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CMLIX: CONGRESS LARGE CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 45.61 0.12(0.26%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (11%) |
Start Date: | 05/04/2010 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 4.20% |
Expenses | 0.94% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 11.5 | 35.4 | 9.6 | 16.0 | 13.8 | 13.4 | 32.4 | -24.5 | 25.6 | 31.5 | 35.0 | 0.1 | 23.7 | 4.8 | 2.0 | 9.3 | 29.3 | 11.9 | 3.0 | 9.3 |
Sharpe Ratio | NA | 2.1 | 2.32 | 0.37 | 0.64 | 0.68 | 0.69 | 1.95 | -0.97 | 1.71 | 0.9 | 2.47 | -0.06 | 3.23 | 0.35 | 0.13 | 0.74 | 2.67 | 0.91 | 0.13 | 0.76 |
Draw Down(%) | NA | 6.0 | 8.8 | 30.3 | 30.3 | 30.3 | 30.3 | 9.3 | 29.9 | 7.3 | 30.3 | 6.2 | 20.1 | 2.1 | 9.7 | 12.1 | 8.2 | 5.4 | 10.0 | 17.9 | 11.5 |
Standard Deviation(%) | NA | 14.0 | 13.6 | 19.3 | 22.6 | 18.8 | 18.2 | 14.5 | 26.9 | 15.0 | 34.6 | 13.6 | 19.3 | 7.2 | 13.1 | 15.3 | 12.5 | 10.9 | 13.2 | 23.1 | 18.5 |
Treynor Ratio | NA | 0.4 | 0.43 | 0.1 | 0.19 | 0.16 | 0.16 | 0.39 | -0.37 | 0.42 | 0.33 | 0.54 | -0.01 | 0.31 | 0.05 | 0.02 | 0.1 | 0.33 | 0.14 | 0.04 | 0.16 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.06 | -0.06 | 0.02 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 |
Beta | NA | 0.73 | 0.73 | 0.69 | 0.78 | 0.79 | 0.81 | 0.73 | 0.69 | 0.61 | 0.94 | 0.62 | 0.9 | 0.75 | 0.85 | 0.93 | 0.88 | 0.88 | 0.87 | 0.86 | 0.89 |
RSquared | NA | 0.92 | 0.91 | 0.89 | 0.89 | 0.88 | 0.9 | 0.9 | 0.91 | 0.75 | 0.94 | 0.69 | 0.96 | 0.81 | 0.91 | 0.95 | 0.94 | 0.93 | 0.92 | 0.97 | 0.97 |
Yield(%) | N/A | 0.0 | 4.2 | 6.0 | 8.7 | 8.3 | N/A | 4.5 | 3.4 | 11.9 | 10.1 | 9.7 | 5.9 | 0.3 | 1.3 | 3.3 | 7.2 | 2.4 | 0.8 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -3.6 | 1.5 | 219.1 | N/A | N/A | -4.0 | -66.8 | 38.3 | 32.1 | 53.7 | 2600.0 | -77.8 | -62.0 | -52.7 | 265.9 | 241.7 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2010
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