CIVIX

Causeway International Value Fund Institutional Class

$24.67−0.05 (−0.20%)Close Nov 12, 2026

Oct 26, 2001 – Nov 12, 2026, Dividends reinvested

Final balance: $72,738
CAGR: +8.24%
Max drawdown: −60.92%
Sharpe ratio: 0.49

Growth of $10,000

Trailing returns (%)

CIVIX's average annual return was 10.21% over the last 10 years and 5.98% over the last 20 years, through Nov 12, 2026. $10,000 in CIVIX on Nov 11, 2016 grew to $26,440 by Nov 12, 2026, with dividends reinvested.

	Total	Per year
CIVIX	+2.71	−6.66	+2.49	+4.98	+9.35	+18.40	+12.16	+10.21	+8.85	+5.98	+8.22	+8.24

Total

1M: +2.71%
3M: −6.66%
6M: +2.49%
YTD: +4.98%
1Y: +9.35%

Per year

3Y: +18.40%
5Y: +12.16%
10Y: +10.21%
15Y: +8.85%
20Y: +5.98%
25Y: +8.22%
Since 2001: +8.24%

Annual returns

2001 from Oct 26 · 2026 through Nov 12

CIVIX returns by year

Year	Return
2026 through Nov 12	+4.98%
2025	+39.13%
2024	+3.73%
2023	+27.29%
2022	−6.77%
2021	+9.12%
2020	+5.41%
2019	+20.11%
2018	−18.62%
2017	+27.20%
2016	+0.43%
2015	−2.93%
2014	−6.18%
2013	+24.19%
2012	+24.53%
2011	−10.51%
2010	+12.72%
2009	+32.31%
2008	−41.90%
2007	+7.89%
2006	+26.09%
2005	+8.12%
2004	+26.56%
2003	+45.86%
2002	−10.89%
2001 from Oct 26	+6.60%

Metrics

Since 2001

Volatility	20.47%
Sortino ratio	0.69
Calmar ratio	0.14
Best year, 2003	+45.86%
Worst year, 2008	−41.90%
Positive years	17 of 24
Longest drawdown	6 years

Worst drawdowns

Since 2001

Decline	Peak	Bottom	Recovered	Length
−60.9%	Jul 2007	Mar 2009	Jul 2013	6 years
−44.9%	Jan 2018	Mar 2020	Jan 2021	2.9 years
−31.8%	May 2002	Mar 2003	Sep 2003	1.3 years
−28.5%	Feb 2022	Sep 2022	Mar 2023	1.1 years
−25.2%	Apr 2015	Feb 2016	May 2017	2.1 years