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Causeway International Value Instl (CIVIX)
At close: 8:01 PM EST
Fund Summary
The fund invests primarily in common stocks of companies in developed countries outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies in a number of foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 15% of its total assets in companies in emerging (less developed) markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 7.11% |
| 5y Average Return | 8.68% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CIVIX | Category Average | CIVIX | Category Average | CIVIX | Category Average | |
| Alpha | 6.72 | -0.04 | 3.35 | -0.03 | 0.76 | -0.01 |
| BETA | 1.05 | 0.01 | 1.23 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.8 | 0.01 | 0.96 | 0.01 | 0.6 | 0 |
| R-squared | 83.64 | 0.92 | 84.57 | 0.91 | 84.1 | 0.9 |
| Standard Deviation | 19.06 | 0.2 | 23.23 | 0.17 | 18.72 | 0.16 |
| Sharpe Ratio | 0.3 | 0 | 0.39 | 0 | 0.29 | 0 |
| Treynor Ratio | 3.92 | 0.04 | 5.49 | 0.07 | 3.31 | 0.04 |
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