CSMCX
Congress SmallCap Growth-Inst
$39.10
-0.10 (-0.26%)
Currency in USD / Last Updated: 4/24/2024
Category | Small Cap Growth |
---|---|
Market Cap | 995.9M |
52 Week High | 40.8 |
52 Week Low | 33.39 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | CSMCX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 39.1 |
Price Yesterday | 39.2 |
Market Cap | 995.90 |
YTD Return | 0.75% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 40.80 |
---|---|
52 Week Low | 33.39 |
Market Cap | 995.90M |
Shares Outstanding | 25.47M |
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 | -47.50% |
---|---|
Five Days | 172.76% |
One Months | -29.69% |
Three Months | 17.21% |
Six Months | 30.25% |
Nine Months | 0.20% |
One Year | 9.50% |
Three Years | 1.75% |
Five Years | 12.72% |
Ten Years | 11.25% |
YTD | 2.41% |
Since Inception | 10.44% |
Returns Total
One Day | -0.26% |
---|---|
Five Days | 2.01% |
One Month | -3.03% |
Three Months | 4.04% |
Six Months | 13.99% |
Nine Months | 0.15% |
One Year | 9.49% |
Three Years | 5.33% |
Five Years | 81.76% |
Ten Years | 189.82% |
YTD | 0.75% |
Since Inception | 919.56% |
Yearly Returns
2024 | 0.75% |
---|---|
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 | -16.59% |
---|---|
Beta | 1.08 |
Correlation | 75.73% |
Downside Deviation | 4.22% |
Coefficient of determination | 57.35% |
Standard Deviation | 4.89% |
Sharpe Ratio | -0.89 |
Sortino | -3.56 |
Treynor | 3.81 |
Ulcer Index | 6.14 |
Ulcer Performance Index | -2.45 |