CSMCX vs. HRSMX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Hood River Small-Cap Growth Fund (HRSMX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or HRSMX.
Key characteristics
| CSMCX | HRSMX | |
|---|---|---|
| YTD Return | 24.68% | 40.87% |
| 1Y Return | 42.24% | 66.11% |
| 3Y Return (Ann) | -2.81% | -1.59% |
| 5Y Return (Ann) | 10.19% | 15.34% |
| 10Y Return (Ann) | 3.59% | 10.32% |
| Sharpe Ratio | 2.12 | 3.00 |
| Sortino Ratio | 2.95 | 3.83 |
| Omega Ratio | 1.36 | 1.48 |
| Calmar Ratio | 1.10 | 1.54 |
| Martin Ratio | 14.38 | 20.32 |
| Ulcer Index | 2.87% | 3.32% |
| Daily Std Dev | 19.46% | 22.48% |
| Max Drawdown | -59.87% | -65.94% |
| Current Drawdown | -9.59% | -4.93% |
Correlation
The correlation between CSMCX and HRSMX is 0.91, 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.
Performance
CSMCX vs. HRSMX - Performance Comparison
In the year-to-date period, CSMCX achieves a 24.68% return, which is significantly lower than HRSMX's 40.87% return. Over the past 10 years, CSMCX has underperformed HRSMX with an annualized return of 3.59%, while HRSMX has yielded a comparatively higher 10.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSMCX vs. HRSMX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than HRSMX's 1.09% expense ratio.
Risk-Adjusted Performance
CSMCX vs. HRSMX - Risk-Adjusted Performance Comparison
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.
Dividends
CSMCX vs. HRSMX - Dividend Comparison
Neither CSMCX nor HRSMX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
HRSMX Hood River Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSMCX vs. HRSMX - Drawdown Comparison
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.
Volatility
CSMCX vs. HRSMX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) and Hood River Small-Cap Growth Fund (HRSMX) have volatilities of 6.48% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.