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Causeway International Opps Inv (CIOVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.91+0.07 (+0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.88%
5-Year Average Return7.71%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)29.38%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.38%
Worst 3-Yr Total Return-2.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCIOVXCategory
YTD9.61%11.56%
1-Month5.42%-2.20%
3-Month8.43%4.11%
1-Year22.83%35.63%
3-Year4.72%5.74%
5-Year9.20%8.25%
10-Year4.39%4.29%
Last Bull Market18.28%13.65%
Last Bear Market-10.44%-23.43%

Annual Total Return (%) History

Year
CIOVXCategory
2024
N/AN/A
2023
24.42%N/A
2022
-11.26%N/A
2021
6.35%N/A
2020
5.20%0.88%
2019
21.40%17.80%
2018
-18.61%-15.44%
2017
29.38%22.08%
2016
1.70%3.34%
2015
-6.35%-3.10%
2014
-3.98%-6.32%
2013
17.48%20.81%
2012
24.38%16.21%
2011
-12.76%-12.77%
2010
15.06%7.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.29%N/AN/AN/A
202311.73%4.59%-2.26%8.93%
2022-5.92%-10.44%-11.25%18.66%
20216.28%2.72%-2.39%-0.20%
2020-30.79%19.92%2.83%23.28%
201910.17%1.26%-2.42%11.51%
2018-2.14%-3.95%-0.15%-13.28%
20178.90%5.02%7.09%5.64%
2016-2.85%-1.96%6.71%0.06%
20153.91%0.77%-12.64%2.39%
20140.07%3.17%-3.21%-3.91%
20130.94%-0.17%10.86%5.16%
201215.42%-7.22%8.17%7.37%
20115.03%1.26%-22.66%6.05%
20103.30%-12.49%17.81%8.04%

Rank In Category (By Total Return)

YTD23
1-Month23
3-Month25
1-Year32
3-Year38
5-Year28

Load Adjusted Returns

1-Year22.83%
3-Year4.72%
5-Year9.20%
10-Year4.39%