Conestoga Mid Cap Fund (CCMMX)
The mutual fund primarily focuses on investing in mid-market capitalization companies' equity securities, such as ADRs, convertible securities, and common and preferred stocks, with a maximum of 20% investment in foreign securities.
Fund Info
Jun 28, 2021
$2,500
Large-Cap
Growth
Expense Ratio
CCMMX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Conestoga Mid Cap Fund (CCMMX) returned 2.43% year-to-date (YTD) and 5.90% over the past 12 months.
CCMMX
2.43%
2.76%
-5.46%
5.90%
6.33%
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CCMMX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.29% | -1.00% | -3.14% | -1.15% | 2.65% | 2.43% | |||||||
| 2024 | -0.99% | 4.10% | 2.13% | -5.53% | 0.66% | 0.88% | 4.13% | 2.19% | 1.63% | -4.02% | 7.43% | -7.80% | 3.84% |
| 2023 | 7.53% | -1.12% | 3.79% | 1.10% | -0.24% | 7.73% | 0.67% | -3.12% | -5.40% | -6.08% | 9.44% | 7.68% | 22.45% |
| 2022 | -13.08% | -1.94% | 2.08% | -11.28% | -4.12% | -6.06% | 12.10% | -7.43% | -8.29% | 5.51% | 5.09% | -5.22% | -30.47% |
| 2021 | -0.90% | 5.85% | 3.34% | -3.78% | 5.37% | -6.01% | 3.58% | 7.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CCMMX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Conestoga Mid Cap Fund (CCMMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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 Conestoga Mid Cap Fund. 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 Conestoga Mid Cap Fund was 37.33%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Conestoga Mid Cap Fund drawdown is 11.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.33% | Oct 26, 2021 | 245 | Oct 14, 2022 | — | — | — |
| -7.27% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -2.15% | Jul 12, 2021 | 6 | Jul 19, 2021 | 3 | Jul 22, 2021 | 9 |
| -2.07% | Aug 6, 2021 | 9 | Aug 18, 2021 | 5 | Aug 25, 2021 | 14 |
| -0.9% | Jun 30, 2021 | 1 | Jun 30, 2021 | 1 | Jul 1, 2021 | 2 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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