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Causeway International Opps Inst (CIOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.17-0.23 (-1.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.15%
5-year average return9.34%
Number of years up9
Number of years down5
Best 1-yr total return (28 May 2024)29.57%
Worst 1-yr total return (28 May 2024)N/A
Best 3-yr total return29.57%
Worst 3-yr total return-2.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIOIXCategory
YTD4.07%11.56%
1-month-0.30%-2.20%
3-month5.54%4.11%
1-year12.19%35.63%
3-year4.38%5.74%
5-year6.89%8.25%
10-year4.31%4.29%
Last bull market18.46%13.65%
Last bear market-10.35%-23.43%

Annual total return (%) history

Year
CIOIXCategory
2024
N/AN/A
2023
24.77%N/A
2022
-11.07%N/A
2021
6.62%N/A
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
20244.39%N/AN/AN/A
202311.81%4.69%-2.24%9.04%
2022-5.87%-10.35%-11.23%18.73%
20216.37%2.76%-2.37%-0.10%
2020-30.74%19.98%2.89%23.32%
201910.29%1.25%-2.40%11.67%
2018-2.06%-3.92%-0.07%-13.23%
20178.84%5.15%7.12%5.69%
2016-2.75%-1.94%6.76%0.19%
20153.97%0.84%-12.57%2.43%
20140.15%3.23%-3.13%-3.82%
20131.11%-0.17%10.91%5.24%
201215.50%-7.12%8.15%7.38%
20115.02%1.34%-22.60%6.11%
20103.30%-12.29%17.77%8.16%

Rank in category (by total return)

YTD26
1-month8
3-month21
1-year31
3-year40
5-year29

Load adjusted returns

1-year12.19%
3-year4.38%
5-year6.89%
10-year4.31%