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Conestoga SMid Cap Fund (CCSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.46-0.01 (-0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.10%
5-year average return6.57%
Number of years up8
Number of years down1
Best 1-yr total return (4 Jul 2024)34.40%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return34.40%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCSGXCategory
YTD-1.18%10.80%
1-month-0.76%4.43%
3-month-5.22%7.00%
1-year4.50%48.17%
3-year-2.42%21.26%
5-year6.72%20.18%
10-year9.78%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%-5.22%N/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)

YTD90
1-month81
3-month75
1-year87
3-year59
5-year76

Load adjusted returns

1-year4.50%
3-year-2.42%
5-year6.72%
10-year9.78%