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Congress Small Cap Growth Retail (CSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.47+0.04 (+0.11%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.87%
5-year average return14.43%
Number of years up20
Number of years down3
Best 1-yr total return (24 June 2024)39.05%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return39.05%
Worst 3-yr total return0.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSMVXCategory
YTD7.51%12.40%
1-month7.99%3.37%
3-month4.97%4.88%
1-year17.90%55.69%
3-year3.65%19.34%
5-year15.50%20.72%
10-year11.80%13.98%
Last bull market21.06%27.85%
Last bear market-16.07%-24.06%

Annual total return (%) history

Year
CSMVXCategory
2024
N/AN/A
2023
19.98%N/A
2022
-26.38%N/A
2021
39.05%N/A
2020
38.90%38.62%
2019
24.67%27.68%
2018
2.16%-5.76%
2017
22.04%21.50%
2016
2.67%11.20%
2015
0.51%-2.41%
2014
-1.07%2.44%
2013
35.56%40.91%
2012
12.67%13.15%
2011
0.83%-3.55%
2010
31.39%26.98%
2009
29.43%35.46%
2008
-39.51%-41.55%
2007
2.48%7.59%
2006
9.27%10.81%
2005
3.75%6.02%
2004
11.93%12.41%
2003
46.73%45.54%
2002
0.18%-27.88%
2001
5.87%-8.91%
2000
N/A-3.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%N/AN/AN/A
202311.39%6.79%-5.01%6.19%
2022-11.89%-16.07%-3.39%3.03%
202111.17%9.80%4.31%9.20%
2020-18.68%26.82%7.06%25.80%
201914.37%5.44%-2.75%6.31%
20183.28%6.66%13.81%-18.52%
20177.41%3.38%5.25%4.42%
2016-6.73%1.58%5.93%2.30%
201510.40%3.40%-14.09%2.49%
20140.86%-0.09%-6.49%4.99%
201310.71%0.73%10.22%10.29%
201212.93%-4.25%4.36%-0.15%
201111.55%1.84%-22.64%14.73%
20106.30%-6.30%13.57%16.15%
2009-9.19%19.02%13.99%5.05%
2008-10.72%1.16%-8.64%-26.68%
20072.72%5.37%-2.82%-2.57%
20068.39%-5.17%0.65%5.63%
20050.17%1.74%2.25%-0.44%
20043.85%0.18%-2.14%9.94%
2003-0.58%17.98%9.83%13.90%
20026.19%-4.05%-9.24%8.32%
2001-8.74%14.19%-4.74%6.66%
20004.02%20.47%10.65%N/A

Rank in category (by total return)

YTD25
1-month7
3-month8
1-year54
3-year7
5-year6

Load adjusted returns

1-year17.90%
3-year3.65%
5-year15.50%
10-year11.80%