Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMIDX (CONGRESS MID CAP GROWTH FUND RETAIL CLASS) | 13.07% | 12.20% | 7.07% | 1.89% | 9.39% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMIDX (CONGRESS MID CAP GROWTH FUND RETAIL CLASS) | 11/02/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 12.20 | 7.07 | 1.89 | 9.39 | NA | NA | … | … | 13.07 | -14.47 | -8.36 | 8.63 | -31.00 | 14.42 | 27.48 | 34.10 | -5.23 | 15.58 | 13.11 | -0.15 | 11.22 | 35.72 | 2.32 |
| Sharpe Ratio | NA | 0.64 | 0.21 | -0.02 | 0.37 | NA | NA | … | … | 1.69 | -0.74 | -0.72 | 0.26 | -1.08 | 0.68 | 0.75 | 2.20 | -0.37 | 1.67 | 0.90 | -0.01 | 0.89 | 3.00 | 1.31 |
| Standard Deviation(%) | NA | 18.26 | 21.10 | 22.19 | 21.50 | NA | NA | … | … | 22.31 | 23.69 | 20.83 | 16.85 | 30.21 | 21.30 | 35.96 | 14.85 | 17.80 | 8.99 | 14.39 | 14.24 | 12.64 | 11.89 | 12.16 |
| Draw Down(%) | NA | 12.19 | 31.96 | 35.03 | 35.13 | NA | NA | … | … | 10.62 | 23.51 | 18.40 | 14.94 | 33.17 | 17.96 | 35.13 | 7.25 | 20.24 | 4.53 | 9.98 | 11.70 | 7.95 | 5.17 | 3.67 |
| Yield(%) | 0.00 | 12.11 | 10.38 | 8.11 | 9.66 | 10.65 | 7.99 | … | … | 0.00 | 11.59 | 13.37 | 7.03 | 4.14 | 14.62 | 2.65 | 6.99 | 2.75 | 0.00 | 1.08 | 0.68 | 4.15 | 2.01 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMIDX (CONGRESS MID CAP GROWTH FUND RETAIL CLASS) |
-4.17%
Dec 2021 – Dec 2024 |
0.33%
Mar 2021 – Mar 2026 |
7.74%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMIDX (CONGRESS MID CAP GROWTH FUND RETAIL CLASS) |
31.13%
Dec 2018 – Dec 2021 |
21.75%
Oct 2016 – Oct 2021 |
12.20%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart