Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCALX (CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS) | 2.84% | -2.26% | 2.87% | -0.10% | 9.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCALX (CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS) | 08/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | -2.26 | 2.87 | -0.10 | 9.35 | NA | NA | … | … | 2.84 | -13.22 | 8.96 | 22.36 | -28.16 | 16.25 | 30.59 | 25.42 | 0.81 | 28.74 | 14.30 | 8.25 | 5.18 |
| Sharpe Ratio | NA | -0.30 | -0.02 | -0.14 | 0.36 | NA | NA | … | … | 0.00 | -0.74 | 0.28 | 1.05 | -1.00 | 0.93 | 0.86 | 1.48 | -0.03 | 2.41 | 0.80 | 0.49 | 0.76 |
| Standard Deviation(%) | NA | 18.71 | 19.88 | 21.73 | 21.54 | NA | NA | … | … | 20.42 | 22.20 | 19.29 | 18.05 | 29.78 | 17.36 | 35.24 | 16.24 | 18.14 | 11.72 | 17.64 | 16.73 | 18.76 |
| Draw Down(%) | NA | 14.47 | 27.69 | 38.06 | 38.06 | NA | NA | … | … | 14.47 | 24.72 | 8.46 | 15.83 | 34.67 | 9.69 | 32.18 | 8.32 | 26.07 | 3.90 | 17.18 | 12.37 | 10.14 |
| Yield(%) | 0.00 | 4.90 | 2.11 | 2.77 | 4.51 | 3.55 | 2.66 | … | … | 0.00 | 4.63 | 0.00 | 1.02 | 2.81 | 5.82 | 0.00 | 2.61 | 1.43 | 6.79 | 1.37 | 2.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCALX (CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS) |
-3.12%
Oct 2021 – Oct 2024 |
-1.88%
Mar 2021 – Mar 2026 |
8.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCALX (CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS) |
25.75%
Sep 2015 – Sep 2018 |
23.21%
Feb 2016 – Feb 2021 |
12.39%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart