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CCASX vs. IJR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CCASX and IJR is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

CCASX vs. IJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga Small Cap (CCASX) and iShares Core S&P Small-Cap ETF (IJR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CCASX:

0.08

IJR:

-0.02

Sortino Ratio

CCASX:

0.39

IJR:

0.14

Omega Ratio

CCASX:

1.05

IJR:

1.02

Calmar Ratio

CCASX:

0.09

IJR:

-0.02

Martin Ratio

CCASX:

0.33

IJR:

-0.05

Ulcer Index

CCASX:

9.87%

IJR:

9.89%

Daily Std Dev

CCASX:

22.87%

IJR:

23.98%

Max Drawdown

CCASX:

-49.30%

IJR:

-58.15%

Current Drawdown

CCASX:

-22.32%

IJR:

-14.47%

Returns By Period

In the year-to-date period, CCASX achieves a -4.97% return, which is significantly higher than IJR's -6.32% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: CCASX at 7.79% and IJR at 7.79%.


CCASX

YTD

-4.97%

1M

11.13%

6M

-7.62%

1Y

1.84%

3Y*

7.08%

5Y*

5.67%

10Y*

7.79%

IJR

YTD

-6.32%

1M

11.74%

6M

-9.86%

1Y

-0.36%

3Y*

5.60%

5Y*

12.88%

10Y*

7.79%

*Annualized

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Conestoga Small Cap

iShares Core S&P Small-Cap ETF

CCASX vs. IJR - Expense Ratio Comparison

CCASX has a 1.10% expense ratio, which is higher than IJR's 0.07% expense ratio.


Risk-Adjusted Performance

CCASX vs. IJR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CCASX
The Risk-Adjusted Performance Rank of CCASX is 2626
Overall Rank
The Sharpe Ratio Rank of CCASX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of CCASX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of CCASX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of CCASX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of CCASX is 2626
Martin Ratio Rank

IJR
The Risk-Adjusted Performance Rank of IJR is 1616
Overall Rank
The Sharpe Ratio Rank of IJR is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of IJR is 1717
Sortino Ratio Rank
The Omega Ratio Rank of IJR is 1616
Omega Ratio Rank
The Calmar Ratio Rank of IJR is 1515
Calmar Ratio Rank
The Martin Ratio Rank of IJR is 1616
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CCASX vs. IJR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and iShares Core S&P Small-Cap ETF (IJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current CCASX Sharpe Ratio is 0.08, which is higher than the IJR Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of CCASX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

CCASX vs. IJR - Dividend Comparison

CCASX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.19%.


TTM20242023202220212020201920182017201620152014
CCASX
Conestoga Small Cap
0.00%0.00%0.86%4.12%5.27%0.00%2.14%1.46%5.63%1.18%1.88%0.00%
IJR
iShares Core S&P Small-Cap ETF
2.19%2.05%1.31%1.41%1.53%1.11%1.44%1.58%1.20%1.21%1.48%1.23%

Drawdowns

CCASX vs. IJR - Drawdown Comparison

The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for CCASX and IJR. For additional features, visit the drawdowns tool.


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Volatility

CCASX vs. IJR - Volatility Comparison

The current volatility for Conestoga Small Cap (CCASX) is 5.28%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.63%. This indicates that CCASX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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