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CCSMX vs. CTIGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCSMX vs. CTIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga SMid Cap Fund (CCSMX) and Calamos Timpani SMID Growth Fund (CTIGX). The values are adjusted to include any dividend payments, if applicable.

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CCSMX vs. CTIGX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CCSMX
Conestoga SMid Cap Fund
-10.22%-5.91%10.44%25.77%-29.47%15.26%28.44%2.38%
CTIGX
Calamos Timpani SMID Growth Fund
0.46%21.21%44.09%12.26%-34.88%7.64%58.94%-3.80%

Returns By Period

In the year-to-date period, CCSMX achieves a -10.22% return, which is significantly lower than CTIGX's 0.46% return.


CCSMX

1D
2.27%
1M
-9.03%
YTD
-10.22%
6M
-12.41%
1Y
-10.82%
3Y*
2.26%
5Y*
-1.70%
10Y*
9.52%

CTIGX

1D
5.87%
1M
-6.37%
YTD
0.46%
6M
4.63%
1Y
39.29%
3Y*
23.19%
5Y*
5.06%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCSMX vs. CTIGX - Expense Ratio Comparison

Both CCSMX and CTIGX have an expense ratio of 1.10%.


Return for Risk

CCSMX vs. CTIGX — Risk / Return Rank

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

CCSMX
CCSMX Risk / Return Rank: 11
Overall Rank
CCSMX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
CCSMX Sortino Ratio Rank: 11
Sortino Ratio Rank
CCSMX Omega Ratio Rank: 11
Omega Ratio Rank
CCSMX Calmar Ratio Rank: 11
Calmar Ratio Rank
CCSMX Martin Ratio Rank: 11
Martin Ratio Rank

CTIGX
CTIGX Risk / Return Rank: 7878
Overall Rank
CTIGX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
CTIGX Sortino Ratio Rank: 7171
Sortino Ratio Rank
CTIGX Omega Ratio Rank: 6060
Omega Ratio Rank
CTIGX Calmar Ratio Rank: 9595
Calmar Ratio Rank
CTIGX Martin Ratio Rank: 9393
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.

CCSMX vs. CTIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conestoga SMid Cap Fund (CCSMX) and Calamos Timpani SMID Growth Fund (CTIGX). 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.


CCSMXCTIGXDifference

Sharpe ratio

Return per unit of total volatility

-0.50

1.37

-1.87

Sortino ratio

Return per unit of downside risk

-0.63

1.93

-2.56

Omega ratio

Gain probability vs. loss probability

0.93

1.25

-0.33

Calmar ratio

Return relative to maximum drawdown

-0.55

3.51

-4.06

Martin ratio

Return relative to average drawdown

-1.59

12.62

-14.21

CCSMX vs. CTIGX - Sharpe Ratio Comparison

The current CCSMX Sharpe Ratio is -0.50, which is lower than the CTIGX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of CCSMX and CTIGX, 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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Sharpe Ratios by Period


CCSMXCTIGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.50

1.37

-1.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.19

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.41

-0.07

Correlation

The correlation between CCSMX and CTIGX is 0.84, 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

CCSMX vs. CTIGX - Dividend Comparison

CCSMX's dividend yield for the trailing twelve months is around 2.43%, less than CTIGX's 4.57% yield.


TTM202520242023202220212020201920182017
CCSMX
Conestoga SMid Cap Fund
2.43%2.18%0.00%0.00%0.00%0.00%0.00%1.33%1.04%0.33%
CTIGX
Calamos Timpani SMID Growth Fund
4.57%4.59%2.80%0.00%0.00%11.76%0.00%0.00%0.00%0.00%

Drawdowns

CCSMX vs. CTIGX - Drawdown Comparison

The maximum CCSMX drawdown since its inception was -37.34%, smaller than the maximum CTIGX drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for CCSMX and CTIGX.


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Drawdown Indicators


CCSMXCTIGXDifference

Max Drawdown

Largest peak-to-trough decline

-37.34%

-46.26%

+8.92%

Max Drawdown (1Y)

Largest decline over 1 year

-18.40%

-11.56%

-6.84%

Max Drawdown (5Y)

Largest decline over 5 years

-37.34%

-46.26%

+8.92%

Max Drawdown (10Y)

Largest decline over 10 years

-37.34%

Current Drawdown

Current decline from peak

-23.26%

-6.37%

-16.89%

Average Drawdown

Average peak-to-trough decline

-10.07%

-19.05%

+8.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.33%

3.21%

+3.12%

Volatility

CCSMX vs. CTIGX - Volatility Comparison

The current volatility for Conestoga SMid Cap Fund (CCSMX) is 5.59%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 12.85%. This indicates that CCSMX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCSMXCTIGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.59%

12.85%

-7.26%

Volatility (6M)

Calculated over the trailing 6-month period

12.23%

20.84%

-8.61%

Volatility (1Y)

Calculated over the trailing 1-year period

20.30%

28.76%

-8.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.46%

26.85%

-6.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.37%

29.11%

-8.74%