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CAMLX: CONGRESS LARGE CAP GROWTH FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 50.37 1.4(2.70%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 04/01/2009 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 7.60% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 3.5 | 14.7 | 17.6 | 7.2 | 12.3 | 11.5 | 12.8 | 12.4 | 20.6 | 32.1 | -27.5 | 13.7 | 21.0 | 34.6 | -0.1 | 25.2 | 4.5 | 1.8 | 9.0 | 28.8 | 11.8 | 2.8 | 10.2 | 33.5 |
| Sharpe Ratio | NA | 0.37 | 0.86 | 0.83 | 0.23 | 0.53 | NA | 0.63 | 0.47 | 1.01 | 1.98 | -1.07 | 0.72 | 0.58 | 2.44 | -0.08 | 3.47 | 0.33 | 0.11 | 0.72 | 2.63 | 0.89 | 0.12 | 0.59 | 2.49 |
| Draw Down(%) | NA | 12.2 | 13.4 | 24.8 | 36.6 | 36.6 | NA | 36.6 | 20.6 | 10.0 | 9.3 | 30.0 | 13.3 | 30.3 | 6.3 | 20.2 | 2.1 | 9.8 | 12.1 | 8.3 | 5.5 | 10.0 | 18.0 | 15.0 | 7.0 |
| Standard Deviation(%) | NA | 16.1 | 13.9 | 17.3 | 20.0 | 20.2 | NA | 18.6 | 20.3 | 16.7 | 14.5 | 27.1 | 18.9 | 35.8 | 13.6 | 19.3 | 7.1 | 13.1 | 15.3 | 12.4 | 10.9 | 13.3 | 23.1 | 17.1 | 18.7 |
| Treynor Ratio | NA | 0.08 | 0.16 | 0.19 | 0.06 | 0.14 | NA | 0.15 | 0.12 | 0.23 | 0.39 | -0.42 | 0.21 | 0.23 | 0.54 | -0.02 | 0.33 | 0.05 | 0.02 | 0.1 | 0.33 | 0.14 | 0.03 | 0.12 | 0.51 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | -0.09 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.79 | 0.77 | 0.77 | 0.73 | 0.77 | NA | 0.8 | 0.8 | 0.73 | 0.73 | 0.69 | 0.64 | 0.9 | 0.62 | 0.9 | 0.76 | 0.84 | 0.93 | 0.88 | 0.88 | 0.87 | 0.86 | 0.88 | 0.91 |
| RSquared | NA | 0.9 | 0.9 | 0.87 | 0.83 | 0.82 | NA | 0.86 | 0.95 | 0.72 | 0.9 | 0.9 | 0.55 | 0.82 | 0.69 | 0.96 | 0.84 | 0.91 | 0.95 | 0.94 | 0.93 | 0.92 | 0.97 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 6.8 | 4.4 | 0.2 | 0.0 | 0.0 | 9.4 | 5.9 | 1.8 | 0.9 | 3.0 | 6.9 | 2.1 | 0.5 | 0.5 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 30.5 | 97.5 | 1249.5 | N/A | -100.0 | -99.5 | 49.1 | 298.9 | 104.0 | -69.8 | -54.5 | 296.4 | 371.4 | -2.5 | 14.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2009
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