- Issuer
- Congress
- Inception Date
- Aug 21, 2023
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $387M
Share Price Chart
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Performance
CAML Performance Chart
Congress Large Cap Growth ETF (CAML) is up 5.1% since the beginning of the year. CAML is currently trading at $40 per share.
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Returns By Period
Congress Large Cap Growth ETF (CAML) has returned 5.06% so far this year and 15.43% over the past 12 months.
Congress Large Cap Growth ETF
- 1D
- -0.77%
- 1M
- 1.11%
- YTD
- 5.06%
- 6M
- 4.24%
- 1Y
- 15.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CAML Monthly Returns History
Based on dividend-adjusted daily data since Aug 22, 2023, CAML's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2026 with a return of +10.8%, while the worst month was Mar 2025 at -7.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CAML closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Apr 4, 2025 at -6.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.47% | -1.21% | -6.26% | 10.80% | 3.21% | -0.32% | 5.06% | ||||||
| 2025 | 4.89% | -3.31% | -7.61% | 2.33% | 6.70% | 5.59% | 1.66% | 1.07% | 2.95% | 2.26% | -1.91% | -1.90% | 12.43% |
| 2024 | 2.28% | 6.60% | 2.70% | -4.63% | 4.42% | 4.07% | -1.16% | 3.35% | 1.13% | 0.06% | 7.03% | -4.00% | 23.24% |
| 2023 | 3.57% | -4.81% | -1.82% | 9.76% | 3.64% | 10.11% |
Benchmark Metrics
Congress Large Cap Growth ETF has an annualized alpha of -3.90%, beta of 1.12, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since August 22, 2023.
- This ETF participated in 110.27% of S&P 500 Index downside but only 97.01% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.90% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.12 and R2 of 0.91, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -3.90%
- Beta
- 1.12
- R²
- 0.91
- Upside Capture
- 97.01%
- Downside Capture
- 110.27%
Expense Ratio
CAML has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CAML ranks 27 for risk / return — below 27% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Congress Large Cap Growth ETF (CAML) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAML | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.78 | -1.74 |
| Martin ratioReturn relative to average drawdown | 3.41 | 12.44 | -9.03 |
Dividends
Dividend History
Congress Large Cap Growth ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.02 | $0.04 |
Dividend yield | 0.00% | 0.00% | 0.06% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 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.
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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 21.06%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current Congress Large Cap Growth ETF drawdown is 1.57%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -21.06%Apr 2025 | 1mo 26d | 2mo 20d | 4mo 16dFeb 2025 - Jun 2025 |
2026 correction2026 | -14.86%Mar 2026 | 5mo 1d | 1mo 29d | 7moOct 2025 - May 2026 |
2024 pullback2024 | -9.71%Aug 2024 | 19d | 1mo 15d | 2mo 4dJul 2024 - Sep 2024 |
2023 pullback2023 | -9.04%Oct 2023 | 1mo 21d | 19d | 2mo 10dSep 2023 - Nov 2023 |
2024 pullback2024 | -6.33%Apr 2024 | 28d | 26d | 1mo 24dMar 2024 - May 2024 |
Drawdown Indicators
| CAML | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.06% | -56.78% | +35.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.86% | -9.10% | -5.76% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.57% | -1.80% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -10.71% | +7.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 2.03% | +2.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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