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Conestoga SMid Cap Investors (CCSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.76-0.20 (-0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.81%
5-year average return6.81%
Number of years up6
Number of years down3
Best 1-yr total return (24 Jun 2024)34.11%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return34.11%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCSMXCategory
YTD-0.52%10.80%
1-month2.31%4.43%
3-month-2.37%7.00%
1-year13.43%48.17%
3-year-1.28%21.26%
5-year7.99%20.18%
10-year10.26%14.07%
Last bull market25.45%27.14%
Last bear market-18.50%-21.26%

Annual total return (%) history

Year
CCSMXCategory
2024
N/AN/A
2023
25.77%N/A
2022
-29.47%N/A
2021
15.26%N/A
2020
28.44%39.26%
2019
33.48%32.52%
2018
-0.08%-6.65%
2017
34.11%23.91%
2016
10.35%6.03%
2015
-0.11%-0.95%
2014
N/A7.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.18%N/AN/AN/A
20239.71%8.51%-6.47%12.96%
2022-13.55%-18.50%-4.40%4.72%
20212.03%7.26%3.51%1.75%
2020-20.00%25.35%7.40%19.25%
201916.49%8.65%0.06%5.40%
20184.87%8.24%9.82%-19.85%
20177.31%9.38%6.90%6.88%
2016-2.72%5.15%5.86%1.91%
20153.16%0.95%-9.40%5.88%
2014-0.94%-7.62%5.27%N/A

Rank in category (by total return)

YTD90
1-month46
3-month61
1-year83
3-year58
5-year76

Load adjusted returns

1-year13.43%
3-year-1.28%
5-year7.99%
10-year10.26%