Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCSMX (CONESTOGA SMID CAP FUND INVESTORS CLASS) | -6.75% | -10.82% | 2.60% | -1.26% | 9.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCSMX (CONESTOGA SMID CAP FUND INVESTORS CLASS) | 01/23/2014 | 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 (%) | -0.05 | -10.82 | 2.60 | -1.26 | 9.40 | NA | NA | … | … | -6.75 | -5.91 | 10.44 | 25.77 | -29.47 | 15.26 | 28.44 | 33.47 | -0.08 | 34.10 | 10.35 | -0.11 | -7.82 |
| Sharpe Ratio | NA | -0.72 | -0.01 | -0.19 | 0.39 | NA | NA | … | … | -1.06 | -0.45 | 0.40 | 1.29 | -1.06 | 0.92 | 0.83 | 2.22 | -0.08 | 3.16 | 0.59 | -0.01 | -0.51 |
| Standard Deviation(%) | NA | 16.60 | 17.98 | 20.44 | 20.44 | NA | NA | … | … | 17.75 | 19.81 | 17.15 | 17.25 | 29.28 | 16.48 | 33.96 | 14.40 | 18.17 | 10.64 | 17.27 | 15.40 | 16.28 |
| Draw Down(%) | NA | 18.40 | 25.00 | 37.34 | 37.34 | NA | NA | … | … | 17.31 | 19.18 | 9.16 | 15.35 | 34.18 | 9.33 | 35.49 | 6.27 | 27.11 | 3.19 | 16.45 | 13.25 | 16.75 |
| Yield(%) | 0.00 | 2.04 | 0.82 | 0.43 | 0.99 | 0.62 | 0.47 | … | … | 0.00 | 2.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.76 | 1.03 | 0.43 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSMX (CONESTOGA SMID CAP FUND INVESTORS CLASS) |
-2.99%
Apr 2021 – Apr 2024 |
-1.96%
Apr 2021 – Apr 2026 |
9.45%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSMX (CONESTOGA SMID CAP FUND INVESTORS CLASS) |
25.49%
Dec 2018 – Dec 2021 |
24.12%
Oct 2016 – Oct 2021 |
12.08%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart