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Congress Small Cap Growth Institutional (CSMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.80+0.24 (+0.58%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.70%
5-year average return15.26%
Number of years up21
Number of years down3
Best 1-yr total return (19 May 2024)39.39%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return39.39%
Worst 3-yr total return1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSMCXCategory
YTD-0.36%12.40%
1-month-5.22%3.37%
3-month4.60%4.88%
1-year9.21%55.69%
3-year1.36%19.34%
5-year12.26%20.72%
10-year11.21%13.98%
Last bull market21.18%27.85%
Last bear market-16.03%-24.06%

Annual total return (%) history

Year
CSMCXCategory
2024
N/AN/A
2023
20.27%N/A
2022
-26.21%N/A
2021
39.39%N/A
2020
39.23%38.62%
2019
24.97%27.68%
2018
2.42%-5.76%
2017
22.30%21.50%
2016
3.02%11.20%
2015
0.86%-2.41%
2014
-0.77%2.44%
2013
35.96%40.91%
2012
13.02%13.15%
2011
1.23%-3.55%
2010
31.84%26.98%
2009
29.93%35.46%
2008
-39.30%-41.55%
2007
2.85%7.59%
2006
9.58%10.81%
2005
4.04%6.02%
2004
12.32%12.41%
2003
47.29%45.54%
2002
0.75%-27.88%
2001
5.80%-8.91%
2000
54.95%-3.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.13%N/AN/AN/A
202311.43%6.87%-4.94%6.24%
2022-11.85%-16.03%-3.31%3.10%
202111.21%9.88%4.37%9.30%
2020-18.63%26.86%7.14%25.90%
201914.40%5.51%-2.68%6.39%
20183.37%6.71%13.89%-18.47%
20177.46%3.39%5.36%4.48%
2016-6.61%1.62%6.01%2.40%
201510.54%3.49%-14.04%2.57%
20140.95%-0.03%-6.39%5.03%
201310.78%0.81%10.35%10.33%
201212.98%-4.16%4.42%-0.04%
201111.65%1.90%-22.57%14.91%
20106.39%-6.22%13.65%16.26%
2009-9.10%19.15%14.06%5.19%
2008-10.65%1.24%-8.55%-26.62%
20072.80%5.45%-2.74%-2.46%
20068.46%-5.08%0.72%5.67%
20050.21%1.81%2.31%-0.32%
20043.97%0.22%-2.04%10.04%
2003-0.58%18.25%9.94%13.96%
20026.25%-3.92%-9.03%8.49%
2001-9.08%14.08%-4.54%6.87%
200011.49%4.03%20.67%10.71%

Rank in category (by total return)

YTD56
1-month14
3-month22
1-year70
3-year8
5-year6

Load adjusted returns

1-year9.21%
3-year1.36%
5-year12.26%
10-year11.21%