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Congress Large Cap Growth Institutional (CMLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.61+0.12 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.46%
5-year average return15.97%
Number of years up68
Number of years down27
Best 1-yr total return (16 May 2024)34.97%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return34.97%
Worst 3-yr total return7.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMLIXCategory
YTD5.01%12.38%
1-month-4.38%5.09%
3-month2.90%10.28%
1-year28.44%41.70%
3-year6.71%22.56%
5-year14.03%21.98%
10-year13.69%15.99%
Last bull market25.02%25.99%
Last bear market-17.58%-17.29%

Annual total return (%) history

Year
CMLIXCategory
2024
N/AN/A
2023
32.31%N/A
2022
-24.84%N/A
2021
25.84%N/A
2020
31.70%35.86%
2019
34.97%31.90%
2018
0.14%-2.09%
2017
27.88%27.67%
2016
0.66%3.23%
2015
8.00%3.60%
2014
13.40%10.00%
2013
32.96%33.92%
2012
13.70%15.34%
2011
0.49%-2.46%
2010
14.99%15.53%
2009
27.15%35.68%
2008
-36.25%-40.67%
2007
6.67%13.35%
2006
10.02%7.05%
2005
6.34%6.71%
2004
12.51%7.81%
2003
25.03%28.66%
2002
-12.57%-27.64%
2001
-2.52%-22.30%
2000
37.44%-13.05%
1999
-12.38%38.87%
1998
7.00%34.55%
1997
50.13%26.36%
1996
17.16%19.76%
1995
35.23%32.65%
1994
-3.90%-2.45%
1993
-0.36%8.69%
1992
26.99%5.92%
1991
31.51%40.07%
1990
-7.84%-3.78%
1989
41.64%27.76%
1988
15.69%12.55%
1987
-8.02%1.56%
1986
9.61%14.05%
1985
43.40%28.64%
1984
15.48%-3.94%
1983
21.00%18.56%
1982
11.00%32.75%
1981
20.18%-2.13%
1980
6.40%40.60%
1979
21.67%32.37%
1978
9.91%15.06%
1977
-2.11%2.56%
1976
36.77%22.23%
1975
14.28%35.35%
1974
-31.96%-31.34%
1973
-13.23%-28.56%
1972
20.43%19.23%
1971
30.66%24.89%
1970
7.52%-10.89%
1969
-9.73%-9.80%
1968
42.16%15.14%
1967
-9.39%42.77%
1966
-18.34%-6.98%
1965
-2.76%21.58%
1964
0.85%10.60%
1963
19.77%18.94%
1962
-6.76%-18.01%
1961
57.51%26.01%
1960
20.50%5.60%
1959
5.21%16.68%
1958
43.24%44.67%
1957
-0.56%-15.41%
1956
-11.19%9.71%
1955
10.07%20.69%
1954
47.55%47.17%
1953
10.96%-2.95%
1952
27.24%6.47%
1951
8.58%18.43%
1950
10.47%29.37%
1949
21.78%17.04%
1948
15.72%-1.13%
1947
-2.70%-0.18%
1946
-8.30%-8.13%
1945
20.69%34.51%
1944
12.17%23.00%
1943
17.34%36.24%
1942
7.29%33.41%
1941
-1.22%1.63%
1940
2.48%-8.06%
1939
13.13%0.64%
1938
21.32%15.95%
1937
-24.02%-31.59%
1936
0.06%40.08%
1935
40.02%19.40%
1934
39.90%20.91%
1933
1.35%47.42%
1932
-3.95%-15.29%
1931
-44.39%-44.21%
1930
-29.42%-28.31%
1929
-5.60%-4.31%
1928
N/A48.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.82%N/AN/AN/A
20236.56%12.16%-1.31%12.17%
2022-10.54%-17.58%-4.68%6.94%
20211.36%10.67%0.80%11.29%
2020-12.69%26.18%10.16%8.51%
201916.48%5.11%2.76%7.28%
