New Zealand markets closed

Causeway Emerging Markets Investor (CEMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.72+0.09 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.43%
5-year average return5.31%
Number of years up9
Number of years down7
Best 1-yr total return (27 Jun 2024)87.93%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return87.93%
Worst 3-yr total return-6.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCEMVXCategory
YTD13.03%8.73%
1-month2.73%1.20%
3-month7.53%5.47%
1-year27.70%41.79%
3-year-2.38%11.48%
5-year5.80%12.18%
10-year3.07%4.39%
Last bull market21.43%17.73%
Last bear market-13.06%-25.55%

Annual total return (%) history

Year
CEMVXCategory
2024
N/AN/A
2023
16.90%N/A
2022
-23.18%N/A
2021
-1.53%N/A
2020
16.72%17.90%
2019
16.39%19.25%
2018
-18.07%-16.07%
2017
39.47%34.17%
2016
8.88%8.47%
2015
-16.24%-13.79%
2014
1.83%-3.01%
2013
-2.78%-0.14%
2012
25.57%18.15%
2011
-18.24%-19.86%
2010
26.09%19.26%
2009
87.93%73.81%
2008
-58.52%-54.44%
2007
N/A36.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
20234.92%4.48%-0.41%7.08%
2022-7.98%-13.06%-10.60%7.41%
20214.87%3.52%-9.10%-0.21%
2020-23.08%16.29%9.34%19.35%
20198.51%0.40%-4.62%12.01%
20182.03%-10.71%-1.31%-8.88%
201714.26%4.47%8.88%7.32%
20163.93%1.00%8.09%-4.04%
20152.91%0.58%-16.93%-2.58%
20140.43%8.06%-2.59%-3.67%
20130.16%-9.61%6.55%0.79%
201215.79%-7.95%6.93%10.18%
20112.55%0.08%-24.40%5.38%
20102.23%-7.64%19.66%11.60%
20090.74%38.05%22.64%10.19%
2008-13.15%0.69%-31.53%-30.72%
200715.15%15.77%4.85%N/A

Rank in category (by total return)

YTD2
1-month16
3-month3
1-year4
3-year31
5-year29

Load adjusted returns

1-year27.70%
3-year-2.38%
5-year5.80%
10-year3.07%