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Causeway International Value Instl (CIVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.43+0.05 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.45%
5-year average return9.59%
Number of years up15
Number of years down7
Best 1-yr total return (17 Jun 2024)32.32%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return32.32%
Worst 3-yr total return-2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIVIXCategory
YTD7.00%11.56%
1-month5.76%-2.20%
3-month8.11%4.11%
1-year19.12%35.63%
3-year7.00%5.74%
5-year10.88%8.25%
10-year4.96%4.29%
Last bull market16.97%13.65%
Last bear market-9.23%-23.43%

Annual total return (%) history

Year
CIVIXCategory
2024
N/AN/A
2023
27.33%N/A
2022
-6.76%N/A
2021
9.07%N/A
2020
5.40%0.88%
2019
20.10%17.80%
2018
-18.61%-15.44%
2017
27.18%22.08%
2016
0.44%3.34%
2015
-2.97%-3.10%
2014
-6.22%-6.32%
2013
24.17%20.81%
2012
24.52%16.21%
2011
-10.59%-12.77%
2010
12.29%7.48%
2009
32.32%30.33%
2008
-41.95%-42.41%
2007
7.87%9.01%
2006
26.07%25.98%
2005
8.13%13.19%
2004
26.59%21.99%
2003
45.86%39.07%
2002
-10.86%-12.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.71%N/AN/AN/A
202314.12%5.06%-3.40%9.93%
2022-5.35%-9.23%-11.65%22.83%
20216.90%2.07%-0.96%0.93%
2020-32.01%20.53%1.02%27.32%
201910.29%0.07%-2.26%11.34%
2018-3.81%-1.98%1.22%-14.72%
20177.79%5.02%6.88%5.12%
2016-4.69%-1.27%6.26%0.44%
20154.33%0.78%-10.23%2.80%
20140.06%1.98%-3.33%-4.92%
20131.37%2.62%12.13%6.45%
201215.57%-6.98%8.62%6.63%
20115.92%1.74%-22.05%6.44%
20103.71%-13.81%17.31%7.08%
2009-15.65%25.51%22.83%1.76%
2008-7.75%-4.33%-17.97%-19.81%
20073.18%7.20%-0.23%-2.25%
20068.38%1.84%3.99%9.85%
20050.12%-0.74%5.33%3.29%
20047.91%2.07%0.27%14.61%
2003-8.10%25.64%9.51%15.36%
20025.91%0.71%-22.43%7.73%

Rank in category (by total return)

YTD55
1-month12
3-month28
1-year66
3-year15
5-year5

Load adjusted returns

1-year19.12%
3-year7.00%
5-year10.88%
10-year4.96%