CSMCX
Congress SmallCap Growth-Inst
$41.80
-0.18 (-0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1052.996M |
| 52 Week High | 42.23 |
| 52 Week Low | 33.39 |
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Key Data
| Symbol | CSMCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 41.8 |
| Price Yesterday | 41.98 |
| Market Cap | 1,053.00 |
| YTD Return | 7.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0101 |
Overview
| 52 Week High | 42.23 |
|---|---|
| 52 Week Low | 33.39 |
| Market Cap | 1,053.00M |
| Shares Outstanding | 25.19M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -66.17% |
|---|---|
| Five Days | 32.10% |
| One Months | 25.27% |
| Three Months | 18.04% |
| Six Months | 24.71% |
| Nine Months | 22.46% |
| One Year | 10.68% |
| Three Years | 2.91% |
| Five Years | 14.10% |
| Ten Years | 11.76% |
| YTD | 15.49% |
| Since Inception | 10.66% |
Returns Total
| One Day | -0.43% |
|---|---|
| Five Days | 0.55% |
| One Month | 1.80% |
| Three Months | 4.16% |
| Six Months | 11.47% |
| Nine Months | 16.21% |
| One Year | 10.67% |
| Three Years | 8.94% |
| Five Years | 93.05% |
| Ten Years | 203.01% |
| YTD | 7.70% |
| Since Inception | 989.96% |
Yearly Returns
| 2024 | 7.70% |
|---|---|
| 2023 | 20.27% |
| 2022 | -26.21% |
| 2021 | 39.39% |
| 2020 | 39.23% |
| 2019 | 24.97% |
| 2018 | 2.42% |
| 2017 | 22.30% |
| 2016 | 3.02% |
| 2015 | 0.86% |
Risk against SP-DA
| Alpha | -18.56% |
|---|---|
| Beta | 1.02 |
| Correlation | 67.34% |
| Downside Deviation | 4.25% |
| Coefficient of determination | 45.35% |
| Standard Deviation | 4.88% |
| Sharpe Ratio | -1.07 |
| Sortino | -4.24 |
| Treynor | 5.19 |
| Ulcer Index | 6.17 |
| Ulcer Performance Index | -2.92 |