CCASX vs. QQQ

In the year-to-date period, CCASX achieves a -8.64% return, which is significantly lower than QQQ's -4.41% return. Over the past 10 years, CCASX has underperformed QQQ with an annualized return of 7.57%, while QQQ has yielded a comparatively higher 17.24% annualized return.

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CCASX has a 1.10% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and Invesco QQQ (QQQ). 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 -0.01, which is lower than the QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of CCASX and QQQ, 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 QQQ's dividend yield for the trailing twelve months is around 0.61%.

The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CCASX and QQQ. For additional features, visit the drawdowns tool.

The current volatility for Conestoga Small Cap (CCASX) is 6.56%, while Invesco QQQ (QQQ) has a volatility of 8.24%. This indicates that CCASX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.