IMIDX
Congress MidCap Growth-Inst
$26.68
0.29 (1.10%)
Currency in USD / Last Updated: 3/27/2024
Category | MidCap Growth |
---|---|
Market Cap | 1406.143M |
52 Week High | 26.73 |
52 Week Low | 20.786 |
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Key Data
Symbol | IMIDX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 26.68 |
Price Yesterday | 26.39 |
Market Cap | 1,406.14 |
YTD Return | 8.37% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0078 |
Overview
52 Week High | 26.73 |
---|---|
52 Week Low | 20.79 |
Market Cap | 1,406.14M |
Shares Outstanding | 52.70M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 5.78% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.78% |
Returns Annualized
One Day | 1,475.05% |
---|---|
Five Days | 35.45% |
One Months | 49.61% |
Three Months | 34.18% |
Six Months | 46.22% |
Nine Months | 20.05% |
One Year | 21.88% |
Three Years | 3.72% |
Five Years | 12.76% |
Ten Years | 11.32% |
YTD | 40.19% |
Since Inception | 13.16% |
Returns Total
One Day | 1.10% |
---|---|
Five Days | 0.60% |
One Month | 3.41% |
Three Months | 7.49% |
Six Months | 20.72% |
Nine Months | 14.67% |
One Year | 21.85% |
Three Years | 11.57% |
Five Years | 82.13% |
Ten Years | 191.43% |
YTD | 8.37% |
Since Inception | 305.04% |
Yearly Returns
2024 | 8.37% |
---|---|
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 | -17.88% |
---|---|
Beta | 1.2 |
Correlation | 92.26% |
Downside Deviation | 3.30% |
Coefficient of determination | 85.11% |
Standard Deviation | 4.36% |
Sharpe Ratio | -0.81 |
Sortino | -3.7 |
Treynor | 13.88 |
Ulcer Index | 5.11 |
Ulcer Performance Index | -2.39 |