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Conestoga Small Cap Institutional (CCALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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71.98+0.28 (+0.39%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.34%
5-year average return6.49%
Number of years up8
Number of years down1
Best 1-yr total return (2 May 2024)30.59%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return30.59%
Worst 3-yr total return0.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCALXCategory
YTD-2.97%12.40%
1-month-6.36%3.37%
3-month0.30%4.88%
1-year7.06%55.69%
3-year-2.70%19.34%
5-year6.22%20.72%
10-year10.44%13.98%
Last bull market23.43%27.85%
Last bear market-16.23%-24.06%

Annual total return (%) history

Year
CCALXCategory
2024
N/AN/A
2023
22.35%N/A
2022
-28.09%N/A
2021
16.37%N/A
2020
30.59%38.62%
2019
25.42%27.68%
2018
0.81%-5.76%
2017
28.74%21.50%
2016
14.30%11.20%
2015
8.26%-2.41%
2014
N/A2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
202312.48%4.85%-6.61%11.09%
2022-15.28%-16.23%-4.23%5.81%
20212.97%3.44%4.02%5.02%
2020-19.27%26.46%2.73%24.51%
201912.90%9.39%-3.63%5.39%
20182.23%9.97%10.46%-18.82%
20174.07%8.66%9.80%3.68%
2016-3.40%5.78%6.50%5.04%
20155.16%3.30%-8.43%8.84%
20149.76%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month46
3-month81
1-year82
3-year30
5-year53

Load adjusted returns

1-year7.06%
3-year-2.70%
5-year6.22%
10-year10.44%