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Congress Mid Cap Growth Fd Retail Cl: (MF: CMIDX)
(NASDAQ Mutual Funds) As of Jun 28, 2024 08:00 PM ET
$24.54 USD
-0.01 (-0.04%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.92 | 88 |
| 3 months | -2.18 | 88 |
| 6 months | 10.45 | 83 |
| 1 Year | 15.11 | 90 |
| 3 Year | 0.33 | 85 |
| 5 Year | 11.52 | 61 |
| 10 Year | 10.51 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 17.97 |
| 5 Year | 12.10 |
| 10 Year | 10.91 |
| Since Inception | 12.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.86 | NA | NA | NA |
| 2023 | 6.86 | 4.46 | -6.06 | 10.43 |
| 2022 | -13.19 | -17.55 | -4.73 | 6.98 |
| 2021 | 7.38 | 7.78 | 3.93 | 7.44 |
| 2020 | -19.98 | 25.88 | 10.07 | 17.49 |
| 2019 | 17.30 | 4.50 | 0.33 | 9.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.92 | 15.80 | -27.05 | 29.25 | 30.27 | 34.09 | -5.21 | 15.58 | 13.08 | -0.15 | 11.21 |
| % Total Return Rel to Index | -8.38 | -10.44 | -8.85 | 0.57 | 11.87 | 2.60 | -0.82 | -6.21 | 1.14 | -1.54 | -2.42 |
| % Total Return Rel to Peer | -5.67 | -7.19 | -7.35 | 7.19 | 10.35 | 5.67 | 1.64 | -5.09 | 5.26 | 1.44 | 3.01 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.64 | 0.00 |
| Capital Gains ($) | 0.00 | 1.54 | 1.30 | 4.00 | 0.58 | 1.19 | 0.52 | 0.00 | 0.15 | 0.00 | 0.55 |
| Expense Ratio | 0.00 | 1.04 | 1.03 | 1.04 | 1.05 | 1.08 | 1.08 | 1.03 | 1.00 | 1.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%