Nasdaq - Delayed Quote USD

Causeway International Opps Inst (CIOIX)

17.28
+0.19
+(1.11%)
At close: 8:00:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.12%
5y Average Return 15.19%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (May 7, 2025) 29.57%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 29.57%
Worst 3Y Total Return -2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIOIX
Category
YTD
9.02%
11.56%
1-Month
1.14%
-2.20%
3-Month
5.35%
4.11%
1-Year
13.78%
35.63%
3-Year
13.67%
5.74%
5-Year
14.27%
8.25%
10-Year
5.28%
4.29%
Last Bull Market
5.38%
13.65%
Last Bear Market
-10.35%
-23.43%

Annual Total Return (%) History

Year
CIOIX
Category
2025
--
--
2024
8.61%
--
2023
24.77%
--
2022
-11.07%
--
2021
6.62%
--
2020
5.44%
0.88%
2019
21.71%
17.80%
2018
-18.41%
-15.44%

2017
29.57%
22.08%
2016
1.99%
3.34%
2015
-6.11%
-3.10%
2014
-3.68%
-6.32%
2013
17.82%
20.81%
2012
24.59%
16.21%
2011
-12.59%
-12.77%
2010
15.41%
7.48%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 7.80% -- -- --
2024 4.39% 3.47% 7.83% -6.75%
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 90
1-Month 95
3-Month 87
1-Year 69
3-Year 10
5-Year 28

Load Adjusted Returns

1-Year 13.78%
3-Year 13.67%
5-Year 14.27%
10-Year 5.28%

Performance & Risk

YTD Return 10.12%
5y Average Return 15.19%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Causeway
Net Assets 320.22M
YTD Return 9.02%
Yield 3.04%
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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