Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVVX (CAUSEWAY GLOBAL VALUE FUND INVESTOR CLASS) | 1.26% | 21.28% | 19.12% | 10.85% | 11.16% | 9.52% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVVX (CAUSEWAY GLOBAL VALUE FUND INVESTOR CLASS) | 02/02/2011 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 21.28 | 19.12 | 10.85 | 11.16 | 9.52 | NA | … | … | 1.26 | 33.63 | 12.61 | 29.39 | -12.27 | 13.08 | 7.17 | 21.11 | -11.33 | 19.66 | 7.44 | -6.56 | 5.42 | 29.01 | 16.17 | -9.09 |
| Sharpe Ratio | NA | 1.39 | 1.05 | 0.48 | 0.47 | NA | NA | … | … | 0.12 | 1.68 | 0.71 | 1.87 | -0.56 | 0.89 | 0.17 | 1.54 | -0.88 | 2.54 | 0.42 | -0.44 | 0.51 | 2.70 | 1.09 | -0.37 |
| Standard Deviation(%) | NA | 15.84 | 15.75 | 17.62 | 19.94 | NA | NA | … | … | 19.69 | 18.37 | 12.58 | 13.88 | 24.44 | 14.62 | 41.49 | 12.75 | 14.49 | 7.53 | 17.29 | 14.90 | 10.56 | 10.74 | 14.85 | 26.70 |
| Draw Down(%) | NA | 15.04 | 17.89 | 30.38 | 44.32 | NA | NA | … | … | 15.04 | 17.89 | 7.63 | 11.56 | 29.37 | 8.37 | 44.32 | 10.71 | 20.33 | 4.50 | 14.01 | 16.15 | 8.72 | 6.10 | 15.47 | 25.60 |
| Yield(%) | 0.00 | 10.67 | 12.70 | 7.66 | 8.08 | 7.60 | 5.66 | … | … | 0.00 | 11.94 | 22.26 | 2.77 | 0.55 | 0.55 | 1.28 | 5.42 | 13.57 | 8.85 | 1.30 | 2.69 | 10.05 | 5.59 | 1.57 | 0.90 |
Data as of 06/10/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVVX (CAUSEWAY GLOBAL VALUE FUND INVESTOR CLASS) |
-7.47%
Mar 2017 – Mar 2020 |
-3.46%
Mar 2015 – Mar 2020 |
4.76%
Sep 2012 – Sep 2022 |
8.86%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVVX (CAUSEWAY GLOBAL VALUE FUND INVESTOR CLASS) |
29.75%
Sep 2022 – Sep 2025 |
19.75%
Mar 2020 – Mar 2025 |
12.71%
Feb 2016 – Feb 2026 |
9.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart