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CIVVX: CAUSEWAY INTERNATIONAL VALUE FUND CAUSEWAY INTERNATIONAL VALUE FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info 24.14 0.56(2.27%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/04/2001 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 10.34% |
| Expenses | 0.88% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 3.7 | 21.1 | 17.4 | 11.0 | 9.7 | 7.2 | 6.1 | 8.0 | 38.7 | 3.5 | 27.0 | -7.0 | 8.9 | 5.2 | 19.8 | -18.8 | 27.1 | 0.2 | -3.2 | -6.5 | 23.9 | 24.2 | -10.8 | 12.4 | 32.0 | -42.1 | 7.6 | 25.7 | 7.9 | 26.3 | 45.5 | -11.2 | 2.4 |
| Sharpe Ratio | NA | 0.29 | 1.08 | 0.89 | 0.48 | 0.42 | NA | NA | 0.33 | 2.05 | -0.01 | 1.69 | -0.36 | 0.6 | 0.13 | 1.48 | -1.45 | 3.32 | 0.0 | -0.21 | -0.58 | 1.99 | 1.43 | -0.39 | 0.57 | 0.96 | -0.95 | 0.25 | 1.7 | 0.6 | 1.99 | 2.94 | -0.62 | 2.69 |
| Draw Down(%) | NA | 16.2 | 16.2 | 17.3 | 28.6 | 45.1 | NA | NA | 61.1 | 17.3 | 10.4 | 11.5 | 28.6 | 10.7 | 40.8 | 11.4 | 25.4 | 2.3 | 14.2 | 17.4 | 11.3 | 7.5 | 16.2 | 28.1 | 19.0 | 30.5 | 56.1 | 12.7 | 12.8 | 7.2 | 9.0 | 17.4 | 30.8 | 3.5 |
| Standard Deviation(%) | NA | 22.0 | 17.2 | 16.0 | 17.5 | 19.3 | NA | NA | 20.6 | 17.5 | 12.7 | 13.9 | 23.4 | 14.6 | 38.0 | 12.4 | 14.0 | 8.0 | 18.9 | 15.0 | 11.2 | 12.0 | 17.0 | 27.9 | 21.7 | 33.3 | 45.4 | 17.8 | 13.2 | 9.4 | 12.7 | 15.2 | 19.8 | 14.2 |
| Treynor Ratio | NA | 0.06 | 0.17 | 0.14 | 0.08 | 0.08 | NA | NA | 0.07 | 0.34 | 0.0 | 0.24 | -0.08 | 0.09 | 0.05 | 0.17 | -0.21 | 0.29 | 0.0 | -0.03 | -0.07 | 0.27 | 0.25 | -0.11 | 0.13 | 0.29 | -0.41 | 0.05 | 0.25 | 0.07 | 0.33 | 0.44 | -0.13 | 0.47 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.03 | 0.03 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | 0.04 | 0.02 | 0.01 | 0.09 |
| Beta | NA | 1.14 | 1.07 | 1.02 | 1.02 | 1.02 | NA | NA | 1.0 | 1.07 | 0.9 | 0.98 | 1.02 | 0.98 | 1.01 | 1.07 | 0.97 | 0.92 | 1.01 | 0.92 | 0.9 | 0.87 | 0.98 | 1.0 | 0.98 | 1.12 | 1.05 | 0.95 | 0.9 | 0.81 | 0.77 | 1.02 | 0.95 | 0.81 |
| RSquared | NA | 0.82 | 0.79 | 0.81 | 0.84 | 0.71 | NA | NA | 0.83 | 0.84 | 0.77 | 0.84 | 0.89 | 0.73 | 0.52 | 0.84 | 0.86 | 0.72 | 0.88 | 0.9 | 0.82 | 0.85 | 0.91 | 0.96 | 0.91 | 0.93 | 0.91 | 0.82 | 0.83 | 0.79 | 0.68 | 0.88 | 0.89 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 8.7 | 4.1 | 1.4 | 1.7 | 1.1 | 5.1 | 2.6 | 2.1 | 1.7 | 1.6 | 2.1 | 1.0 | 2.3 | 2.8 | 1.8 | 1.9 | 5.7 | 22.2 | 6.3 | 5.7 | 5.1 | 2.7 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 33.7 | 153.4 | 171.2 | -12.0 | 54.2 | -73.9 | 53.0 | 50.7 | 27.5 | -2.1 | -30.0 | 157.6 | -47.2 | -29.4 | 70.2 | 24.6 | -82.1 | -78.8 | 311.0 | 17.0 | 33.9 | 172.9 | 136.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2001
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