CMLIX
Congress LargeCap Growth-Inst
$43.05
-0.16 (-0.37%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 495.867M |
52 Week High | 45.12 |
52 Week Low | 32.559 |
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Key Data
Symbol | CMLIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 43.05 |
Price Yesterday | 43.21 |
Market Cap | 495.87 |
YTD Return | 5.21% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0069 |
Overview
52 Week High | 45.12 |
---|---|
52 Week Low | 32.56 |
Market Cap | 495.87M |
Shares Outstanding | 11.52M |
Income Dividend Yield | 0.42% |
Long Term Dividend Yield | 2.95% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.38% |
Returns Annualized
One Day | -60.77% |
---|---|
Five Days | -84.66% |
One Months | -27.98% |
Three Months | 18.31% |
Six Months | 35.03% |
Nine Months | 17.45% |
One Year | 29.42% |
Three Years | 6.68% |
Five Years | 14.49% |
Ten Years | 13.19% |
YTD | 18.61% |
Since Inception | 12.99% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | -3.65% |
One Month | -2.82% |
Three Months | 4.29% |
Six Months | 16.05% |
Nine Months | 12.88% |
One Year | 29.38% |
Three Years | 21.38% |
Five Years | 96.34% |
Ten Years | 244.34% |
YTD | 5.21% |
Since Inception | 448.69% |
Yearly Returns
2024 | 5.21% |
---|---|
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 | 4.62% |
---|---|
Beta | 1.13 |
Correlation | 97.85% |
Downside Deviation | 2.52% |
Coefficient of determination | 95.74% |
Standard Deviation | 3.93% |
Sharpe Ratio | 0.51 |
Sortino | 2.73 |
Treynor | 21.24 |
Ulcer Index | 2.32 |
Ulcer Performance Index | 2.97 |