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CSMCX: CENTURY SMALL CAP SELECT FUND CENTURY SMALL CAP SELECT FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 54.6 1.45(2.59%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 11/13/2000 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 2.53% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 11.9 | 21.6 | 15.5 | 8.4 | 15.2 | 12.4 | 10.3 | 11.0 | 9.1 | 18.7 | 20.3 | -26.2 | 39.3 | 39.1 | 25.0 | 2.5 | 22.6 | 3.0 | 1.0 | -0.5 | 36.1 | 13.0 | 1.2 | 31.8 | 29.9 | -39.4 | 2.9 | 9.6 | 4.0 | 12.3 | 47.3 | 1.1 | 5.8 | 5.8 |
| Sharpe Ratio | NA | 1.16 | 0.89 | 0.57 | 0.26 | 0.61 | NA | NA | 0.46 | 0.26 | 0.78 | 0.95 | -0.94 | 1.98 | 1.09 | 1.41 | 0.06 | 1.88 | 0.15 | 0.05 | -0.03 | 2.49 | 0.75 | 0.04 | 1.44 | 1.13 | -1.08 | -0.01 | 0.48 | 0.16 | 0.91 | 3.59 | 0.0 | 0.21 | 2.04 |
| Draw Down(%) | NA | 13.6 | 13.6 | 26.1 | 33.4 | 33.4 | NA | NA | 56.2 | 24.6 | 8.5 | 15.8 | 30.1 | 10.5 | 33.1 | 9.3 | 26.6 | 4.7 | 19.1 | 18.8 | 16.7 | 5.6 | 11.7 | 29.6 | 15.7 | 23.2 | 49.3 | 11.2 | 12.7 | 8.5 | 12.6 | 8.7 | 21.0 | 13.1 | 5.1 |
| Standard Deviation(%) | NA | 23.8 | 21.3 | 21.3 | 22.6 | 22.3 | NA | NA | 21.3 | 24.5 | 19.2 | 17.6 | 29.5 | 19.8 | 35.4 | 16.7 | 19.4 | 11.7 | 18.6 | 18.4 | 19.1 | 14.5 | 17.5 | 33.2 | 22.0 | 26.4 | 37.4 | 16.5 | 12.9 | 11.4 | 12.4 | 13.0 | 17.8 | 15.9 | 25.4 |
| Treynor Ratio | NA | 0.3 | 0.2 | 0.13 | 0.07 | 0.15 | NA | NA | 0.11 | 0.07 | 0.16 | 0.2 | -0.32 | 0.46 | 0.43 | 0.23 | 0.01 | 0.21 | 0.03 | 0.01 | 0.0 | 0.37 | 0.13 | 0.01 | 0.35 | 0.38 | -0.47 | 0.0 | 0.09 | 0.02 | 0.19 | 0.76 | 0.0 | 0.06 | 1.09 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.11 | 0.02 | -0.02 | 0.03 | 0.0 | -0.03 | 0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.03 | -0.02 | 0.0 | -0.01 | 0.01 | 0.06 | 0.04 | 0.02 | 0.24 |
| Beta | NA | 0.91 | 0.94 | 0.93 | 0.89 | 0.91 | NA | NA | 0.85 | 0.95 | 0.95 | 0.83 | 0.87 | 0.86 | 0.89 | 1.0 | 0.97 | 1.05 | 1.03 | 1.08 | 1.17 | 0.96 | 0.98 | 1.01 | 0.9 | 0.79 | 0.85 | 0.86 | 0.73 | 0.72 | 0.61 | 0.62 | 0.65 | 0.55 | 0.48 |
| RSquared | NA | 0.74 | 0.77 | 0.85 | 0.87 | 0.88 | NA | NA | 0.88 | 0.88 | 0.86 | 0.84 | 0.93 | 0.82 | 0.9 | 0.9 | 0.92 | 0.86 | 0.93 | 0.88 | 0.93 | 0.92 | 0.93 | 0.98 | 0.95 | 0.95 | 0.96 | 0.9 | 0.9 | 0.88 | 0.82 | 0.85 | 0.82 | 0.77 | 0.61 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 0.0 | 0.0 | 0.0 | 19.0 | 9.0 | 9.4 | 9.3 | 12.5 | 0.0 | 21.8 | 15.0 | 6.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.8 | 9.6 | 1.6 | 2.6 | 7.1 | 3.2 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 164.8 | 12.9 | -7.1 | -18.1 | N/A | -100.0 | 22.8 | 200.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | 1.3 | 541.3 | -34.3 | -50.4 | 123.8 | 304.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2000
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