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Causeway International Opps Inst (CIOIX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.27% |
| 5y Average Return | 7.76% |
| Number of Years Up | 9 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 6, 2024) | 29.57% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 29.57% |
| Worst 3Y Total Return | -2.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIOIX
Category
- YTD
- 11.32%
- 11.56%
- 1-Month
- -4.42%
- -2.20%
- 3-Month
- 0.06%
- 4.11%
- 1-Year
- 26.32%
- 35.63%
- 3-Year
- 6.98%
- 5.74%
- 5-Year
- 8.22%
- 8.25%
- 10-Year
- 5.23%
- 4.29%
- Last Bull Market
- 18.46%
- 13.65%
- Last Bear Market
- -10.35%
- -23.43%
Annual Total Return (%) History
Year
CIOIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.39% | 3.47% | 7.83% | -- |
| 2023 | 11.81% | 4.69% | -2.24% | 9.04% |
| 2022 | -5.87% | -10.35% | -11.23% | 18.73% |
| 2021 | 6.37% | 2.76% | -2.37% | -0.10% |
| 2020 | -30.74% | 19.98% | 2.89% | 23.32% |
| 2019 | 10.29% | 1.25% | -2.40% | 11.67% |
| 2018 | -2.06% | -3.92% | -0.07% | -13.23% |
| 2017 | 8.84% | 5.15% | 7.12% | 5.69% |
| 2016 | -2.75% | -1.94% | 6.76% | 0.19% |
| 2015 | 3.97% | 0.84% | -12.57% | 2.43% |
| 2014 | 0.15% | 3.23% | -3.13% | -3.82% |
| 2013 | 1.11% | -0.17% | 10.91% | 5.24% |
| 2012 | 15.50% | -7.12% | 8.15% | 7.38% |
| 2011 | 5.02% | 1.34% | -22.60% | 6.11% |
| 2010 | 3.30% | -12.29% | 17.77% | 8.16% |
Rank in Category (By Total Return)
| YTD | 10 |
| 1-Month | 43 |
| 3-Month | 27 |
| 1-Year | 8 |
| 3-Year | 18 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | 26.32% |
| 3-Year | 6.98% |
| 5-Year | 8.22% |
| 10-Year | 5.23% |
Performance & Risk
| YTD Return | 12.27% |
| 5y Average Return | 7.76% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Value |
| Fund Family | Causeway |
| Net Assets | 279.67M |
| YTD Return | 11.32% |
| Yield | 2.28% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2009 |
Fund Summary
The fund invests primarily in companies both in developed markets - excluding the United States (the "international value portfolio") - and in emerging markets (the "emerging markets portfolio"). Normally, it will invest in companies in at least ten foreign countries. The percentage of the fund’s total assets in emerging markets investments is not expected to be greater than the weight of emerging markets in the ACWI ex USA Index multiplied by two, and can be as low as zero.
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