Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIOVX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) | 7.76% | 24.69% | 20.10% | 10.65% | 10.17% | 7.16% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIOVX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) | 01/05/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.06 | 24.69 | 20.10 | 10.65 | 10.17 | 7.16 | NA | … | … | 7.76 | 36.68 | 8.35 | 24.39 | -11.28 | 6.38 | 5.21 | 21.39 | -18.61 | 29.38 | 1.70 | -6.34 | -3.91 | 17.39 | 24.38 | -12.76 | 12.36 |
| Sharpe Ratio | NA | 1.53 | 1.17 | 0.51 | 0.46 | NA | NA | … | … | 0.95 | 2.08 | 0.39 | 1.64 | -0.59 | 0.46 | 0.14 | 1.65 | -1.39 | 3.64 | 0.08 | -0.42 | -0.37 | 1.50 | 1.51 | -0.48 | 0.59 |
| Standard Deviation(%) | NA | 16.26 | 15.07 | 16.31 | 18.22 | NA | NA | … | … | 21.07 | 16.36 | 12.13 | 12.73 | 21.54 | 13.81 | 35.71 | 12.09 | 14.43 | 7.92 | 18.39 | 15.01 | 10.75 | 11.58 | 16.20 | 26.70 | 20.91 |
| Draw Down(%) | NA | 14.92 | 16.43 | 30.18 | 43.70 | NA | NA | … | … | 14.92 | 16.43 | 8.74 | 10.90 | 29.10 | 11.26 | 39.62 | 10.14 | 25.95 | 2.50 | 13.39 | 19.37 | 10.51 | 9.13 | 15.86 | 28.46 | 18.21 |
| Yield(%) | 0.00 | 9.27 | 8.12 | 5.15 | 4.90 | 3.89 | 3.44 | … | … | 0.00 | 10.98 | 9.81 | 3.02 | 2.15 | 1.45 | 1.23 | 2.79 | 1.99 | 1.68 | 3.74 | 1.34 | 3.70 | 1.43 | 2.44 | 2.44 | 1.67 |
Data as of 06/10/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIOVX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) |
-6.69%
Mar 2017 – Mar 2020 |
-4.10%
Mar 2015 – Mar 2020 |
1.40%
Mar 2010 – Mar 2020 |
5.99%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIOVX (CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) |
26.86%
Sep 2022 – Sep 2025 |
15.98%
Oct 2020 – Oct 2025 |
11.20%
Feb 2016 – Feb 2026 |
7.72%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart