Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCSGX (CONESTOGA SMID CAP FUND INSTITUTIONAL CLASS) | -9.27% | -13.54% | 0.98% | -1.75% | 9.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCSGX (CONESTOGA SMID CAP FUND INSTITUTIONAL CLASS) | 12/16/2014 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | -13.54 | 0.98 | -1.75 | 9.45 | NA | NA | … | … | -9.27 | -5.64 | 10.71 | 26.10 | -29.29 | 15.55 | 28.75 | 33.79 | 0.14 | 34.39 | 10.64 | 0.11 | 3.37 |
| Sharpe Ratio | NA | -0.87 | -0.05 | -0.19 | 0.39 | NA | NA | … | … | -1.16 | -0.43 | 0.41 | 1.32 | -1.05 | 0.94 | 0.84 | 2.24 | -0.07 | 3.19 | 0.61 | 0.01 | 9.26 |
| Standard Deviation(%) | NA | 16.60 | 17.94 | 20.42 | 20.43 | NA | NA | … | … | 17.57 | 19.81 | 17.10 | 17.18 | 29.29 | 16.47 | 33.94 | 14.46 | 18.19 | 10.64 | 17.19 | 15.39 | 14.10 |
| Draw Down(%) | NA | 18.31 | 24.76 | 37.22 | 37.22 | NA | NA | … | … | 17.29 | 19.13 | 9.13 | 15.32 | 34.06 | 9.31 | 35.48 | 6.20 | 27.04 | 3.17 | 16.40 | 13.22 | 1.60 |
| Yield(%) | 0.00 | 1.98 | 0.78 | 0.42 | 1.00 | 0.70 | 0.52 | … | … | 0.00 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.75 | 1.02 | 0.43 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSGX (CONESTOGA SMID CAP FUND INSTITUTIONAL CLASS) |
-2.74%
Apr 2021 – Apr 2024 |
-1.71%
Apr 2021 – Apr 2026 |
9.81%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSGX (CONESTOGA SMID CAP FUND INSTITUTIONAL CLASS) |
25.79%
Dec 2018 – Dec 2021 |
24.45%
Oct 2016 – Oct 2021 |
12.11%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart