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Causeway Global Value Inst (CGVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.82-0.09 (-0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.55%
5-year average return11.20%
Number of years up11
Number of years down4
Best 1-yr total return (24 June 2024)40.14%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return40.14%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGVIXCategory
YTD8.42%14.38%
1-month5.14%-1.21%
3-month7.17%5.03%
1-year24.50%39.50%
3-year7.46%9.11%
5-year12.58%10.10%
10-year7.11%7.90%
Last bull market23.49%15.53%
Last bear market-13.62%-17.52%

Annual total return (%) history

Year
CGVIXCategory
2024
N/AN/A
2023
29.83%N/A
2022
-12.05%N/A
2021
16.33%N/A
2020
7.38%2.50%
2019
21.24%20.73%
2018
-11.15%-10.41%
2017
17.93%18.90%
2016
7.70%9.24%
2015
-6.31%-3.06%
2014
5.36%3.61%
2013
29.19%25.36%
2012
16.52%14.28%
2011
-1.31%-3.44%
2010
18.48%11.90%
2009
40.14%29.76%
2008
N/A-36.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.88%N/AN/AN/A
202313.25%4.96%-2.79%12.36%
2022-5.77%-13.62%-10.34%20.51%
202110.47%2.86%0.56%1.81%
2020-34.99%21.76%1.21%34.03%
201910.62%0.40%-1.69%11.05%
2018-3.07%2.14%6.21%-15.50%
20175.42%2.53%4.17%4.75%
2016-1.86%0.60%6.13%2.78%
20150.00%0.44%-9.44%3.01%
20142.87%3.12%-0.56%-0.12%
20134.47%3.88%10.82%7.41%
201215.16%-6.63%5.33%2.89%
20119.55%0.96%-19.26%10.52%
20107.10%-13.27%18.09%8.00%
2009-14.20%25.39%25.18%4.07%
2008-15.39%-28.02%N/AN/A

Rank in category (by total return)

YTD33
1-month4
3-month13
1-year26
3-year12
5-year9

Load adjusted returns

1-year24.50%
3-year7.46%
5-year12.58%
10-year7.11%