Causeway Global Value Fund Manager Performance Evaluation
| CGVIX Fund | USD 16.16 0.10 0.62% |
The fund shows a Beta (market volatility) of 0.98, which signifies possible diversification benefits within a given portfolio. Causeway Global returns are very sensitive to returns on the market. As the market goes up or down, Causeway Global is expected to follow.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Causeway Global Value are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Causeway Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 27th of January 2026 | |
| Expense Ratio | 0.8500 |
Causeway |
Causeway Global Relative Risk vs. Return Landscape
If you would invest 1,254 in Causeway Global Value on November 19, 2025 and sell it today you would earn a total of 362.00 from holding Causeway Global Value or generate 28.87% return on investment over 90 days. Causeway Global Value is currently producing 0.4361% returns and takes up 1.6384% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Causeway, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Causeway Global Current Valuation
Undervalued
Today
Please note that Causeway Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Causeway Global Value shows a prevailing Real Value of $17.07 per share. The current price of the fund is $16.16. We determine the value of Causeway Global Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Causeway Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Causeway Mutual Fund. However, Causeway Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.16 | Real 17.07 | Hype 16.16 |
The intrinsic value of Causeway Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Causeway Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Causeway Global Value helps investors to forecast how Causeway mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Causeway Global more accurately as focusing exclusively on Causeway Global's fundamentals will not take into account other important factors: Causeway Global Target Price Odds to finish over Current Price
The tendency of Causeway Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.16 | 90 days | 16.16 | about 10.46 |
Based on a normal probability distribution, the odds of Causeway Global to move above the current price in 90 days from now is about 10.46 (This Causeway Global Value probability density function shows the probability of Causeway Mutual Fund to fall within a particular range of prices over 90 days) .
Causeway Global Price Density |
| Price |
Predictive Modules for Causeway Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Causeway Global Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Causeway Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Causeway Global is not an exception. The market had few large corrections towards the Causeway Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Causeway Global Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Causeway Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.28 | |
β | Beta against Dow Jones | 0.98 | |
σ | Overall volatility | 1.29 | |
Ir | Information ratio | 0.17 |
Causeway Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Causeway Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Causeway Global Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 97.04% of its assets under management (AUM) in equities |
Causeway Global Fundamentals Growth
Causeway Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Causeway Global, and Causeway Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Causeway Mutual Fund performance.
| Price To Earning | 14.30 X | ||||
| Price To Book | 1.40 X | ||||
| Price To Sales | 1.07 X | ||||
| Total Asset | 248.58 M | ||||
About Causeway Global Performance
Evaluating Causeway Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Causeway Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Causeway Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of companies in developed countries outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 25 percent of its total assets in companies in emerging markets. It will invest at least 40 percent of its total assets in a number of countries outside the U.S.Things to note about Causeway Global Value performance evaluation
Checking the ongoing alerts about Causeway Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Causeway Global Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.04% of its assets under management (AUM) in equities |
- Analyzing Causeway Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Causeway Global's stock is overvalued or undervalued compared to its peers.
- Examining Causeway Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Causeway Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Causeway Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Causeway Global's mutual fund. These opinions can provide insight into Causeway Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Causeway Mutual Fund
Causeway Global financial ratios help investors to determine whether Causeway Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Causeway with respect to the benefits of owning Causeway Global security.
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