CMIDX
Congress MidCap Growth-Ret
$24.23
-0.25 (-1.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1248.729M |
| 52 Week High | 26.03 |
| 52 Week Low | 20.185 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CMIDX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 24.23 |
| Price Yesterday | 24.48 |
| Market Cap | 1,248.73 |
| YTD Return | 1.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0104 |
Overview
| 52 Week High | 26.03 |
|---|---|
| 52 Week Low | 20.19 |
| Market Cap | 1,248.73M |
| Shares Outstanding | 51.54M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.37% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.37% |
Returns Annualized
| One Day | -92.49% |
|---|---|
| Five Days | -18.76% |
| One Months | -9.38% |
| Three Months | -19.80% |
| Six Months | 8.76% |
| Nine Months | 15.67% |
| One Year | 6.62% |
| Three Years | -2.08% |
| Five Years | 9.31% |
| Ten Years | 10.07% |
| YTD | 2.61% |
| Since Inception | 11.91% |
Returns Total
| One Day | -1.02% |
|---|---|
| Five Days | -0.41% |
| One Month | -0.78% |
| Three Months | -5.28% |
| Six Months | 4.22% |
| Nine Months | 11.39% |
| One Year | 6.61% |
| Three Years | -6.09% |
| Five Years | 55.87% |
| Ten Years | 160.29% |
| YTD | 1.34% |
| Since Inception | 268.69% |
Yearly Returns
| 2024 | 1.34% |
|---|---|
| 2023 | 15.81% |
| 2022 | -27.05% |
| 2021 | 29.25% |
| 2020 | 30.30% |
| 2019 | 34.10% |
| 2018 | -5.23% |
| 2017 | 15.59% |
| 2016 | 13.11% |
| 2015 | -0.16% |
Risk against SP-DA
| Alpha | -21.82% |
|---|---|
| Beta | 0.99 |
| Correlation | 74.08% |
| Downside Deviation | 3.67% |
| Coefficient of determination | 54.87% |
| Standard Deviation | 4.29% |
| Sharpe Ratio | -1.49 |
| Sortino | -6.03 |
| Treynor | 1.26 |
| Ulcer Index | 5.79 |
| Ulcer Performance Index | -3.82 |