- ISIN
- US74316J4581
- CUSIP
- 74316J458
- Issuer
- Congress
- Inception Date
- Oct 31, 2012
- Category
- Mid Cap Growth Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
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
IMIDX Performance Chart
Congress Mid Cap Growth Fund (IMIDX) is up 18.7% since the beginning of the year. IMIDX is currently trading at $23 per share. Investors who bought $1,000 worth of IMIDX shares 5 years ago would now be looking at an investment worth $1,318.
Loading charts...
Returns By Period
Congress Mid Cap Growth Fund (IMIDX) has returned 18.73% so far this year and 18.19% over the past 12 months. Over the last ten years, IMIDX has returned 12.32% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Congress Mid Cap Growth Fund
- 1D
- 1.39%
- 1M
- 3.99%
- YTD
- 18.73%
- 6M
- 15.94%
- 1Y
- 18.19%
- 3Y*
- 12.37%
- 5Y*
- 5.67%
- 10Y*
- 12.32%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IMIDX Monthly Returns History
Based on dividend-adjusted daily data since Nov 1, 2012, IMIDX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +12.5%, while the worst month was Mar 2020 at -14.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IMIDX closed higher 53% of trading days. The best single day was Dec 12, 2024 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.35% | 2.94% | -4.77% | 11.47% | 1.81% | 3.28% | 18.73% | ||||||
| 2025 | 3.87% | -8.22% | -6.00% | 1.87% | 4.48% | 3.83% | 1.16% | 0.62% | 1.66% | -1.12% | -2.87% | -3.35% | -4.88% |
| 2024 | -0.04% | 5.32% | 3.47% | -7.53% | 2.30% | -0.28% | 0.95% | 0.90% | 0.85% | -0.08% | 5.74% | 5.89% | 18.11% |
| 2023 | 9.09% | -1.87% | -0.08% | -1.57% | -1.52% | 7.87% | 1.98% | -3.07% | -4.93% | -4.89% | 8.25% | 7.48% | 16.29% |
| 2022 | -11.17% | -0.35% | -1.91% | -9.22% | -1.44% | -7.78% | 11.39% | -5.42% | -9.51% | 5.30% | 7.17% | -5.22% | -26.94% |
| 2021 | 0.07% | 3.46% | 3.82% | 4.37% | -0.69% | 4.05% | 4.44% | 4.17% | -4.42% | 7.96% | -2.39% | 1.88% | 29.42% |
Benchmark Metrics
Congress Mid Cap Growth Fund has an annualized alpha of -0.08%, beta of 1.03, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since November 01, 2012.
- With beta of 1.03 and R2 of 0.80, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.08%
- Beta
- 1.03
- R²
- 0.80
- Upside Capture
- 95.69%
- Downside Capture
- 95.40%
Expense Ratio
IMIDX has an expense ratio of 0.79%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IMIDX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) 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.
| IMIDX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.78 | -1.30 |
| Martin ratioReturn relative to average drawdown | 3.92 | 12.44 | -8.52 |
Dividends
Dividend History
Congress Mid Cap Growth Fund provided a 11.18% dividend yield over the last twelve months, with an annual payout of $2.54 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.54 | $2.54 | $6.30 | $1.54 | $1.31 | $4.00 | $0.58 | $2.39 | $0.52 | $0.01 | $0.18 | $0.12 |
Dividend yield | 11.18% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |
Monthly Dividends
The table displays the monthly dividend distributions for Congress Mid 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 | 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 | $2.54 | $2.54 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.30 | $6.30 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $1.31 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.00 | $4.00 |
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 Mid 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 Mid Cap Growth Fund was 35.15%, occurring on Mar 23, 2020. Recovery took 87 trading sessions.
The current Congress Mid Cap Growth Fund drawdown is 0.83%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -35.15%Mar 2020 | 1mo 2d | 4mo 6d | 5mo 8dFeb 2020 - Jul 2020 |
Bear market2022 | -34.88%Oct 2022 | 11mo 1d | 2y 2mo | 3y 26dNov 2021 - Dec 2024 |
2025 selloff2025 | -23.49%Apr 2025 | 2mo 14d | 1y 12d | 1y 2moJan 2025 - Apr 2026 |
Rate-hike selloffLate 2018 | -20.20%Dec 2018 | 3mo 8d | 2mo 27d | 6mo 5dSep 2018 - Mar 2019 |
2016 correction2016 | -15.72%Feb 2016 | 5mo 27d | 3mo 20d | 9mo 17dAug 2015 - May 2016 |
Drawdown Indicators
| IMIDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -56.78% | +21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -9.10% | -3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -23.49% | -18.90% | -4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -25.43% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -33.92% | -1.23% |
Current DrawdownCurrent decline from peak | -0.83% | -1.80% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -7.18% | -10.71% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 2.03% | +2.55% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IMIDX
Add Congress Mid Cap Growth Fund 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 IMIDX