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Conestoga Small Cap Fund: (MF: CCASX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$74.50 USD

+0.43 (0.58%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 6.17 86
3 months 7.91 12
6 months 4.88 79
1 Year 11.05 90
3 Year -1.34 75
5 Year 7.89 80
10 Year 11.04 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -42.31
Bull Market (2/09 - 3/21) 739.38

Load Adjusted Returns as of Aug 31, 2024

1 Year 1.20
5 Year 5.61
10 Year 9.67
Since Inception 9.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.55 -5.70 NA NA
2023 12.44 4.77 -6.64 11.02
2022 -15.32 -16.28 -4.29 5.76
2021 2.91 3.38 3.98 4.96
2020 -19.32 26.42 2.66 24.46
2019 12.86 9.33 -3.68 5.32

Annual Return

20242023202220212020201920182017201620152014
% Total Return 6.1722.11-28.2416.1330.3425.180.6028.4414.076.05-8.04
% Total Return Rel to Index -13.36-4.13-10.03-12.5511.94-6.305.006.642.134.66-21.69
% Total Return Rel to Peer -4.386.03-8.72-3.1811.34-0.2511.3812.84-1.8710.77-10.72
% Perf Quintile vs Peer* 0.001.005.004.002.003.001.001.004.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.612.434.500.001.270.712.760.480.000.00
Expense Ratio 1.101.101.101.101.101.101.101.101.101.101.10

* 1 = Top 20%, 5 = Bottom 20%