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CCALX: CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 67.92 1.25(1.81%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 08/15/2014 |
| Last Dividend Date: | 12/03/2025 |
| 12-Mo. Yield | 4.95% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.0 | -3.8 | 2.2 | -0.5 | 9.3 | 9.0 | -13.2 | 9.0 | 22.4 | -28.2 | 16.3 | 30.6 | 25.4 | 0.8 | 28.7 | 14.3 | 8.2 | 5.2 |
| Sharpe Ratio | NA | -0.01 | -0.35 | -0.05 | -0.14 | 0.35 | 0.36 | -0.74 | 0.28 | 1.05 | -1.0 | 0.93 | 0.86 | 1.48 | -0.03 | 2.41 | 0.8 | 0.49 | 0.76 |
| Draw Down(%) | NA | 14.5 | 14.5 | 27.7 | 38.1 | 38.1 | 38.1 | 24.7 | 8.5 | 15.8 | 34.7 | 9.7 | 32.2 | 8.3 | 26.1 | 3.9 | 17.2 | 12.4 | 10.1 |
| Standard Deviation(%) | NA | 20.2 | 18.7 | 19.8 | 21.7 | 21.5 | 21.0 | 22.2 | 19.3 | 18.1 | 29.8 | 17.4 | 35.2 | 16.2 | 18.1 | 11.7 | 17.6 | 16.7 | 18.8 |
| Treynor Ratio | NA | 0.0 | -0.06 | -0.01 | -0.03 | 0.07 | 0.07 | -0.17 | 0.04 | 0.17 | -0.27 | 0.15 | 0.32 | 0.21 | -0.01 | 0.22 | 0.13 | 0.09 | 0.14 |
| Alpha | NA | -0.07 | -0.11 | -0.07 | -0.05 | -0.02 | -0.01 | -0.12 | -0.06 | -0.02 | -0.03 | -0.04 | 0.04 | -0.03 | 0.02 | 0.01 | 0.0 | 0.03 | 0.0 |
| Beta | NA | 1.12 | 1.11 | 1.06 | 1.07 | 1.02 | 1.02 | 0.96 | 1.19 | 1.13 | 1.09 | 1.09 | 0.94 | 1.13 | 0.93 | 1.28 | 1.11 | 0.92 | 1.04 |
| RSquared | NA | 0.62 | 0.55 | 0.66 | 0.74 | 0.77 | 0.76 | 0.68 | 0.64 | 0.72 | 0.83 | 0.75 | 0.88 | 0.77 | 0.76 | 0.59 | 0.73 | 0.71 | 0.52 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 0.0 | 1.0 | 2.8 | 5.8 | 0.0 | 2.6 | 1.4 | 6.8 | 1.4 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -74.7 | -46.0 | N/A | -100.0 | 79.1 | -74.3 | 479.4 | -29.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2014
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