IMIDX Performance — Congress Mid Cap Growth Fund, Institutional Class
Data updated: 2026-09-29
IMIDX returned +13.53% year to date and +26.02% over one year to Jul 2026. Annualised returns are +9.87% over 3 years and +3.35% over 5 years. Against its US Mid-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $133, against $154 for the category, and to $126 over one year, against $125. Volatility over the past three years was 15.86% a year. In the 12 months to Jul 2026 the fund lost a net $302.2M, and assets reached $380.25M.
IMIDX Growth of $100
What $100 invested in Congress Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | IMIDX | Category average |
|---|---|---|
| 1 year (May 2025 – Jul 2026) | $126 | $125 |
| 3 years (May 2023 – Jul 2026) | $133 | $154 |
| 5 years (May 2021 – Jul 2026) | $118 | $124 |
| Since data start (Aug 2019 – Jul 2026) | $187 | $189 |
IMIDX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.53% |
| 1 year | +26.02% |
| 3 years (annualised) | +9.87% |
| 5 years (annualised) | +3.35% |
IMIDX Annual Returns
Calendar-year total returns of Congress Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Feb–Jul) | +13.53% |
| 2025 (Jan–Oct) | +1.33% |
| 2024 | +4.52% |
| 2023 | +16.15% |
| 2022 | −26.92% |
| 2021 | +29.59% |
| 2020 | +30.60% |
| 2019 (Aug–Dec) | +8.36% |
IMIDX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | — | +2.9% | −4.8% | +11.5% | +1.8% | +2.8% | −0.7% | — | — | — | — | — |
| 2025 | +3.9% | −8.2% | −6.0% | +1.9% | +4.5% | +3.8% | +1.2% | +0.6% | +1.7% | −1.1% | — | — |
| 2024 | 0.0% | +5.3% | +3.5% | −7.5% | +2.3% | −0.3% | +0.9% | +0.9% | +0.9% | −0.1% | +5.7% | −6.3% |
| 2023 | +9.1% | −1.9% | −0.1% | −1.6% | −1.5% | +7.9% | +2.0% | −3.1% | −4.9% | −4.9% | +8.2% | +7.3% |
| 2022 | −11.2% | −0.4% | −1.9% | −9.2% | −1.4% | −7.8% | +11.4% | −5.4% | −9.5% | +5.3% | +7.2% | −5.2% |
| 2021 | +0.1% | +3.5% | +3.8% | +4.4% | −0.7% | +4.0% | +4.4% | +4.2% | −4.4% | +8.0% | −2.4% | +2.0% |
| 2020 | +0.7% | −6.8% | −14.8% | +12.5% | +11.0% | +0.9% | +8.0% | +3.8% | −1.7% | +0.5% | +10.2% | +6.2% |
| 2019 | — | — | — | — | — | — | — | −1.1% | +0.4% | +2.2% | +4.6% | +2.1% |
IMIDX Risk
Risk measures from monthly returns over May 2023 – Jul 2026.
- 3-year volatility (annualised): 15.86%
- 3-year Sharpe ratio: 0.34 (vs 4.5% risk-free rate)
- Best month: +11.47% (Apr 2026)
- Worst month: −8.22% (Feb 2025)
IMIDX Fund Flows
Monthly money in and out of Congress Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$302.2M
- 12-month gross sales (incl. reinvestments): $109.7M
- Sales ÷ redemptions: 0.27×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.1M | $18.7M | −$9.6M |
| Jun 2026 | $6.9M | $15.4M | −$8.5M |
| May 2026 | $9.7M | $15.1M | −$5.4M |
| Apr 2026 | $18.6M | $44.5M | −$25.9M |
| Mar 2026 | $10.7M | $21.6M | −$10.9M |
| Feb 2026 | $2.8M | $30.2M | −$27.4M |
| Oct 2025 | $8.1M | $76.1M | −$68.0M |
| Sep 2025 | $5.1M | $27.4M | −$22.3M |
| Aug 2025 | $15.6M | $46.5M | −$30.8M |
| Jul 2025 | $11.6M | $41.7M | −$30.1M |
| Jun 2025 | $4.6M | $35.1M | −$30.5M |
| May 2025 | $7.0M | $39.5M | −$32.6M |
IMIDX Assets Under Management
Net assets of Congress Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $380.25M |
| 2026-04-30 | $389.05M |
| 2025-10-31 | $618.93M |
| 2025-07-31 | $731.44M |
| 2025-04-30 | $754.18M |
| 2025-01-31 | $1.10B |
| 2024-10-31 | $1.24B |
| 2024-07-31 | $1.27B |
| 2024-04-30 | $1.25B |
| 2024-01-31 | $1.32B |
| 2023-10-31 | $1.17B |
| 2023-07-31 | $1.37B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.