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Congress Small Cap Growth Fund - Retail Class: (MF: CSMVX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$37.66 USD
+0.68 (1.84%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.97 | 57 |
| 3 months | -8.97 | 57 |
| 6 months | -9.10 | 58 |
| 1 Year | 2.56 | 6 |
| 3 Year | 2.60 | 28 |
| 5 Year | 17.71 | 17 |
| 10 Year | 10.32 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.66 |
| Bear Market (10/07 - 2/09) | -50.93 |
| Bull Market (2/09 - 3/21) | 926.04 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.56 |
| 5 Year | 17.71 |
| 10 Year | 10.32 |
| Since Inception | 11.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.97 | NA | NA | NA |
| 2024 | 5.05 | 3.06 | 9.47 | -0.15 |
| 2023 | 11.39 | 6.78 | -5.01 | 6.18 |
| 2022 | -11.88 | -16.06 | -3.39 | 3.03 |
| 2021 | 11.17 | 9.80 | 4.31 | 9.19 |
| 2020 | -18.67 | 26.81 | 7.06 | 25.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.97 | 18.36 | 19.97 | -26.38 | 39.04 | 38.89 | 24.67 | 2.14 | 22.05 | 2.67 | 0.51 |
| % Total Return Rel to Index | -4.70 | -6.65 | -6.26 | -8.17 | 10.36 | 20.49 | -6.81 | 6.53 | 0.25 | -9.26 | -0.87 |
| % Total Return Rel to Peer | -0.47 | 6.44 | 3.90 | -6.86 | 19.73 | 19.89 | -0.75 | 12.91 | 6.45 | -13.27 | 5.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 6.81 | 2.57 | 2.27 | 2.45 | 3.00 | 0.00 | 6.34 |
| Expense Ratio | 0.00 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.21 | 1.33 | 1.53 | 1.46 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%