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CCMMX vs. VMGMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCMMX vs. VMGMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga Mid Cap Fund (CCMMX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). The values are adjusted to include any dividend payments, if applicable.

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CCMMX vs. VMGMX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CCMMX
Conestoga Mid Cap Fund
0.14%-2.22%3.84%22.45%-30.34%6.80%
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares
-7.61%10.69%15.65%23.93%-28.84%7.42%

Returns By Period


CCMMX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

VMGMX

1D
3.15%
1M
-7.31%
YTD
-7.61%
6M
-12.10%
1Y
5.25%
3Y*
10.47%
5Y*
4.04%
10Y*
10.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCMMX vs. VMGMX - Expense Ratio Comparison

CCMMX has a 1.05% expense ratio, which is higher than VMGMX's 0.07% expense ratio.


Return for Risk

CCMMX vs. VMGMX — Risk / Return Rank

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

CCMMX

VMGMX
VMGMX Risk / Return Rank: 1212
Overall Rank
VMGMX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VMGMX Sortino Ratio Rank: 1111
Sortino Ratio Rank
VMGMX Omega Ratio Rank: 1010
Omega Ratio Rank
VMGMX Calmar Ratio Rank: 1313
Calmar Ratio Rank
VMGMX Martin Ratio Rank: 1313
Martin Ratio Rank
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. VMGMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conestoga Mid Cap Fund (CCMMX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.

CCMMX vs. VMGMX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CCMMXVMGMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

Correlation

The correlation between CCMMX and VMGMX is 0.87, 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. VMGMX - Dividend Comparison

CCMMX's dividend yield for the trailing twelve months is around 0.36%, less than VMGMX's 0.71% yield.


TTM20252024202320222021202020192018201720162015
CCMMX
Conestoga Mid Cap Fund
0.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares
0.71%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.82%

Drawdowns

CCMMX vs. VMGMX - Drawdown Comparison


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Drawdown Indicators


CCMMXVMGMXDifference

Max Drawdown

Largest peak-to-trough decline

-37.17%

Max Drawdown (1Y)

Largest decline over 1 year

-15.95%

Max Drawdown (5Y)

Largest decline over 5 years

-37.17%

Max Drawdown (10Y)

Largest decline over 10 years

-37.17%

Current Drawdown

Current decline from peak

-13.31%

Average Drawdown

Average peak-to-trough decline

-7.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.11%

Volatility

CCMMX vs. VMGMX - Volatility Comparison


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Volatility by Period


CCMMXVMGMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.47%

Volatility (6M)

Calculated over the trailing 6-month period

12.40%

Volatility (1Y)

Calculated over the trailing 1-year period

21.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.93%