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Congress Mid Cap Growth Retail (CMIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.75+0.36 (+1.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.01%
5-year average return9.77%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)35.72%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.72%
Worst 3-yr total return2.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMIDXCategory
YTD0.63%10.80%
1-month-7.57%4.43%
3-month0.71%7.00%
1-year10.85%48.17%
3-year-0.65%21.26%
5-year9.48%20.18%
10-year10.32%14.07%
Last bull market26.43%27.14%
Last bear market-17.55%-21.26%

Annual total return (%) history

Year
CMIDXCategory
2024
N/AN/A
2023
15.81%N/A
2022
-27.06%N/A
2021
29.25%N/A
2020
30.30%39.26%
2019
34.10%32.52%
2018
-5.23%-6.65%
2017
15.58%23.91%
2016
13.11%6.03%
2015
-0.15%-0.95%
2014
11.22%7.00%
2013
35.72%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.87%N/AN/AN/A
20236.86%4.46%-6.06%10.45%
2022-13.20%-17.55%-4.73%6.99%
20217.39%7.78%3.94%7.44%
2020-19.98%25.89%10.08%17.51%
201917.31%4.50%0.33%9.03%
20180.70%0.43%7.41%-12.74%
20176.74%2.72%2.03%3.32%
20163.67%3.21%1.30%4.36%
20154.33%-0.53%-7.68%4.22%
20141.40%0.65%0.36%8.58%
20139.35%3.42%10.70%8.41%

Rank in category (by total return)

YTD69
1-month86
3-month83
1-year82
3-year41
5-year33

Load adjusted returns

1-year10.85%
3-year-0.65%
5-year9.48%
10-year10.32%