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Causeway International Small Cap Inv (CVISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.96+0.11 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.92%
5-year average return11.15%
Number of years up7
Number of years down2
Best 1-yr total return (27 May 2024)34.50%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return34.50%
Worst 3-yr total return-1.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCVISXCategory
YTD5.51%14.60%
1-month-0.97%-1.66%
3-month4.28%5.70%
1-year26.28%46.89%
3-year6.46%6.61%
5-year8.89%9.96%
10-year0.00%6.46%
Last bull market22.35%14.17%
Last bear market-16.97%-22.90%

Annual total return (%) history

Year
CVISXCategory
2024
N/AN/A
2023
26.82%N/A
2022
-11.50%N/A
2021
21.25%N/A
2020
2.46%8.61%
2019
18.54%19.18%
2018
-21.33%-19.13%
2017
34.50%27.52%
2016
3.12%4.24%
2015
4.40%2.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.54%N/AN/AN/A
20233.77%7.77%3.84%9.21%
2022-0.38%-16.97%-7.21%15.30%
202112.10%9.06%-5.27%4.69%
2020-30.71%18.06%11.34%12.50%
201911.61%-0.72%-2.89%10.16%
20181.15%-6.58%0.24%-16.94%
20178.26%7.81%10.25%4.52%
2016-1.05%-0.48%5.72%-0.95%
20155.18%4.09%-9.82%5.74%

Rank in category (by total return)

YTD8
1-month41
3-month47
1-year10
3-year13
5-year15

Load adjusted returns

1-year26.28%
3-year6.46%
5-year8.89%
10-yearN/A