.51 | 9.95 | 25.20 | 7.93 | 40.81 | 11.18 | 29.54 | 3.12 | 12.13 | 17.59 | 4.16 |
| Yield(%) | 0.00 | 16.18 | 13.02 | 8.10 | 7.48 | 5.44 | 4.08 | … | … | 0.00 | 18.84 | 10.60 | 7.38 | 2.36 | 4.04 | 3.35 | 4.10 | 2.19 | 10.17 | 2.55 | 2.06 | 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 |
|---|---|---|---|---|
| CVISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) |
-7.09%
Mar 2017 – Mar 2020 |
-2.31%
Mar 2015 – Mar 2020 |
6.72%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVISX (CAUSEWAY INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) |
27.76%
Feb 2023 – Feb 2026 |
17.97%
May 2020 – May 2025 |
12.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart