Nasdaq - Delayed Quote USD
Conestoga Small Cap Institutional (CCALX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.98% |
| 5y Average Return | 9.78% |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Nov 21, 2024) | 30.59% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 30.59% |
| Worst 3Y Total Return | 0.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCALX
Category
- YTD
- 3.91%
- 12.40%
- 1-Month
- -3.16%
- 3.37%
- 3-Month
- -1.72%
- 4.88%
- 1-Year
- 23.78%
- 55.69%
- 3-Year
- -3.05%
- 19.34%
- 5-Year
- 8.28%
- 20.72%
- 10-Year
- 10.83%
- 13.98%
- Last Bull Market
- 23.43%
- 27.85%
- Last Bear Market
- -16.23%
- -24.06%
Annual Total Return (%) History
Year
CCALX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.62% | -5.66% | 9.76% | -- |
| 2023 | 12.48% | 4.85% | -6.61% | 11.09% |
| 2022 | -15.28% | -16.23% | -4.23% | 5.81% |
| 2021 | 2.97% | 3.44% | 4.02% | 5.02% |
| 2020 | -19.27% | 26.46% | 2.73% | 24.51% |
| 2019 | 12.90% | 9.39% | -3.63% | 5.39% |
| 2018 | 2.23% | 9.97% | 10.46% | -18.82% |
| 2017 | 4.07% | 8.66% | 9.80% | 3.68% |
| 2016 | -3.40% | 5.78% | 6.50% | 5.04% |
| 2015 | 5.16% | 3.30% | -8.43% | 8.84% |
| 2014 | 9.76% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 91 |
| 1-Month | 86 |
| 3-Month | 73 |
| 1-Year | 93 |
| 3-Year | 55 |
| 5-Year | 61 |
Load Adjusted Returns
| 1-Year | 23.78% |
| 3-Year | -3.05% |
| 5-Year | 8.28% |
| 10-Year | 10.83% |
Performance & Risk
| YTD Return | 14.98% |
| 5y Average Return | 9.78% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Conestoga Capital Advisors |
| Net Assets | 4.13B |
| YTD Return | 3.91% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2002 |
Fund Summary
Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.
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