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Conestoga SMid Cap Institutional (CCSGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.50-0.04 (-0.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.93%
5-Year Average Return7.08%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Jun 17, 2024)34.40%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return34.40%
Worst 3-Yr Total Return1.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCSGXCategory
YTD-0.42%10.80%
1-Month2.30%4.43%
3-Month-2.32%7.00%
1-Year13.72%48.17%
3-Year-1.04%21.26%
5-Year8.26%20.18%
10-Year10.51%14.07%
Last Bull Market25.60%27.14%
Last Bear Market-18.46%-21.26%

Annual Total Return (%) History

Year
CCSGXCategory
2024
N/AN/A
2023
26.10%N/A
2022
-29.29%N/A
2021
15.55%N/A
2020
28.75%39.26%
2019
33.79%32.52%
2018
0.14%-6.65%
2017
34.40%23.91%
2016
10.64%6.03%
2015
0.11%-0.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.26%N/AN/AN/A
20239.78%8.62%-6.46%13.06%
2022-13.46%-18.46%-4.32%4.73%
20212.13%7.32%3.57%1.80%
2020-19.97%25.44%7.47%19.34%
201916.62%8.68%0.12%5.45%
20184.91%8.31%9.93%-19.83%
20177.36%9.41%6.93%6.99%
2016-2.71%5.25%5.94%2.00%
20153.15%1.05%-9.38%5.98%

Rank In Category (By Total Return)

YTD89
1-Month46
3-Month60
1-Year82
3-Year57
5-Year75

Load Adjusted Returns

1-Year13.72%
3-Year-1.04%
5-Year8.26%
10-Year10.51%