Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMIDX (CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 16.54% | 15.42% | 8.38% | 2.69% | 9.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMIDX (CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS) | 11/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 15.42 | 8.38 | 2.69 | 9.98 | NA | NA | … | … | 16.54 | -13.82 | -7.72 | 9.13 | -30.78 | 15.00 | 27.83 | 34.45 | -5.01 | 15.92 | 13.37 | 0.10 | 11.49 | 35.88 | 2.42 |
| Sharpe Ratio | NA | 0.65 | 0.23 | -0.01 | 0.39 | NA | NA | … | … | 1.71 | -0.72 | -0.70 | 0.29 | -1.07 | 0.71 | 0.76 | 2.23 | -0.36 | 1.70 | 0.92 | 0.01 | 0.90 | 3.03 | 1.39 |
| Standard Deviation(%) | NA | 18.25 | 20.93 | 22.09 | 21.45 | NA | NA | … | … | 22.31 | 23.44 | 20.58 | 16.78 | 30.17 | 21.13 | 35.97 | 14.80 | 17.82 | 9.03 | 14.36 | 14.20 | 12.69 | 11.82 | 11.99 |
| Draw Down(%) | NA | 12.10 | 31.62 | 34.88 | 35.15 | NA | NA | … | … | 10.59 | 23.49 | 18.01 | 14.86 | 33.05 | 17.74 | 35.15 | 7.25 | 20.23 | 4.55 | 9.93 | 11.72 | 7.99 | 5.07 | 3.67 |
| Yield(%) | 0.00 | 11.62 | 10.11 | 7.95 | 9.63 | 10.70 | 8.03 | … | … | 0.00 | 11.18 | 12.99 | 6.85 | 4.05 | 14.38 | 2.61 | 6.94 | 2.74 | 0.05 | 1.27 | 0.80 | 4.30 | 2.01 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IMIDX (CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
-3.93%
Dec 2021 – Dec 2024 |
0.57%
Mar 2021 – Mar 2026 |
8.02%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMIDX (CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS) |
31.46%
Dec 2018 – Dec 2021 |
22.06%
Oct 2016 – Oct 2021 |
12.46%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart