CMLIX
Congress LargeCap Growth-Inst
$48.26
-0.08 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 552.91M |
| 52 Week High | 48.38 |
| 52 Week Low | 35.204 |
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Key Data
| Symbol | CMLIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 48.26 |
| Price Yesterday | 48.34 |
| Market Cap | 552.91 |
| YTD Return | 17.94% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0069 |
Overview
| 52 Week High | 48.38 |
|---|---|
| 52 Week Low | 35.20 |
| Market Cap | 552.91M |
| Shares Outstanding | 11.46M |
| Income Dividend Yield | 0.38% |
| Long Term Dividend Yield | 2.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.01% |
Returns Annualized
| One Day | -34.15% |
|---|---|
| Five Days | 158.50% |
| One Months | 96.68% |
| Three Months | 36.46% |
| Six Months | 41.92% |
| Nine Months | 41.80% |
| One Year | 32.51% |
| Three Years | 8.62% |
| Five Years | 16.07% |
| Ten Years | 13.91% |
| YTD | 37.73% |
| Since Inception | 13.70% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 1.90% |
| One Month | 5.51% |
| Three Months | 7.94% |
| Six Months | 18.78% |
| Nine Months | 29.55% |
| One Year | 32.47% |
| Three Years | 28.00% |
| Five Years | 110.30% |
| Ten Years | 266.52% |
| YTD | 17.94% |
| Since Inception | 515.17% |
Yearly Returns
| 2024 | 17.94% |
|---|---|
| 2023 | 32.31% |
| 2022 | -24.83% |
| 2021 | 25.84% |
| 2020 | 31.70% |
| 2019 | 34.97% |
| 2018 | 0.14% |
| 2017 | 25.48% |
| 2016 | 4.75% |
| 2015 | 2.05% |
Risk against SP-DA
| Alpha | 1.15% |
|---|---|
| Beta | 1.11 |
| Correlation | 94.67% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 89.63% |
| Standard Deviation | 3.78% |
| Sharpe Ratio | 0.29 |
| Sortino | 1.37 |
| Treynor | 24.37 |
| Ulcer Index | 2.47 |
| Ulcer Performance Index | 1.53 |