CIVVX vs. VTWAX

In the year-to-date period, CIVVX achieves a 14.99% return, which is significantly higher than VTWAX's 5.63% return.

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CIVVX has a 1.10% expense ratio, which is higher than VTWAX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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.

The current CIVVX Sharpe Ratio is 0.15, which is lower than the VTWAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of CIVVX and VTWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIVVX's dividend yield for the trailing twelve months is around 1.66%, less than VTWAX's 1.80% yield.

The maximum CIVVX drawdown since its inception was -70.48%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for CIVVX and VTWAX. For additional features, visit the drawdowns tool.

The current volatility for Causeway International Value Fund (CIVVX) is 3.70%, while Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a volatility of 4.09%. This indicates that CIVVX experiences smaller price fluctuations and is considered to be less risky than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.