Singapore markets close in 2 hours 35 minutes

Causeway International Value Inv (CIVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.73-0.18 (-0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.75%
5-year average return10.00%
Number of years up15
Number of years down7
Best 1-yr total return (21 May 2024)32.01%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return32.01%
Worst 3-yr total return-3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIVVXCategory
YTD1.08%11.56%
1-month-1.51%-2.20%
3-month3.70%4.11%
1-year8.04%35.63%
3-year6.28%5.74%
5-year7.73%8.25%
10-year4.26%4.29%
Last bull market16.84%13.65%
Last bear market-9.30%-23.43%

Annual total return (%) history

Year
CIVVXCategory
2024
N/AN/A
2023
27.02%N/A
2022
-6.99%N/A
2021
8.81%N/A
2020
5.15%0.88%
2019
19.80%17.80%
2018
-18.82%-15.44%
2017
27.07%22.08%
2016
0.17%3.34%
2015
-3.17%-3.10%
2014
-6.50%-6.32%
2013
23.90%20.81%
2012
24.23%16.21%
2011
-10.79%-12.77%
2010
11.98%7.48%
2009
32.01%30.33%
2008
-42.06%-42.41%
2007
7.64%9.01%
2006
25.74%25.98%
2005
7.87%13.19%
2004
26.31%21.99%
2003
45.53%39.07%
2002
-11.18%-12.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.63%N/AN/AN/A
202314.10%4.99%-3.48%9.87%
2022-5.39%-9.30%-11.67%22.71%
20216.82%2.03%-1.02%0.87%
2020-32.04%20.49%0.87%27.31%
201910.21%0.00%-2.35%11.32%
2018-3.89%-2.06%1.17%-14.75%
20177.76%4.92%6.80%5.23%
2016-4.79%-1.28%6.16%0.38%
20154.29%0.72%-10.30%2.78%
20140.00%1.87%-3.42%-4.96%
20131.30%2.64%11.99%6.41%
201215.56%-7.02%8.50%6.55%
20115.87%1.67%-22.12%6.41%
20103.64%-13.81%17.11%7.03%
2009-15.61%25.34%22.73%1.68%
2008-7.80%-4.36%-18.03%-19.84%
20073.15%7.14%-0.28%-2.33%
20068.29%1.84%3.90%9.73%
20050.06%-0.80%5.30%3.22%
20047.86%2.01%0.20%14.56%
2003-8.12%25.47%9.45%15.34%
20025.72%0.62%-22.40%7.60%

Rank in category (by total return)

YTD73
1-month47
3-month53
1-year67
3-year18
5-year12

Load adjusted returns

1-year8.04%
3-year6.28%
5-year7.73%
10-year4.26%