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Congress Mid Cap Growth Fd Inst Cl: (MF: IMIDX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$25.15 USD
+0.14 (0.56%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.67 | 94 |
| 3 months | 1.57 | 95 |
| 6 months | -0.58 | 94 |
| 1 Year | 9.95 | 94 |
| 3 Year | -2.99 | 91 |
| 5 Year | 10.48 | 73 |
| 10 Year | 10.42 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 6.70 |
| 5 Year | 10.09 |
| 10 Year | 10.46 |
| Since Inception | 12.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.93 | -5.66 | NA | NA |
| 2023 | 6.95 | 4.55 | -6.02 | 10.49 |
| 2022 | -13.16 | -17.49 | -4.66 | 7.00 |
| 2021 | 7.48 | 7.84 | 3.98 | 7.51 |
| 2020 | -19.98 | 26.04 | 10.10 | 17.59 |
| 2019 | 17.41 | 4.50 | 0.42 | 9.09 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.67 | 16.12 | -26.91 | 29.59 | 30.59 | 34.42 | -5.00 | 15.91 | 13.34 | 0.09 | 11.49 |
| % Total Return Rel to Index | -14.87 | -10.12 | -8.70 | 0.91 | 12.18 | 2.93 | -0.60 | -5.88 | 1.40 | -1.29 | -2.15 |
| % Total Return Rel to Peer | -10.17 | -6.87 | -7.21 | 7.53 | 10.67 | 6.00 | 1.86 | -4.76 | 5.52 | 1.69 | 3.28 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.11 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.03 | 0.17 | 0.75 | 0.00 |
| Capital Gains ($) | 0.00 | 1.54 | 1.30 | 4.00 | 0.58 | 1.19 | 0.52 | 0.00 | 0.15 | 0.00 | 0.57 |
| Expense Ratio | 0.81 | 0.79 | 0.78 | 0.79 | 0.80 | 0.83 | 0.83 | 0.78 | 0.75 | 0.75 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%