20183.53%3.97%7.85%-13.73%
20178.70%5.58%4.90%6.22%
2016-0.93%-0.30%1.64%0.26%
20155.17%0.24%-4.28%7.01%
20141.69%5.10%0.29%5.80%
20138.06%2.62%8.37%10.63%
201216.14%-9.07%8.56%-0.82%
20116.31%0.65%-15.23%10.78%
20104.49%-11.83%12.65%10.81%
2009-5.29%11.97%12.46%6.62%
2008-11.37%0.07%-8.28%-21.64%
2007-0.36%5.45%2.17%-0.63%
20061.40%-1.78%5.49%4.72%
2005-3.19%4.13%1.07%4.37%
20046.33%0.55%-2.43%7.86%
2003-2.41%13.42%3.11%9.54%
20023.33%-3.60%-15.08%3.37%
2001-7.63%8.04%-5.82%3.73%
20000.55%-2.22%26.94%10.12%
1999-2.04%3.91%-19.82%7.35%
19989.49%1.93%-17.41%16.07%
19973.87%19.89%9.82%9.78%
1996-0.86%1.73%3.35%12.41%
19959.46%3.86%11.57%6.61%
1994-5.66%0.39%1.55%-0.08%
19935.30%-2.47%6.15%-8.60%
1992-1.47%7.02%10.38%9.11%
199117.06%-0.73%-0.16%13.34%
1990-5.25%3.53%-18.83%15.75%
198911.97%7.51%11.58%5.45%
19887.38%4.04%7.02%-3.24%
198710.05%-2.26%4.37%-18.07%
198620.30%0.79%-7.91%-1.83%
198514.91%11.32%-7.63%21.36%
19843.79%-9.98%12.56%9.80%
198311.98%2.86%1.80%3.19%
19821.96%-13.50%7.88%16.67%
198112.23%7.34%-8.61%9.15%
1980-9.48%15.29%5.07%-2.97%
197911.34%6.35%6.11%-3.16%
1978-3.61%11.70%8.83%-6.20%
1977-11.72%15.05%-3.65%0.03%
197612.46%0.35%11.68%8.51%
197511.78%14.61%-20.66%12.43%
1974-9.62%-20.24%-25.76%27.15%
1973-13.54%-7.86%16.72%-6.69%
19725.09%0.03%4.59%9.53%
197117.03%5.08%5.65%0.57%
19704.46%-20.06%16.78%10.26%
1969-4.91%-9.53%7.22%-2.14%
1968-5.77%31.07%9.87%4.76%
19671.69%-3.17%-0.66%-7.37%
1966-14.01%-8.19%-11.96%17.49%
1965-2.44%-8.59%2.51%6.37%
19646.83%0.43%0.43%-6.42%
19636.61%4.71%4.78%2.39%
19623.16%-27.78%5.86%18.23%
196116.17%12.29%14.88%5.10%
19606.92%-0.90%-0.92%14.77%
19591.09%-3.33%0.56%7.06%
19589.69%2.75%7.02%18.75%
19575.71%3.80%-5.94%-3.65%
19561.52%-8.84%-5.38%1.42%
19553.19%16.96%-9.62%0.92%
19544.72%12.95%6.82%16.78%
1953-2.16%-6.14%4.20%15.96%
19524.36%6.61%0.47%13.83%
19510.54%-0.40%7.91%0.48%
19503.03%-4.53%5.96%6.00%
19493.39%-5.38%14.57%8.66%
19483.06%4.05%-0.67%8.65%
1947-1.87%-1.52%-2.44%3.20%
19463.27%-3.03%-11.52%3.50%
19453.83%6.14%0.87%8.57%
19441.28%2.61%1.85%5.98%
194311.88%4.68%1.88%-1.66%
1942-9.80%5.15%8.54%4.21%
1941-0.55%2.96%7.06%-9.90%
19402.53%-12.68%7.07%6.90%
1939-2.71%5.26%2.43%7.85%
1938-10.32%27.69%-0.60%6.58%
19371.93%-8.58%-7.95%-11.42%
1936-2.02%-1.67%-0.66%4.54%
19351.06%15.35%8.53%10.68%
193424.09%5.29%-4.10%11.65%
1933-21.02%41.18%-3.26%-6.04%
19325.64%-38.00%50.82%-2.76%
193113.43%-12.90%-34.85%-13.60%
193015.56%-19.61%-0.12%-23.93%
192912.00%7.85%5.91%-26.21%
19280.99%6.86%11.93%N/A

Rank in category (by total return)

YTD70
1-month33
3-month71
1-year60
3-year30
5-year35

Load adjusted returns

1-year28.44%
3-year6.71%
5-year14.03%
10-year13.69%