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Congress Large Cap Growth Fund Retail Class: (MF: CAMLX)
(NASDAQ Mutual Funds) As of Jul 22, 2024 08:00 PM ET
$47.38 USD
+0.67 (1.43%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.38 | 28 |
| 3 months | 5.10 | 18 |
| 6 months | 15.38 | 28 |
| 1 Year | 27.56 | 21 |
| 3 Year | 8.55 | 22 |
| 5 Year | 15.70 | 16 |
| 10 Year | 13.35 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.55 |
| 5 Year | 15.69 |
| 10 Year | 13.35 |
| Since Inception | 14.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.78 | 5.10 | NA | NA |
| 2023 | 6.46 | 12.11 | -1.39 | 12.10 |
| 2022 | -10.59 | -17.61 | -4.74 | 6.86 |
| 2021 | 1.31 | 10.58 | 0.73 | 11.21 |
| 2020 | -12.75 | 26.13 | 10.09 | 8.44 |
| 2019 | 16.40 | 5.02 | 2.70 | 7.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.38 | 31.95 | -25.01 | 25.52 | 31.37 | 34.62 | -0.11 | 25.24 | 4.45 | 1.77 | 8.49 |
| % Total Return Rel to Index | 0.08 | 5.70 | -6.81 | -3.15 | 12.97 | 3.13 | 4.27 | 3.45 | -7.47 | 0.38 | -5.15 |
| % Total Return Rel to Peer | 4.72 | 8.95 | -5.31 | 3.46 | 11.46 | 6.19 | 6.74 | 4.56 | -3.36 | 3.37 | 0.28 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.08 | 0.10 | 0.00 | 0.01 | 0.07 | 0.14 | 0.02 | 0.11 | 0.08 | 0.02 |
| % Yield | 0.00 | 0.19 | 0.30 | 0.00 | 0.03 | 0.21 | 0.50 | 0.10 | 0.50 | 0.36 | 0.12 |
| Capital Gains ($) | 0.00 | 1.27 | 1.13 | 4.49 | 3.20 | 2.32 | 1.47 | 0.38 | 0.08 | 0.57 | 1.40 |
| Expense Ratio | 0.00 | 0.94 | 0.94 | 0.93 | 0.95 | 0.96 | 0.99 | 0.94 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%