Congress Large Cap Growth ETF (CAML)
CAML is an actively managed ETF by Congress. CAML launched on Aug 21, 2023 and has a 0.65% expense ratio.
ETF Info
| Issuer | Congress |
|---|---|
| Inception Date | Aug 21, 2023 |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CAML features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Popular comparisons: CAML vs. BTHM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Congress Large Cap Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Congress Large Cap Growth ETF had a return of 27.31% year-to-date (YTD) and 38.97% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 27.31% | 25.70% |
| 1 month | 4.05% | 3.51% |
| 6 months | 14.04% | 14.80% |
| 1 year | 38.97% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of CAML, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.28% | 6.60% | 2.70% | -4.63% | 4.42% | 4.07% | -1.16% | 3.35% | 1.13% | 0.06% | 27.31% | ||
| 2023 | 3.86% | -4.81% | -1.82% | 9.76% | 3.64% | 10.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CAML is 77, placing it in the top 23% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Congress Large Cap Growth ETF (CAML) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Congress Large Cap Growth ETF provided a 0.12% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.04 | $0.04 |
Dividend yield | 0.12% | 0.15% |
Monthly Dividends
The table displays the monthly dividend distributions for Congress Large Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.04 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Congress Large Cap Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Congress Large Cap Growth ETF was 9.71%, occurring on Aug 5, 2024. Recovery took 32 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.71% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -9.04% | Sep 5, 2023 | 38 | Oct 26, 2023 | 13 | Nov 14, 2023 | 51 |
| -6.33% | Mar 22, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -3.05% | Oct 21, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.72% | Dec 28, 2023 | 5 | Jan 4, 2024 | 4 | Jan 10, 2024 | 9 |
Volatility
Volatility Chart
The current Congress Large Cap Growth ETF volatility is 4.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.