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Nasdaq - Delayed Quote USD

Congress Small Cap Growth Institutional (CSMCX)

41.87
-0.89
(-2.08%)
At close: March 28 at 8:03:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.14%
5y Average Return 19.21%
Number of Years Up 22
Number of Years Down 3
Best 1Y Total Return (Mar 27, 2025) 39.39%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 39.39%
Worst 3Y Total Return 1.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSMCX
Category
YTD
-1.11%
12.40%
1-Month
-4.91%
3.37%
3-Month
-9.16%
4.88%
1-Year
14.51%
55.69%
3-Year
6.05%
19.34%
5-Year
16.20%
20.72%
10-Year
11.74%
13.98%
Last Bull Market
29.64%
27.85%
Last Bear Market
-16.03%
-24.06%

Annual Total Return (%) History

Year
CSMCX
Category
2024
18.65%
--
2023
20.27%
--
2022
-26.21%
--
2021
39.39%
--
2020
39.23%
38.62%
2019
24.97%
27.68%
2018
2.42%
-5.76%
2017
22.30%
21.50%

2016
3.02%
11.20%
2015
0.86%
-2.41%
2014
-0.77%
2.44%
2013
35.96%
40.91%
2012
13.02%
13.15%
2011
1.23%
-3.55%
2010
31.84%
26.98%
2009
29.93%
35.46%
2008
-39.30%
-41.55%
2007
2.85%
7.59%
2006
9.58%
10.81%
2005
4.04%
6.02%
2004
12.32%
12.41%
2003
47.29%
45.54%
2002
0.75%
-27.88%
2001
5.80%
-8.91%
2000
54.95%
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.13% 3.11% 9.58% -0.11%
2023 11.43% 6.87% -4.94% 6.24%
2022 -11.85% -16.03% -3.31% 3.10%
2021 11.21% 9.88% 4.37% 9.30%
2020 -18.63% 26.86% 7.14% 25.90%
2019 14.40% 5.51% -2.68% 6.39%
2018 3.37% 6.71% 13.89% -18.47%
2017 7.46% 3.39% 5.36% 4.48%
2016 -6.61% 1.62% 6.01% 2.40%
2015 10.54% 3.49% -14.04% 2.57%

2014 0.95% -0.03% -6.39% 5.03%
2013 10.78% 0.81% 10.35% 10.33%
2012 12.98% -4.16% 4.42% -0.04%
2011 11.65% 1.90% -22.57% 14.91%
2010 6.39% -6.22% 13.65% 16.26%
2009 -9.10% 19.15% 14.06% 5.19%
2008 -10.65% 1.24% -8.55% -26.62%
2007 2.80% 5.45% -2.74% -2.46%
2006 8.46% -5.08% 0.72% 5.67%
2005 0.21% 1.81% 2.31% -0.32%
2004 3.97% 0.22% -2.04% 10.04%
2003 -0.58% 18.25% 9.94% 13.96%
2002 6.25% -3.92% -9.03% 8.49%
2001 -9.08% 14.08% -4.54% 6.87%
2000 11.49% 4.03% 20.67% 10.71%

Rank in Category (By Total Return)

YTD 16
1-Month 13
3-Month 30
1-Year 8
3-Year 12
5-Year 4

Load Adjusted Returns

1-Year 14.51%
3-Year 6.05%
5-Year 16.20%
10-Year 11.74%

Performance & Risk

YTD Return -7.14%
5y Average Return 19.21%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Congress
Net Assets 1.34B
YTD Return -1.11%
Yield 0.00%
Morningstar Rating
Inception Date Dec 09, 1999

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small-capitalization companies. The advisor defines small-capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

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