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Causeway International Small Cap Instl (CIISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.93+0.05 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.62%
5-year average return11.21%
Number of years up7
Number of years down2
Best 1-yr total return (16 May 2024)34.73%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return34.73%
Worst 3-yr total return-1.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIISXCategory
YTD5.51%14.60%
1-month-0.96%-1.66%
3-month4.28%5.70%
1-year26.54%46.89%
3-year6.72%6.61%
5-year9.14%9.96%
10-year0.00%6.46%
Last bull market22.41%14.17%
Last bear market-16.91%-22.90%

Annual total return (%) history

Year
CIISXCategory
2024
N/AN/A
2023
27.19%N/A
2022
-11.26%N/A
2021
21.57%N/A
2020
2.67%8.61%
2019
18.77%19.18%
2018
-21.14%-19.13%
2017
34.73%27.52%
2016
3.29%4.24%
2015
4.70%2.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.53%N/AN/AN/A
20233.77%7.85%3.92%9.36%
2022-0.38%-16.91%-7.12%15.41%
202112.21%9.15%-5.27%4.79%
2020-30.67%18.08%11.46%12.53%
201911.62%-0.63%-2.89%10.27%
20181.23%-6.58%0.32%-16.88%
20178.37%7.81%10.33%4.52%
2016-1.05%-0.48%5.82%-0.87%
20155.28%4.18%-9.80%5.84%

Rank in category (by total return)

YTD10
1-month39
3-month48
1-year8
3-year11
5-year13

Load adjusted returns

1-year26.54%
3-year6.72%
5-year9.14%
10-yearN/A