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Congress Small Cap Growth Fund - Retail Class: (MF: CSMVX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$37.68 USD
-0.18 (-0.48%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.28 | 10 |
| 3 months | 3.06 | 1 |
| 6 months | 8.28 | 10 |
| 1 Year | 9.22 | 59 |
| 3 Year | 2.90 | 22 |
| 5 Year | 13.81 | 3 |
| 10 Year | 11.26 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.66 |
| Bear Market (10/07 - 2/09) | -50.93 |
| Bull Market (2/09 - 3/21) | 802.75 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.22 |
| 5 Year | 13.81 |
| 10 Year | 11.26 |
| Since Inception | 11.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.05 | 3.06 | NA | NA |
| 2023 | 11.39 | 6.78 | -5.01 | 6.18 |
| 2022 | -11.88 | -16.06 | -3.39 | 3.03 |
| 2021 | 11.17 | 9.80 | 4.31 | 9.19 |
| 2020 | -18.67 | 26.81 | 7.06 | 25.79 |
| 2019 | 14.36 | 5.44 | -2.74 | 6.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.28 | 19.97 | -26.38 | 39.04 | 38.89 | 24.67 | 2.14 | 22.05 | 2.67 | 0.51 | -1.06 |
| % Total Return Rel to Index | -7.02 | -6.26 | -8.17 | 10.36 | 20.49 | -6.81 | 6.53 | 0.25 | -9.26 | -0.87 | -14.71 |
| % Total Return Rel to Peer | 5.05 | 3.90 | -6.86 | 19.73 | 19.89 | -0.75 | 12.91 | 6.45 | -13.27 | 5.23 | -3.74 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 6.81 | 2.57 | 2.27 | 2.45 | 3.00 | 0.00 | 6.34 | 5.16 |
| Expense Ratio | 0.00 | 1.25 | 1.25 | 1.25 | 1.25 | 1.21 | 1.33 | 1.53 | 1.46 | 1.42 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%