CCMMX vs. CMCMX

Last updated Apr 1, 2026

Compare and contrast key facts about Conestoga Mid Cap Fund (CCMMX) and Conestoga Micro Cap Fund (CMCMX).

CCMMX is managed by Conestoga Capital Advisors. It was launched on Jun 28, 2021. CMCMX is managed by Conestoga Capital Advisors. It was launched on Dec 17, 2021.

Performance

CCMMX vs. CMCMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga Mid Cap Fund (CCMMX) and Conestoga Micro Cap Fund (CMCMX). The values are adjusted to include any dividend payments, if applicable.

CCMMX vs. CMCMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
CCMMX Conestoga Mid Cap Fund	0.14%	-2.22%	3.84%	22.45%	-2.36%
CMCMX Conestoga Micro Cap Fund	-10.23%	16.41%	13.03%	-2.75%	3.42%

Returns By Period

CCMMX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CMCMX

• 1D: -0.84%
• 1M: -8.94%
• YTD: -10.23%
• 6M: -11.85%
• 1Y: 13.92%
• 3Y*: 3.78%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CCMMX vs. CMCMX - Expense Ratio Comparison

CCMMX has a 1.05% expense ratio, which is lower than CMCMX's 1.50% expense ratio.

CMCMX

Conestoga Micro Cap Fund

CCMMX

Conestoga Mid Cap Fund

Return for Risk

CCMMX vs. CMCMX — Risk / Return Rank

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

CMCMX

CMCMX Risk / Return Rank: 21
CMCMX Sharpe Ratio Rank: 20
CMCMX Sortino Ratio Rank: 25
CMCMX Omega Ratio Rank: 17
CMCMX Calmar Ratio Rank: 22
CMCMX Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CCMMX vs. CMCMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conestoga Mid Cap Fund (CCMMX) and Conestoga Micro Cap Fund (CMCMX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	CCMMX	CMCMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.54	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.18	—

Correlation

The correlation between CCMMX and CMCMX is 0.74, 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.

Dividends

CCMMX vs. CMCMX - Dividend Comparison

CCMMX's dividend yield for the trailing twelve months is around 0.36%, less than CMCMX's 1.15% yield.

	TTM	2025
CCMMX Conestoga Mid Cap Fund	0.36%	0.00%
CMCMX Conestoga Micro Cap Fund	1.15%	1.03%

Drawdowns

Drawdown Indicators

	CCMMX	CMCMX	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.11%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.58%	—
Current Drawdown Current decline from peak	—	-16.58%	—
Average Drawdown Average peak-to-trough decline	—	-12.10%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.46%	—

Volatility

Volatility by Period

	CCMMX	CMCMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.76%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	24.34%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	25.49%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	25.49%	—