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IMIDX: CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 25.88 0.34(1.33%) May 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (74%) |
Start Date: | 11/02/2012 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 6.65% |
Expenses | 1.03% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 5.1 | 18.9 | 1.4 | 11.9 | 11.1 | 11.0 | 16.3 | -26.9 | 29.4 | 30.6 | 34.5 | -5.0 | 15.9 | 13.4 | 0.1 | 11.5 | 35.9 | 2.4 |
Sharpe Ratio | NA | 0.65 | 1.01 | -0.04 | 0.43 | 0.51 | 0.62 | 0.74 | -0.96 | 1.77 | 0.85 | 2.23 | -0.35 | 1.7 | 0.92 | 0.01 | 0.9 | 3.03 | 1.39 |
Draw Down(%) | NA | 8.7 | 14.9 | 34.9 | 35.1 | 35.1 | 35.1 | 14.9 | 33.0 | 7.5 | 35.1 | 7.3 | 20.2 | 4.5 | 9.9 | 11.7 | 8.0 | 5.1 | 3.7 |
Standard Deviation(%) | NA | 14.8 | 14.9 | 21.2 | 24.1 | 19.7 | 18.9 | 16.4 | 29.6 | 16.6 | 35.7 | 14.8 | 17.8 | 9.0 | 14.4 | 14.2 | 12.7 | 11.8 | 12.0 |
Treynor Ratio | NA | 0.09 | 0.14 | -0.01 | 0.1 | 0.1 | 0.11 | 0.11 | -0.25 | 0.27 | 0.31 | 0.31 | -0.06 | 0.14 | 0.13 | 0.0 | 0.11 | 0.37 | 0.2 |
Alpha | NA | -0.06 | -0.04 | -0.03 | -0.01 | 0.0 | 0.0 | -0.04 | -0.02 | 0.01 | 0.03 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 |
Beta | NA | 1.13 | 1.11 | 1.11 | 1.05 | 1.03 | 1.02 | 1.09 | 1.14 | 1.09 | 0.98 | 1.08 | 1.0 | 1.08 | 0.99 | 0.88 | 1.01 | 0.97 | 0.83 |
RSquared | NA | 0.79 | 0.78 | 0.87 | 0.89 | 0.89 | 0.89 | 0.82 | 0.92 | 0.81 | 0.93 | 0.86 | 0.9 | 0.71 | 0.88 | 0.91 | 0.88 | 0.87 | 0.85 |
Yield(%) | N/A | 0.0 | 6.7 | 7.3 | 8.6 | 7.4 | N/A | 6.9 | 4.0 | 14.4 | 2.6 | 6.9 | 2.7 | 0.0 | 1.3 | 0.8 | 4.3 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 17.9 | N/A | N/A | N/A | N/A | 17.9 | -67.3 | 585.6 | -51.3 | 129.9 | 6413.8 | -95.6 | 56.0 | -80.0 | 177.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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