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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Congress SMID 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.
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Returns By Period
Congress SMID Growth ETF (CSMD) has returned -2.88% so far this year and 11.03% over the past 12 months.
Congress SMID Growth ETF
- 1D
- 3.47%
- 1M
- -8.78%
- YTD
- -2.88%
- 6M
- -7.81%
- 1Y
- 11.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Aug 22, 2023, CSMD's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2024 with a return of +10.1%, while the worst month was Mar 2026 at -8.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CSMD closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 3, 2025 at -5.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.66% | 0.77% | -8.78% | -2.88% | |||||||||
| 2025 | 3.07% | -5.77% | -4.82% | 0.25% | 8.58% | 3.55% | 2.79% | 1.62% | 2.27% | -0.69% | -1.75% | -2.71% | 5.68% |
| 2024 | -1.68% | 9.99% | 4.46% | -7.87% | 3.48% | -0.14% | 3.94% | -0.50% | 0.91% | -3.01% | 10.05% | -5.93% | 12.70% |
| 2023 | 3.72% | -6.63% | -6.45% | 7.67% | 9.11% | 6.44% |
Benchmark Metrics
Congress SMID Growth ETF has an annualized alpha of -7.83%, beta of 1.10, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since August 23, 2023.
- This ETF participated in 159.94% of S&P 500 Index downside but only 107.96% of its upside — more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -7.83% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 1.10 and R² of 0.73, 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
- -7.83%
- Beta
- 1.10
- R²
- 0.73
- Upside Capture
- 107.96%
- Downside Capture
- 159.94%
Expense Ratio
CSMD has an expense ratio of 0.68%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CSMD 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 SMID Growth ETF (CSMD) and compare them to a chosen benchmark (S&P 500 Index).
| CSMD | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.90 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.39 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.40 | -0.65 |
Martin ratioReturn relative to average drawdown | 2.47 | 6.61 | -4.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CSMD risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Congress SMID 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 | $0.12 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.40% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Congress SMID 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 | |||||||||
| 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 | $0.12 | $0.12 |
| 2023 | $0.01 | $0.01 |
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 SMID 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 SMID Growth ETF was 22.54%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The current Congress SMID Growth ETF drawdown is 11.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.54% | Jan 23, 2025 | 53 | Apr 8, 2025 | 74 | Jul 25, 2025 | 127 |
| -14.79% | Jan 23, 2026 | 46 | Mar 30, 2026 | — | — | — |
| -13.85% | Sep 5, 2023 | 39 | Oct 27, 2023 | 33 | Dec 14, 2023 | 72 |
| -11.08% | Oct 28, 2025 | 18 | Nov 20, 2025 | 38 | Jan 16, 2026 | 56 |
| -9.08% | Apr 1, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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