Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMLIX (CONGRESS LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) | 6.52% | 17.94% | 18.93% | 8.04% | 12.73% | 11.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMLIX (CONGRESS LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) | 05/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 17.94 | 18.93 | 8.04 | 12.73 | 11.96 | NA | … | … | 6.52 | 12.70 | 20.84 | 32.36 | -27.32 | 14.01 | 21.34 | 34.97 | 0.14 | 23.73 | 4.75 | 2.05 | 9.27 | 29.27 | 11.94 | 3.04 | 9.25 |
| Sharpe Ratio | NA | 1.24 | 0.96 | 0.28 | 0.55 | NA | NA | … | … | 0.88 | 0.49 | 1.03 | 1.99 | -1.06 | 0.74 | 0.59 | 2.46 | -0.06 | 3.23 | 0.35 | 0.13 | 0.74 | 2.67 | 0.91 | 0.13 | 0.76 |
| Standard Deviation(%) | NA | 13.61 | 17.25 | 19.92 | 20.15 | NA | NA | … | … | 15.73 | 20.31 | 16.77 | 14.52 | 27.13 | 18.86 | 35.82 | 13.59 | 19.27 | 7.18 | 13.09 | 15.33 | 12.45 | 10.94 | 13.22 | 23.07 | 18.55 |
| Draw Down(%) | NA | 13.29 | 24.72 | 36.44 | 36.44 | NA | NA | … | … | 12.17 | 20.51 | 9.98 | 9.33 | 29.85 | 13.25 | 30.29 | 6.24 | 20.11 | 2.14 | 9.71 | 12.09 | 8.20 | 5.43 | 9.96 | 17.88 | 11.49 |
| Yield(%) | 0.00 | 7.52 | 7.13 | 3.84 | 5.80 | 6.82 | 5.77 | … | … | 0.00 | 7.67 | 6.89 | 4.56 | 0.45 | 0.15 | 0.29 | 9.68 | 5.92 | 0.29 | 1.27 | 3.31 | 7.18 | 2.40 | 0.76 | 0.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLIX (CONGRESS LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) |
-0.77%
Sep 2020 – Sep 2023 |
5.53%
Feb 2018 – Feb 2023 |
9.20%
Sep 2012 – Sep 2022 |
10.60%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLIX (CONGRESS LARGE CAP GROWTH FUND INSTITUTIONAL CLASS) |
23.29%
Oct 2018 – Oct 2021 |
20.56%
Oct 2016 – Oct 2021 |
16.21%
Aug 2010 – Aug 2020 |
12.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart