Performance analysis of CSMD (CONGRESS SMID GROWTH ETF)
Annual Return
Since Aug 22, 2023, CSMD has had an average annual return of +11.33%, underperforming the benchmark SPY, which returned +21.38% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.84% | +5.69% | +12.69% | +6.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.66% | +0.77% | -8.78% | +5.66% | +6.72% | +5.37% | -6.55% | +7.84% | |||||
| 2025 | +3.08% | -5.77% | -4.82% | +0.25% | +8.58% | +3.55% | +2.79% | +1.62% | +2.27% | -0.69% | -1.76% | -2.70% | +5.69% |
| 2024 | -1.68% | +10% | +4.46% | -7.88% | +3.48% | -0.14% | +3.95% | -0.50% | +0.91% | -3.01% | +10.06% | -5.93% | +12.69% |
| 2023 | +3.72% | -6.63% | -6.44% | +7.67% | +9.11% | +6.44% |
Drawdown analysis of CSMD (CONGRESS SMID GROWTH ETF)
The maximum drawdown for the CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The current CSMD drawdown is -6.55%.
Since Aug 22, 2023 CSMD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.54% | Jan 22, 2025 | 53 | Apr 8, 2025 | 74 | Jul 25, 2025 | 127 |
| -14.79% | Jan 22, 2026 | 46 | Mar 30, 2026 | 44 | Jun 2, 2026 | 90 |
| -13.85% | Sep 1, 2023 | 39 | Oct 27, 2023 | 33 | Dec 14, 2023 | 72 |
| -11.08% | Oct 27, 2025 | 18 | Nov 20, 2025 | 38 | Jan 16, 2026 | 56 |
| -9.08% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -8.97% | Jul 16, 2024 | 16 | Aug 7, 2024 | 64 | Nov 6, 2024 | 80 |
| -6.90% | Dec 4, 2024 | 19 | Jan 2, 2025 | 11 | Jan 21, 2025 | 30 |
| -6.55% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.43% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.66% | Sep 18, 2025 | 16 | Oct 10, 2025 | 10 | Oct 24, 2025 | 26 |
| -4.53% | Dec 28, 2023 | 5 | Jan 5, 2024 | 23 | Feb 8, 2024 | 28 |
| -4.26% | Jun 4, 2026 | 4 | Jun 10, 2026 | 3 | Jun 15, 2026 | 7 |
| -2.18% | Jul 29, 2025 | 3 | Aug 1, 2025 | 7 | Aug 12, 2025 | 10 |
| -2.08% | Aug 13, 2025 | 2 | Aug 15, 2025 | 8 | Aug 27, 2025 | 10 |
| -2.03% | Mar 7, 2024 | 6 | Mar 15, 2024 | 3 | Mar 20, 2024 | 9 |
| -1.83% | Aug 28, 2025 | 3 | Sep 3, 2025 | 3 | Sep 8, 2025 | 6 |
| -1.76% | Jun 18, 2026 | 2 | Jun 23, 2026 | 2 | Jun 25, 2026 | 4 |
| -1.67% | Feb 9, 2024 | 2 | Feb 13, 2024 | 1 | Feb 14, 2024 | 3 |
| -1.66% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.63% | Jun 25, 2026 | 1 | Jun 26, 2026 | 2 | Jun 30, 2026 | 3 |
| -1.39% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -1.38% | Mar 21, 2024 | 2 | Mar 25, 2024 | 3 | Mar 28, 2024 | 5 |
| -1.31% | Sep 11, 2025 | 1 | Sep 12, 2025 | 4 | Sep 18, 2025 | 5 |
| -1.30% | Aug 23, 2023 | 1 | Aug 24, 2023 | 2 | Aug 28, 2023 | 3 |
| -1.17% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |