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Causeway International Value Inv (CIVVX)

20.21 +0.15 (+0.75%)
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 32.01%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 7

Performance & Risk

YTD Return 6.85%
5y Average Return 8.40%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CIVVXCategory AverageCIVVXCategory AverageCIVVXCategory Average
Alpha 6.48 -0.04 3.11 -0.03 0.53 -0.01
BETA 1.05 0.01 1.23 0.01 1.14 0.01
Mean Annual Return 0.78 0.01 0.94 0.01 0.58 0
R-squared 83.83 0.92 84.6 0.91 84.09 0.9
Standard Deviation 19.03 0.2 23.22 0.17 18.72 0.16
Sharpe Ratio 0.29 0 0.38 0 0.28 0
Treynor Ratio 3.68 0.04 5.28 0.07 3.1 0.04

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