CMIDX
Congress MidCap Growth-Ret
$24.87
0.13 (0.53%)
Currency in USD / Last Updated: 5/10/2024
Category | MidCap Growth |
---|---|
Market Cap | 1293.051M |
52 Week High | 26.03 |
52 Week Low | 20.185 |
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Key Data
Symbol | CMIDX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 24.87 |
Price Yesterday | 24.74 |
Market Cap | 1,293.05 |
YTD Return | 4.02% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0103 |
Overview
52 Week High | 26.03 |
---|---|
52 Week Low | 20.19 |
Market Cap | 1,293.05M |
Shares Outstanding | 51.99M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 6.20% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.20% |
Returns Annualized
One Day | 275.11% |
---|---|
Five Days | 167.31% |
One Months | -10.02% |
Three Months | -1.12% |
Six Months | 36.43% |
Nine Months | 12.09% |
One Year | 16.52% |
Three Years | 0.97% |
Five Years | 10.85% |
Ten Years | 10.67% |
YTD | 11.53% |
Since Inception | 12.34% |
Returns Total
One Day | 0.53% |
---|---|
Five Days | 1.97% |
One Month | -0.92% |
Three Months | -0.28% |
Six Months | 16.50% |
Nine Months | 8.93% |
One Year | 16.50% |
Three Years | 2.94% |
Five Years | 67.19% |
Ten Years | 175.08% |
YTD | 4.02% |
Since Inception | 278.42% |
Yearly Returns
2024 | 4.02% |
---|---|
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 | -14.01% |
---|---|
Beta | 1.1 |
Correlation | 84.68% |
Downside Deviation | 3.74% |
Coefficient of determination | 71.70% |
Standard Deviation | 4.35% |
Sharpe Ratio | -0.78 |
Sortino | -3.13 |
Treynor | 10.13 |
Ulcer Index | 5.41 |
Ulcer Performance Index | -2.17 |