CCASX vs. PMJIX

In the year-to-date period, CCASX achieves a -7.28% return, which is significantly higher than PMJIX's -8.68% return.

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CCASX has a 1.10% expense ratio, which is higher than PMJIX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and PIMCO RAE US Small Fund (PMJIX). 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 0.12, which is higher than the PMJIX Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of CCASX and PMJIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CCASX has not paid dividends to shareholders, while PMJIX's dividend yield for the trailing twelve months is around 3.57%.

The maximum CCASX drawdown since its inception was -48.01%, roughly equal to the maximum PMJIX drawdown of -48.15%. Use the drawdown chart below to compare losses from any high point for CCASX and PMJIX.

Conestoga Small Cap (CCASX) and PIMCO RAE US Small Fund (PMJIX) have volatilities of 6.23% and 6.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.