Nasdaq - Delayed Quote USD

Congress Small Cap Growth Retail (CSMVX)

39.15
+0.31
+(0.80%)
At close: 8:04:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.05%
5y Average Return 14.64%
Number of Years Up 21
Number of Years Down 3
Best 1Y Total Return (May 27, 2025) 39.05%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 39.05%
Worst 3Y Total Return 0.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSMVX
Category
YTD
-8.40%
12.40%
1-Month
0.63%
3.37%
3-Month
-11.90%
4.88%
1-Year
8.91%
55.69%
3-Year
5.92%
19.34%
5-Year
15.38%
20.72%
10-Year
10.72%
13.98%
Last Bull Market
29.44%
27.85%
Last Bear Market
-16.07%
-24.06%

Annual Total Return (%) History

Year
CSMVX
Category
2025
--
--
2024
18.37%
--
2023
19.98%
--
2022
-26.38%
--
2021
39.05%
--
2020
38.90%
38.62%
2019
24.67%
27.68%
2018
2.16%
-5.76%

2017
22.04%
21.50%
2016
2.67%
11.20%
2015
0.51%
-2.41%
2014
-1.07%
2.44%
2013
35.56%
40.91%
2012
12.67%
13.15%
2011
0.83%
-3.55%
2010
31.39%
26.98%
2009
29.43%
35.46%
2008
-39.51%
-41.55%
2007
2.48%
7.59%
2006
9.27%
10.81%
2005
3.75%
6.02%
2004
11.93%
12.41%
2003
46.73%
45.54%
2002
0.18%
-27.88%
2001
5.87%
-8.91%
2000
--
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.97% -- -- --
2024 5.06% 3.07% 9.48% -0.15%
2023 11.39% 6.79% -5.01% 6.19%
2022 -11.89% -16.07% -3.39% 3.03%
2021 11.17% 9.80% 4.31% 9.20%
2020 -18.68% 26.82% 7.06% 25.80%
2019 14.37% 5.44% -2.75% 6.31%
2018 3.28% 6.66% 13.81% -18.52%
2017 7.41% 3.38% 5.25% 4.42%
2016 -6.73% 1.58% 5.93% 2.30%

2015 10.40% 3.40% -14.09% 2.49%
2014 0.86% -0.09% -6.49% 4.99%
2013 10.71% 0.73% 10.22% 10.29%
2012 12.93% -4.25% 4.36% -0.15%
2011 11.55% 1.84% -22.64% 14.73%
2010 6.30% -6.30% 13.57% 16.15%
2009 -9.19% 19.02% 13.99% 5.05%
2008 -10.72% 1.16% -8.64% -26.68%
2007 2.72% 5.37% -2.82% -2.57%
2006 8.39% -5.17% 0.65% 5.63%
2005 0.17% 1.74% 2.25% -0.44%
2004 3.85% 0.18% -2.14% 9.94%
2003 -0.58% 17.98% 9.83% 13.90%
2002 6.19% -4.05% -9.24% 8.32%
2001 -8.74% 14.19% -4.74% 6.66%
2000 4.02% 20.47% 10.65% --

Rank in Category (By Total Return)

YTD 20
1-Month 18
3-Month 21
1-Year 10
3-Year 22
5-Year 6

Load Adjusted Returns

1-Year 8.91%
3-Year 5.92%
5-Year 15.38%
10-Year 10.72%

Performance & Risk

YTD Return -2.05%
5y Average Return 14.64%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Congress
Net Assets 1.26B
YTD Return -8.40%
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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