Nasdaq - Delayed Quote • USD
Causeway Emerging Markets Instl (CEMIX)
At close: April 26 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.49% |
| 5y Average Return | 4.11% |
| Number of Years Up | 9 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 26, 2024) | 88.10% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 88.10% |
| Worst 3Y Total Return | -5.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CEMIX
Category
- YTD
- 7.74%
- 8.73%
- 1-Month
- 2.42%
- 1.20%
- 3-Month
- 7.74%
- 5.47%
- 1-Year
- 20.27%
- 41.79%
- 3-Year
- -2.96%
- 11.48%
- 5-Year
- 3.82%
- 12.18%
- 10-Year
- 3.42%
- 4.39%
- Last Bull Market
- 21.39%
- 17.73%
- Last Bear Market
- -13.03%
- -25.55%
Annual Total Return (%) History
Year
CEMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.74% | -- | -- | -- |
| 2023 | 5.00% | 4.55% | -0.31% | 7.11% |
| 2022 | -7.84% | -13.03% | -10.51% | 7.32% |
| 2021 | 4.99% | 3.61% | -9.11% | -0.17% |
| 2020 | -23.01% | 16.33% | 9.33% | 19.41% |
| 2019 | 8.60% | 0.40% | -4.51% | 12.11% |
| 2018 | 2.12% | -10.64% | -1.24% | -8.91% |
| 2017 | 14.27% | 4.50% | 9.02% | 7.36% |
| 2016 | 4.07% | 1.00% | 8.14% | -3.93% |
| 2015 | 3.02% | 0.59% | -16.81% | -2.62% |
| 2014 | 0.52% | 8.03% | -2.45% | -3.65% |
| 2013 | 0.17% | -9.60% | 6.68% | 0.86% |
| 2012 | 15.80% | -7.92% | 6.98% | 10.29% |
| 2011 | 2.48% | 0.24% | -24.46% | 5.52% |
| 2010 | 2.25% | -7.59% | 19.68% | 11.68% |
| 2009 | 0.75% | 38.15% | 22.65% | 10.19% |
| 2008 | -13.11% | 0.69% | -31.44% | -30.73% |
| 2007 | 14.84% | 15.81% | 4.86% | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 40 |
| 3-Month | 3 |
| 1-Year | 8 |
| 3-Year | 40 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 20.27% |
| 3-Year | -2.96% |
| 5-Year | 3.82% |
| 10-Year | 3.42% |
Performance & Risk
| YTD Return | 10.49% |
| 5y Average Return | 4.11% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Causeway |
| Net Assets | 1.54B |
| YTD Return | 7.74% |
| Yield | 4.50% |
| Morningstar Rating | |
| Inception Date | Mar 29, 2007 |
Fund Summary
The fund normally invests at least 80% of its total assets in equity securities of companies in emerging (less developed) markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. It may invest up to 10% of total fund assets in companies in less developed emerging markets not included in the EM Index.
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