CIVVX vs. OAKIX
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and Oakmark International Fund (OAKIX).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. OAKIX is managed by Oakmark. It was launched on Sep 29, 1992.
Performance
CIVVX vs. OAKIX - Performance Comparison
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CIVVX vs. OAKIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | -4.47% | 38.72% | 3.46% | 26.99% | -6.99% | 8.86% | 5.16% | 19.81% | -18.83% | 27.09% |
OAKIX Oakmark International Fund | -6.43% | 32.40% | -4.60% | 18.86% | -15.72% | 9.04% | 4.92% | 24.24% | -23.41% | 29.73% |
Returns By Period
In the year-to-date period, CIVVX achieves a -4.47% return, which is significantly higher than OAKIX's -6.43% return. Over the past 10 years, CIVVX has outperformed OAKIX with an annualized return of 9.33%, while OAKIX has yielded a comparatively lower 6.61% annualized return.
CIVVX
- 1D
- 2.77%
- 1M
- -10.15%
- YTD
- -4.47%
- 6M
- 1.70%
- 1Y
- 20.18%
- 3Y*
- 15.13%
- 5Y*
- 10.16%
- 10Y*
- 9.33%
OAKIX
- 1D
- 2.49%
- 1M
- -8.43%
- YTD
- -6.43%
- 6M
- -2.66%
- 1Y
- 14.75%
- 3Y*
- 7.24%
- 5Y*
- 3.21%
- 10Y*
- 6.61%
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CIVVX vs. OAKIX - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than OAKIX's 1.04% expense ratio.
Return for Risk
CIVVX vs. OAKIX — Risk / Return Rank
CIVVX
OAKIX
CIVVX vs. OAKIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and Oakmark International Fund (OAKIX). 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.
| CIVVX | OAKIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.85 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.27 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.90 | +0.15 |
Martin ratioReturn relative to average drawdown | 4.12 | 3.42 | +0.70 |
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
| CIVVX | OAKIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.85 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.17 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.31 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between CIVVX and OAKIX is 0.90, 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
CIVVX vs. OAKIX - Dividend Comparison
CIVVX's dividend yield for the trailing twelve months is around 10.04%, more than OAKIX's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 10.04% | 9.59% | 9.07% | 3.39% | 1.54% | 1.60% | 1.11% | 4.41% | 3.31% | 1.73% | 1.69% | 1.70% |
OAKIX Oakmark International Fund | 1.97% | 1.84% | 2.46% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.15% | 3.04% | 1.48% | 5.06% |
Drawdowns
CIVVX vs. OAKIX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -61.07%, smaller than the maximum OAKIX drawdown of -65.18%. Use the drawdown chart below to compare losses from any high point for CIVVX and OAKIX.
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Drawdown Indicators
| CIVVX | OAKIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.07% | -65.18% | +4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -14.35% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | -38.00% | +9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -45.13% | -53.05% | +7.92% |
Current DrawdownCurrent decline from peak | -13.03% | -11.65% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -11.74% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.79% | +0.36% |
Volatility
CIVVX vs. OAKIX - Volatility Comparison
Causeway International Value Fund (CIVVX) has a higher volatility of 8.44% compared to Oakmark International Fund (OAKIX) at 6.52%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIVVX | OAKIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 6.52% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 10.47% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.90% | 17.63% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 19.08% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 21.34% | -2.10% |