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Congress Small Cap Growth Fund - Retail Class: (MF: CSMVX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 04:42 PM ET
$46.08 USD
+1.80 (4.07%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.06 | 50 |
| 3 months | -3.78 | 97 |
| 6 months | 5.12 | 81 |
| 1 Year | 8.07 | 50 |
| 3 Year | 15.35 | 15 |
| 5 Year | 9.46 | 22 |
| 10 Year | 13.28 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.66 |
| Bear Market (10/07 - 2/09) | -50.94 |
| Bull Market (2/09 - 3/21) | 966.46 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 8.06 |
| 5 Year | 9.45 |
| 10 Year | 13.28 |
| Since Inception | 11.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.97 | 12.92 | 9.26 | -3.78 |
| 2024 | 5.05 | 3.06 | 9.47 | -0.15 |
| 2023 | 11.39 | 6.78 | -5.01 | 6.18 |
| 2022 | -11.88 | -16.06 | -3.39 | 3.03 |
| 2021 | 11.17 | 9.80 | 4.31 | 9.19 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.06 | 18.36 | 19.97 | -26.38 | 39.04 | 38.89 | 24.67 | 2.14 | 22.05 | 2.67 |
| % Total Return Rel to Index | -10.15 | -6.65 | -6.26 | -8.17 | 10.36 | 20.49 | -6.81 | 6.53 | 0.25 | -9.26 |
| % Total Return Rel to Peer | 0.76 | 6.44 | 3.90 | -6.86 | 19.73 | 19.89 | -0.75 | 12.91 | 6.45 | -13.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 1.14 | 0.00 | 0.00 | 0.00 | 6.81 | 2.57 | 2.27 | 2.45 | 3.00 | 0.00 |
| Expense Ratio | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.21 | 1.33 | 1.53 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%