IMIDX vs. SSMHX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. SSMHX is managed by State Street. It was launched on Aug 11, 2015.
Performance
IMIDX vs. SSMHX - Performance Comparison
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IMIDX vs. SSMHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | -2.83% | -4.88% | 18.11% | 16.29% | -26.94% | 29.42% | 30.57% | 42.36% | -4.98% | 15.91% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | -4.45% | 12.90% | 10.73% | 25.21% | -25.43% | 13.08% | 32.46% | 28.00% | -9.21% | 18.26% |
Returns By Period
In the year-to-date period, IMIDX achieves a -2.83% return, which is significantly higher than SSMHX's -4.45% return. Both investments have delivered pretty close results over the past 10 years, with IMIDX having a 10.30% annualized return and SSMHX not far ahead at 10.38%.
IMIDX
- 1D
- -2.11%
- 1M
- -8.66%
- YTD
- -2.83%
- 6M
- -9.79%
- 1Y
- 3.14%
- 3Y*
- 5.88%
- 5Y*
- 2.23%
- 10Y*
- 10.30%
SSMHX
- 1D
- -0.92%
- 1M
- -8.01%
- YTD
- -4.45%
- 6M
- -3.94%
- 1Y
- 17.75%
- 3Y*
- 12.19%
- 5Y*
- 3.29%
- 10Y*
- 10.38%
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IMIDX vs. SSMHX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than SSMHX's 0.02% expense ratio.
Return for Risk
IMIDX vs. SSMHX — Risk / Return Rank
IMIDX
SSMHX
IMIDX vs. SSMHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX). 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.
| IMIDX | SSMHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.78 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.23 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 1.02 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.35 | 4.33 | -3.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IMIDX | SSMHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.78 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.15 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.47 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.40 | +0.19 |
Correlation
The correlation between IMIDX and SSMHX is 0.89, 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
IMIDX vs. SSMHX - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 13.66%, more than SSMHX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 13.66% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 7.46% | 7.12% | 0.00% | 1.56% | 2.31% | 16.30% | 2.91% | 3.65% | 6.43% | 4.01% | 1.71% | 0.73% |
Drawdowns
IMIDX vs. SSMHX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, smaller than the maximum SSMHX drawdown of -41.61%. Use the drawdown chart below to compare losses from any high point for IMIDX and SSMHX.
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Drawdown Indicators
| IMIDX | SSMHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -41.61% | +6.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -14.48% | +2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -34.84% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -41.61% | +6.46% |
Current DrawdownCurrent decline from peak | -13.30% | -10.03% | -3.27% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.27% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 3.41% | +1.23% |
Volatility
IMIDX vs. SSMHX - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) has a higher volatility of 6.85% compared to State Street Small/Mid Cap Equity Index Portfolio (SSMHX) at 5.96%. This indicates that IMIDX's price experiences larger fluctuations and is considered to be riskier than SSMHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMIDX | SSMHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 5.96% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 13.52% | 12.78% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 22.45% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 22.38% | -1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 22.33% | -1.40% |