Congress SMID Growth ETF (CSMD)
CSMD is an actively managed ETF by Congress. CSMD launched on Aug 21, 2023 and has a 0.68% expense ratio.
ETF Info
Aug 21, 2023
1x
No Index (Active)
Mid-Cap
Growth
Expense Ratio
CSMD has an expense ratio of 0.68%, placing it in the medium range.
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
Congress SMID Growth ETF (CSMD) returned 1.04% year-to-date (YTD) and 6.36% over the past 12 months.
CSMD
1.04%
8.51%
-4.70%
6.36%
N/A
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 CSMD, 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 | 3.07% | -5.77% | -4.82% | 0.25% | 9.02% | 1.04% | |||||||
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CSMD is 26, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) 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
Congress SMID Growth ETF provided a 0.40% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.01 |
Dividend yield | 0.40% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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. The portfolio has not yet recovered.
The current Congress SMID Growth ETF drawdown is 5.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.54% | Jan 23, 2025 | 53 | Apr 8, 2025 | — | — | — |
| -13.85% | Sep 5, 2023 | 39 | Oct 27, 2023 | 33 | Dec 14, 2023 | 72 |
| -9.08% | Apr 1, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -8.97% | Jul 17, 2024 | 16 | Aug 7, 2024 | 64 | Nov 6, 2024 | 80 |
| -6.9% | Dec 5, 2024 | 19 | Jan 2, 2025 | 11 | Jan 21, 2025 | 30 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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