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Conestoga Small Cap Investors (CCASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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70.03+0.92 (+1.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.89%
5-year average return6.39%
Number of years up18
Number of years down3
Best 1-yr total return (25 Apr 2024)49.26%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return49.26%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCASXCategory
YTD3.56%12.40%
1-month2.30%3.37%
3-month3.56%4.88%
1-year12.47%55.69%
3-year0.80%19.34%
5-year8.79%20.72%
10-year10.35%13.98%
Last bull market37.01%27.85%
Last bear market-16.28%-24.06%

Annual total return (%) history

Year
CCASXCategory
2024
N/AN/A
2023
22.12%N/A
2022
-28.24%N/A
2021
16.13%N/A
2020
30.34%38.62%
2019
25.18%27.68%
2018
0.61%-5.76%
2017
28.44%21.50%
2016
14.06%11.20%
2015
8.03%-2.41%
2014
-8.05%2.44%
2013
49.26%40.91%
2012
11.00%13.15%
2011
4.55%-3.55%
2010
23.99%26.98%
2009
29.09%35.46%
2008
-27.38%-41.55%
2007
6.43%7.59%
2006
9.45%10.81%
2005
4.39%6.02%
2004
18.83%12.41%
2003
33.60%45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.56%N/AN/AN/A
202312.44%4.78%-6.65%11.03%
2022-15.32%-16.28%-4.29%5.77%
20212.91%3.38%3.99%4.97%
2020-19.32%26.43%2.67%24.47%
201912.87%9.34%-3.69%5.32%
20182.19%9.92%10.40%-18.87%
20174.02%8.59%9.76%3.60%
2016-3.47%5.74%6.44%4.99%
20155.10%3.22%-8.45%8.77%
2014-5.95%-1.62%-9.41%9.70%
201313.93%2.25%15.43%11.00%
20129.90%-0.40%0.57%0.84%
20118.77%3.03%-17.59%13.20%
20102.24%-5.04%11.32%14.73%
2009-7.96%19.10%11.68%5.44%
2008-8.22%0.80%0.00%-21.51%
20072.39%4.71%2.53%-3.18%
200613.75%-6.46%-1.33%4.26%
2005-4.89%5.21%2.93%1.35%
20043.59%5.38%-0.20%9.08%
2003-4.25%17.89%3.74%14.10%

Rank in category (by total return)

YTD89
1-month60
3-month89
1-year82
3-year34
5-year50

Load adjusted returns

1-year12.47%
3-year0.80%
5-year8.79%
10-year10.35%