Nasdaq - Delayed Quote • USD
Congress Small Cap Growth Retail (CSMVX)
At close: 4:42 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 6.98% |
| 5y Average Return | 14.78% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSMVX | Category Average | CSMVX | Category Average | CSMVX | Category Average | |
| Alpha | -6.23 | -0.02 | -0.99 | 0.01 | -1.64 | -0.02 |
| BETA | 1 | 0.01 | 1.04 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 0.26 | 0.02 | 1.14 | 0.02 | 1.02 | 0.01 |
| R-squared | 76.82 | 0.78 | 78.98 | 0.73 | 73.07 | 0.73 |
| Standard Deviation | 20.1 | 0.26 | 21.66 | 0.21 | 19.39 | 0.19 |
| Sharpe Ratio | 0 | 0.01 | 0.53 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | -2.02 | 0.15 | 9.36 | 0.17 | 8.63 | 0.11 |
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