CIVIX vs. FSOSX
Compare and contrast key facts about Causeway International Value Instl (CIVIX) and Fidelity Series Overseas Fund (FSOSX).
CIVIX is a passively managed fund by Causeway that tracks the performance of the MSCI AC World ex USA Value (Net). It was launched on Oct 26, 2001. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
CIVIX vs. FSOSX - Performance Comparison
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CIVIX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CIVIX Causeway International Value Instl | -7.02% | 39.13% | 3.73% | 27.29% | -6.77% | 9.12% | 5.41% | 8.83% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, CIVIX achieves a -7.02% return, which is significantly lower than FSOSX's -5.69% return.
CIVIX
- 1D
- 0.78%
- 1M
- -15.11%
- YTD
- -7.02%
- 6M
- 0.62%
- 1Y
- 17.46%
- 3Y*
- 14.39%
- 5Y*
- 10.21%
- 10Y*
- 9.29%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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CIVIX vs. FSOSX - Expense Ratio Comparison
CIVIX has a 0.85% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
CIVIX vs. FSOSX — Risk / Return Rank
CIVIX
FSOSX
CIVIX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Instl (CIVIX) and Fidelity Series Overseas Fund (FSOSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CIVIX | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.34 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.58 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.08 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.40 | +0.50 |
Martin ratioReturn relative to average drawdown | 3.49 | 1.51 | +1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIVIX | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.34 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.34 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.43 | -0.05 |
Correlation
The correlation between CIVIX and FSOSX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CIVIX vs. FSOSX - Dividend Comparison
CIVIX's dividend yield for the trailing twelve months is around 10.45%, more than FSOSX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVIX Causeway International Value Instl | 10.45% | 9.72% | 9.25% | 3.61% | 1.78% | 1.82% | 1.37% | 4.63% | 3.55% | 1.83% | 1.96% | 1.95% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIVIX vs. FSOSX - Drawdown Comparison
The maximum CIVIX drawdown since its inception was -60.93%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for CIVIX and FSOSX.
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Drawdown Indicators
| CIVIX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.93% | -35.36% | -25.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.39% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -28.51% | -35.36% | +6.85% |
Max Drawdown (10Y)Largest decline over 10 years | -44.87% | — | — |
Current DrawdownCurrent decline from peak | -15.38% | -11.89% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -11.02% | -7.90% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.31% | +0.90% |
Volatility
CIVIX vs. FSOSX - Volatility Comparison
Causeway International Value Instl (CIVIX) and Fidelity Series Overseas Fund (FSOSX) have volatilities of 8.07% and 8.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIVIX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 8.28% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 11.94% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 18.25% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 17.35% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.26% | 18.93% | +0.33% |