- Issuer
- Congress
- Inception Date
- Aug 21, 2023
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $457M
Share Price Chart
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Performance
CSMD Performance Chart
Congress SMID Growth ETF (CSMD) is up 10.4% since the beginning of the year. CSMD is currently trading at $35 per share.
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Returns By Period
Congress SMID Growth ETF (CSMD) has returned 10.40% so far this year and 14.64% over the past 12 months.
Congress SMID Growth ETF
- 1D
- 0.58%
- 1M
- 7.28%
- YTD
- 10.40%
- 6M
- 8.52%
- 1Y
- 14.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
CSMD Monthly Returns History
Based on dividend-adjusted daily data since Aug 22, 2023, CSMD's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 60% of months were positive and 40% 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% | 5.67% | 6.72% | 0.81% | 10.40% | ||||||
| 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 -8.80%, beta of 1.11, and R2 of 0.72 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 102.88% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -8.80% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.11 and R2 of 0.72, 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
- -8.80%
- Beta
- 1.11
- R²
- 0.72
- Upside Capture
- 102.88%
- 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 24 for risk / return — below 24% 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 S&P 500 Index.
| CSMD | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 2.39 | -1.54 |
Sortino ratioReturn per unit of downside risk | 1.31 | 3.25 | -1.94 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.43 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 3.11 | -2.03 |
Martin ratioReturn relative to average drawdown | 3.30 | 14.38 | -11.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 | $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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -22.54%Apr 2025 | 2mo 15d | 3mo 18d | 6mo 3dJan 2025 - Jul 2025 |
2026 correction2026 | -14.79%Mar 2026 | 2mo 6d | 2mo 4d | 4mo 10dJan 2026 - Jun 2026 |
2023 correction2023 | -13.85%Oct 2023 | 1mo 22d | 1mo 18d | 3mo 10dSep 2023 - Dec 2023 |
2025 correction2025 | -11.08%Nov 2025 | 23d | 1mo 27d | 2mo 20dOct 2025 - Jan 2026 |
2024 pullback2024 | -9.08%Apr 2024 | 18d | 2mo 28d | 3mo 16dApr 2024 - Jul 2024 |
Drawdown Indicators
| CSMD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.54% | -56.78% | +34.24% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -9.10% | -5.69% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -10.72% | +5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 1.97% | +2.88% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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