IMIDX
Congress MidCap Growth-Inst
$24.99
-0.25 (-0.99%)
Currency in USD / Last Updated: 7/9/2024
Category | MidCap Growth |
---|---|
Market Cap | 1249.008M |
52 Week High | 26.82 |
52 Week Low | 20.786 |
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Key Data
Symbol | IMIDX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 24.99 |
Price Yesterday | 25.24 |
Market Cap | 1,249.01 |
YTD Return | 1.50% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0079 |
Overview
52 Week High | 26.82 |
---|---|
52 Week Low | 20.79 |
Market Cap | 1,249.01M |
Shares Outstanding | 49.98M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 6.18% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.18% |
Returns Annualized
One Day | -91.88% |
---|---|
Five Days | -18.25% |
One Months | -9.11% |
Three Months | -19.52% |
Six Months | 9.03% |
Nine Months | 16.02% |
One Year | 6.90% |
Three Years | -1.82% |
Five Years | 9.59% |
Ten Years | 10.35% |
YTD | 2.94% |
Since Inception | 12.19% |
Returns Total
One Day | -0.99% |
---|---|
Five Days | -0.40% |
One Month | -0.75% |
Three Months | -5.20% |
Six Months | 4.34% |
Nine Months | 11.65% |
One Year | 6.89% |
Three Years | -5.35% |
Five Years | 57.88% |
Ten Years | 167.10% |
YTD | 1.50% |
Since Inception | 279.44% |
Yearly Returns
2024 | 1.50% |
---|---|
2023 | 16.14% |
2022 | -26.92% |
2021 | 29.60% |
2020 | 30.61% |
2019 | 34.45% |
2018 | -5.01% |
2017 | 15.91% |
2016 | 13.38% |
2015 | 0.10% |
Risk against SP-DA
Alpha | -21.62% |
---|---|
Beta | 0.99 |
Correlation | 74.39% |
Downside Deviation | 3.67% |
Coefficient of determination | 55.33% |
Standard Deviation | 4.29% |
Sharpe Ratio | -1.47 |
Sortino | -5.95 |
Treynor | 1.53 |
Ulcer Index | 5.75 |
Ulcer Performance Index | -3.79 |