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Congress Mid Cap Growth Institutional (IMIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.31+0.15 (+0.60%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.19%
5-year average return10.50%
Number of years up9
Number of years down2
Best 1-yr total return (25 June 2024)35.88%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return35.88%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMIDXCategory
YTD3.05%10.80%
1-month2.30%4.43%
3-month-2.12%7.00%
1-year15.43%48.17%
3-year0.58%21.26%
5-year11.80%20.18%
10-year10.80%14.07%
Last bull market26.57%27.14%
Last bear market-17.49%-21.26%

Annual total return (%) history

Year
IMIDXCategory
2024
N/AN/A
2023
16.14%N/A
2022
-26.91%N/A
2021
29.59%N/A
2020
30.61%39.26%
2019
34.46%32.52%
2018
-5.01%-6.65%
2017
15.91%23.91%
2016
13.38%6.03%
2015
0.10%-0.95%
2014
11.49%7.00%
2013
35.88%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.94%N/AN/AN/A
20236.96%4.56%-6.02%10.50%
2022-13.16%-17.49%-4.67%7.00%
20217.48%7.85%3.99%7.51%
2020-19.98%26.04%10.11%17.61%
201917.41%4.50%0.42%9.12%
20180.74%0.47%7.45%-12.66%
20176.83%2.82%2.07%3.39%
20163.72%3.26%1.35%4.44%
20154.32%-0.46%-7.65%4.39%
20141.40%0.72%0.43%8.70%
20139.44%3.50%10.50%8.56%

Rank in category (by total return)

YTD65
1-month46
3-month52
1-year77
3-year39
5-year24

Load adjusted returns

1-year15.43%
3-year0.58%
5-year11.80%
10-year10.80%