CSMCX vs. HRSMX

In the year-to-date period, CSMCX achieves a -4.78% return, which is significantly higher than HRSMX's -13.33% return. Over the past 10 years, CSMCX has underperformed HRSMX with an annualized return of 3.25%, while HRSMX has yielded a comparatively higher 6.92% annualized return.

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CSMCX has a 1.00% expense ratio, which is lower than HRSMX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Hood River Small-Cap Growth Fund (HRSMX). 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 0.21, which is higher than the HRSMX Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of CSMCX and HRSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CSMCX nor HRSMX has paid dividends to shareholders.

The maximum CSMCX drawdown since its inception was -59.87%, smaller than the maximum HRSMX drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for CSMCX and HRSMX. For additional features, visit the drawdowns tool.

The current volatility for Congress Small Cap Growth Fund (CSMCX) is 7.29%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 8.52%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.