- 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
- $455M
Highlights
- Avg. Volume (1M)
- 34K
- Avg. Volume Value (1M)
- $1.16M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
CSMD Performance Chart
Congress SMID Growth ETF (CSMD) is up 6.6% since the beginning of the year. CSMD is currently trading at $34 per share.
Loading charts...
Compare this symbol against anything
Returns By Period
Congress SMID Growth ETF (CSMD) has returned 6.61% so far this year and 6.14% over the past 12 months.
Congress SMID Growth ETF
- 1D
- 0.54%
- 1M
- -5.76%
- 6M
- 0.90%
- YTD
- 6.61%
- 1Y
- 6.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.82%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CSMD Monthly Returns History
Based on dividend-adjusted daily data since Aug 22, 2023, CSMD's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.
Historically, 58% of months were positive and 42% 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% | 5.37% | -7.62% | 6.61% | |||||
| 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 | 3.82% | -6.63% | -6.45% | 7.67% | 9.11% | 6.54% |
Benchmark Metrics
Congress SMID Growth ETF has an annualized alpha of -8.77%, beta of 1.11, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since August 22, 2023.
- This ETF participated in 163.26% of S&P 500 Index downside but only 102.87% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -8.77% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.11 and R2 of 0.71, 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
- -8.77%
- Beta
- 1.11
- R²
- 0.71
- Upside Capture
- 102.87%
- Downside Capture
- 163.26%
Expense Ratio
CSMD has an expense ratio of 0.68%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CSMD ranks 17 for risk / return — above 17% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Congress SMID Growth ETF (CSMD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSMD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.25 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 2.00 | -1.65 |
| Martin ratioReturn relative to average drawdown | 1.01 | 8.49 | -7.48 |
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 | $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.
Loading charts...
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 7.62%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-22.54%Apr 2025 | 2mo 15d | 3mo 18d | 6mo 3dJan 2025 - Jul 2025 | 2025 selloff2025 |
-14.79%Mar 2026 | 2mo 6d | 2mo 4d | 4mo 10dJan 2026 - Jun 2026 | — |
-13.85%Oct 2023 | 1mo 22d | 1mo 18d | 3mo 10dSep 2023 - Dec 2023 | — |
-11.08%Nov 2025 | 23d | 1mo 27d | 2mo 20dOct 2025 - Jan 2026 | — |
-9.65%Jul 2026 | 28d | — | 1mo 3dJul 2026 - now | — |
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 | -7.62% | -1.58% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -10.70% | +6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 2.14% | +3.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with CSMD
Add Congress SMID Growth ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with CSMD