Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) | 6.41% | 17.65% | 18.67% | 7.78% | 12.60% | 11.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) | 04/01/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.65 | 18.67 | 7.78 | 12.60 | 11.79 | NA | … | … | 6.41 | 12.41 | 20.56 | 32.12 | -27.51 | 13.67 | 21.00 | 34.64 | -0.12 | 25.22 | 4.48 | 1.78 | 8.98 | 28.84 | 11.81 | 2.79 | 10.18 | 33.50 |
| Sharpe Ratio | NA | 1.22 | 0.94 | 0.27 | 0.54 | NA | NA | … | … | 0.87 | 0.47 | 1.01 | 1.98 | -1.07 | 0.72 | 0.58 | 2.44 | -0.08 | 3.47 | 0.33 | 0.11 | 0.72 | 2.63 | 0.89 | 0.12 | 0.59 | 2.49 |
| Standard Deviation(%) | NA | 13.60 | 17.25 | 19.92 | 20.15 | NA | NA | … | … | 15.73 | 20.29 | 16.74 | 14.53 | 27.13 | 18.87 | 35.84 | 13.57 | 19.26 | 7.11 | 13.07 | 15.33 | 12.44 | 10.95 | 13.25 | 23.08 | 17.10 | 18.70 |
| Draw Down(%) | NA | 13.38 | 24.77 | 36.61 | 36.61 | NA | NA | … | … | 12.21 | 20.55 | 9.99 | 9.32 | 29.99 | 13.31 | 30.32 | 6.26 | 20.16 | 2.14 | 9.76 | 12.10 | 8.25 | 5.48 | 9.96 | 17.97 | 15.03 | 6.99 |
| Yield(%) | 0.00 | 7.59 | 7.08 | 3.74 | 5.73 | 6.65 | 7.57 | … | … | 0.00 | 7.73 | 6.84 | 4.38 | 0.23 | 0.00 | 0.04 | 9.38 | 5.88 | 1.82 | 0.95 | 3.04 | 6.89 | 2.13 | 0.51 | 0.54 | 0.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) |
-1.05%
Sep 2020 – Sep 2023 |
5.25%
Feb 2018 – Feb 2023 |
9.06%
Sep 2012 – Sep 2022 |
10.43%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) |
22.96%
Oct 2018 – Oct 2021 |
20.60%
Oct 2016 – Oct 2021 |
16.18%
Aug 2010 – Aug 2020 |
12.86%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart