Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) | 8.20% | 16.42% | 15.76% | 7.59% | 11.09% | 12.04% | NA | 13.01% |
Data as of 07/25/2025, AR inception is 04/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAMLX (CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS) | 04/01/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 16.42 | 15.76 | 7.59 | 11.09 | 12.04 | NA | 13.01 | 8.20 | 14.16 | 28.05 | -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 | 0.58 | 0.63 | 0.27 | 0.47 | NA | NA | 0.63 | 0.49 | 0.47 | 1.64 | -1.07 | 0.72 | 0.58 | 2.45 | -0.07 | 3.47 | 0.33 | 0.11 | 0.72 | 2.63 | 0.89 | 0.12 | 0.59 | 2.49 |
| Standard Deviation(%) | NA | 22.73 | 19.55 | 20.93 | 20.35 | NA | NA | 18.79 | 24.76 | 16.08 | 14.64 | 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 | 24.77 | 24.77 | 36.61 | 36.61 | NA | NA | 36.61 | 20.55 | 10.24 | 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 | 6.02 | 2.87 | 1.61 | 3.67 | 5.33 | 5.14 | 6.42 | 0.00 | 6.84 | 0.38 | 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 07/25/2025, AR inception 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 |
10.48%
Mar 2010 - Mar 2025 |
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 |
12.36%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart