CSMCX vs. AMAGX

In the year-to-date period, CSMCX achieves a -5.15% return, which is significantly higher than AMAGX's -6.39% return. Over the past 10 years, CSMCX has underperformed AMAGX with an annualized return of 3.22%, while AMAGX has yielded a comparatively higher 8.18% annualized return.

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CSMCX has a 1.00% expense ratio, which is higher than AMAGX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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 CSMCX Sharpe Ratio is 0.19, which is higher than the AMAGX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of CSMCX and AMAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSMCX has not paid dividends to shareholders, while AMAGX's dividend yield for the trailing twelve months is around 4.22%.

The maximum CSMCX drawdown since its inception was -59.87%, roughly equal to the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for CSMCX and AMAGX. For additional features, visit the drawdowns tool.