Congress Small Cap Growth Fund (CSMCX)
The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small cap companies. The advisor defines small cap companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000 Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Fund Info
| ISIN | US74316P7107 |
|---|---|
| CUSIP | 74316P710 |
| Issuer | Congress |
| Inception Date | Dec 9, 1999 |
| Category | Small Cap Growth Equities |
| Min. Investment | $100,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
CSMCX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: CSMCX vs. NEAGX, CSMCX vs. FTXNX, CSMCX vs. FCPGX, CSMCX vs. HRSMX, CSMCX vs. AMAGX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Congress Small Cap Growth Fund, 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 Small Cap Growth Fund had a return of -0.36% year-to-date (YTD) and 8.87% in the last 12 months. Over the past 10 years, Congress Small Cap Growth Fund had an annualized return of 11.22%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.36% | 5.57% |
| 1 month | -5.22% | -4.16% |
| 6 months | 14.85% | 20.07% |
| 1 year | 8.87% | 20.82% |
| 5 years (annualized) | 12.41% | 11.56% |
| 10 years (annualized) | 11.22% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.74% | 7.57% | 2.59% | |||||||||
| 2023 | -7.83% | 4.96% | 9.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CSMCX is 23, indicating that it is in the bottom 23% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Congress Small Cap Growth Fund(CSMCX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Congress Small Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $6.81 | $2.57 | $2.28 | $2.45 | $3.00 | $0.00 | $6.35 | $5.16 | $1.72 |
Dividend yield | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 8.07% | 10.04% | 11.48% | 0.00% | 27.40% | 17.61% | 4.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Congress Small Cap Growth Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.81 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.57 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.45 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.35 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $5.16 |
| 2013 | $1.72 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Congress Small Cap Growth 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 Congress Small Cap Growth Fund was 56.20%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
The current Congress Small Cap Growth Fund drawdown is 15.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.2% | Jul 16, 2007 | 416 | Mar 9, 2009 | 469 | Jan 14, 2011 | 885 |
| -33.44% | Nov 17, 2021 | 215 | Sep 26, 2022 | — | — | — |
| -33.07% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -31.25% | Jun 23, 2015 | 162 | Feb 11, 2016 | 407 | Sep 22, 2017 | 569 |
| -29.58% | Jul 8, 2011 | 61 | Oct 3, 2011 | 240 | Sep 14, 2012 | 301 |
Volatility
Volatility Chart
The current Congress Small Cap Growth Fund volatility is 4.97%, 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.