Congress SMID Growth ETF (CSMD) Performance
CSMD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.0% since Dec 31, 2025
- 1 year
- −0.5% total return
- 3 years
- +13.1% a year
- Since first price
- +9.8% a year since 2023
CSMD trailing returns vs SPY, QQQ, AGG
| Period | CSMD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.6% | −1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.6% | −1.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.7% | +1.7% | +7.8% | +8.4% | −1.5% |
| YTD | +6.0% | +6.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −0.5% | −0.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +44.7%+13.1%/yr | +44.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionAug 22, 2023 | +34.4%+9.8%/yr | +33.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CSMD vs SPY
From Aug 22, 2023: CSMD grew to $13,438, SPY to $18,049.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CSMD returns by calendar year
2 of 2 full years positive. Best 2024 (+12.7%), worst 2025 (+5.7%). 2026 is year to date.
CSMD annual returns table
| Year | CSMD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.0% | −14.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.7% | −22.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.7% | −9.1% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CSMD largest drawdowns
Now 8.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 22, 2025 | −22.5% | Apr 8, 2025 | Jul 25, 2025 | 2 months | 6 months |
| Jan 22, 2026 | −14.8% | Mar 30, 2026 | Jun 2, 2026 | 2 months | 4 months |
| Sep 1, 2023 | −13.8% | Oct 27, 2023 | Dec 14, 2023 | 56 days | 3 months |
| Oct 27, 2025 | −11.1% | Nov 20, 2025 | Jan 16, 2026 | 24 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CSMD risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +11.9% | +9.1% |
| Volatility (annualized) | 18.1% | 18.4% |
| Sharpe ratio | 0.47 | 0.33 |
| Sortino ratio | 0.74 | 0.50 |
| Best month | +10.1% | +10.1% |
| Worst month | −8.8% | −8.8% |
| Best 12 months | +30.7% | +30.7% |
| Worst 12 months | −7.8% | −7.8% |
| Positive months | 58% | 57% |
| Beta vs S&P 500 | 1.17 | — |
| Correlation with S&P 500 | 0.80 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CSMD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 27 | −7.8% | +10.3% | +30.7% | 96% |
| 3-year (a year) | 3 | +9.8% | +11.9% | +14.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
CSMD performance overview
Congress SMID Growth ETF (CSMD) returned −0.5% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +9.8% a year, turning $10,000 into about $13,438. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.5%, from Jan 22, 2025 to Apr 8, 2025, and it took 4 months to get back to the old high. Volatility has been 18.4% a year.
Related: CSMD chart, CSMD holdings, CSMD valuation. See the CSMD overview for the latest quote and fund facts.
CSMD performance FAQ
What is the CSMD return over the past year?
CSMD returned −0.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.5%.
How much would $10,000 invested in CSMD be worth?
$10,000 invested in CSMD at its first recorded close on August 22, 2023 would be worth about $13,438 on October 23, 2026 with distributions reinvested.
What was the worst year for CSMD?
The worst calendar year was 2025, with a total return of +5.7%. The best was 2024 at +12.7%.
What is the biggest drawdown of CSMD?
The largest peak-to-trough decline was −22.5% between January 22, 2025 and April 8, 2025. It recovered to the old high on July 25, 2025, 4 months after the bottom.
How volatile is CSMD?
Over the past 3 years CSMD had an annualized volatility of 18.1% and a Sharpe ratio of 0.47 (excess return over 1–3 month T-bills per unit of risk).