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Congress Large Cap Growth ETF (CAML)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Congress

Inception Date

Aug 21, 2023

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.


Expense ratio chart for CAML: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
CAML vs. BTHM
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.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.91%
10.12%
CAML (Congress Large Cap Growth ETF)
Benchmark (^GSPC)

Returns By Period

Congress Large Cap Growth ETF had a return of 26.88% year-to-date (YTD) and 26.56% in the last 12 months.


CAML

YTD

26.88%

1M

-1.18%

6M

8.91%

1Y

26.56%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

26.58%

1M

0.27%

6M

10.12%

1Y

26.27%

5Y*

13.29%

10Y*

11.21%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.28%6.60%2.70%-4.63%4.42%4.07%-1.16%3.35%1.13%0.06%7.03%26.88%
20233.60%-4.81%-1.82%9.76%3.49%9.97%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, CAML is among the top 24% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CAML is 7676
Overall Rank
The Sharpe Ratio Rank of CAML is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of CAML is 7373
Sortino Ratio Rank
The Omega Ratio Rank of CAML is 7575
Omega Ratio Rank
The Calmar Ratio Rank of CAML is 7878
Calmar Ratio Rank
The Martin Ratio Rank of CAML is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for CAML, currently valued at 1.75, compared to the broader market0.002.004.001.752.11
The chart of Sortino ratio for CAML, currently valued at 2.41, compared to the broader market-2.000.002.004.006.008.0010.0012.002.412.82
The chart of Omega ratio for CAML, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.001.331.39
The chart of Calmar ratio for CAML, currently valued at 2.75, compared to the broader market0.005.0010.0015.002.753.12
The chart of Martin ratio for CAML, currently valued at 11.27, compared to the broader market0.0020.0040.0060.0080.00100.0011.2713.56
CAML
^GSPC

The current Congress Large Cap Growth ETF Sharpe ratio is 1.75. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Congress Large Cap Growth ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08Dec 15Dec 22
1.75
2.11
CAML (Congress Large Cap Growth ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Congress Large Cap Growth ETF provided a 0.06% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


PeriodTTM
Dividend$0.02

Dividend yield

0.06%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.02$0.02

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.91%
-0.86%
CAML (Congress Large Cap Growth ETF)
Benchmark (^GSPC)

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.

The current Congress Large Cap Growth ETF drawdown is 2.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.71%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-9.04%Sep 5, 202338Oct 26, 202313Nov 14, 202351
-6.34%Mar 22, 202420Apr 19, 202418May 15, 202438
-5.21%Dec 5, 202411Dec 19, 2024
-3.05%Oct 21, 20249Oct 31, 20244Nov 6, 202413

Volatility

Volatility Chart

The current Congress Large Cap Growth ETF volatility is 4.87%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.87%
3.95%
CAML (Congress Large Cap Growth ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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