Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCASX (CONESTOGA SMALL CAP FUND INVESTORS CLASS) | 2.75% | -2.44% | 2.66% | -0.30% | 9.13% | 9.55% | 8.80% | … | … |
Data as of 06/04/2026, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCASX (CONESTOGA SMALL CAP FUND INVESTORS CLASS) | 01/25/2005 | 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 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | -2.44 | 2.66 | -0.30 | 9.13 | 9.55 | 8.80 | … | … | 2.75 | -11.00 | 8.74 | 22.13 | -28.32 | 16.02 | 30.34 | 25.18 | 0.61 | 28.44 | 14.05 | 8.01 | -8.05 | 49.25 | 10.54 | 4.55 | 23.99 | 29.09 | -27.38 | 5.56 | 10.07 | 10.21 |
| Sharpe Ratio | NA | -0.31 | -0.03 | -0.15 | 0.35 | NA | NA | … | … | -0.01 | -0.64 | 0.27 | 1.03 | -1.00 | 0.92 | 0.85 | 1.46 | -0.04 | 2.38 | 0.78 | 0.48 | -0.44 | 3.11 | 0.62 | 0.14 | 1.14 | 1.01 | -0.73 | 0.13 | 0.41 | 0.60 |
| Standard Deviation(%) | NA | 18.71 | 19.88 | 21.73 | 21.54 | NA | NA | … | … | 20.41 | 21.75 | 19.29 | 18.06 | 29.77 | 17.37 | 35.23 | 16.23 | 18.14 | 11.74 | 17.77 | 16.73 | 18.48 | 15.81 | 17.03 | 32.19 | 21.01 | 28.60 | 38.54 | 18.24 | 16.17 | 14.42 |
| Draw Down(%) | NA | 14.51 | 27.74 | 38.14 | 38.14 | NA | NA | … | … | 14.51 | 24.75 | 8.48 | 15.88 | 34.74 | 9.69 | 32.19 | 8.37 | 26.11 | 3.92 | 17.21 | 12.39 | 19.29 | 7.27 | 10.06 | 24.92 | 13.55 | 24.72 | 42.04 | 10.36 | 16.49 | 10.06 |
| Yield(%) | 0.00 | 5.02 | 2.15 | 2.82 | 4.53 | 5.20 | 5.36 | … | … | 0.00 | 4.74 | 0.00 | 1.04 | 2.86 | 5.91 | 0.00 | 2.64 | 1.44 | 6.83 | 1.38 | 2.02 | 0.00 | 2.47 | 0.11 | 2.28 | 0.00 | 0.00 | 0.29 | 2.85 | 0.38 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCASX (CONESTOGA SMALL CAP FUND INVESTORS CLASS) |
-12.75%
Feb 2006 – Feb 2009 |
-2.07%
Mar 2021 – Mar 2026 |
6.81%
Feb 2006 – Feb 2016 |
8.73%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCASX (CONESTOGA SMALL CAP FUND INVESTORS CLASS) |
27.86%
Feb 2009 – Feb 2012 |
25.84%
Feb 2009 – Feb 2014 |
18.44%
Feb 2009 – Feb 2019 |
14.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart