Champlain Funds Mutual Funds List
Here you can find all mutual funds issued by Champlain Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.18%
- Avg. 1 Year Return
- -8.82%
- Avg. 5 Year Return
- 0.35%
- Median Risk/Return Score
- 2 / 100
Champlain Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Champlain Mid Cap Fund | Mid Cap Growth Equities | Jun 30, 2008 | 1.09% | 0.56% | 9.79% | 18.07% | 3 | ||||||||
| Champlain Small Company Fund | Small Cap Growth Equities | Nov 30, 2004 | 1.26% | 2.73% | 7.10% | 0.00% | 1 |
Explore top Champlain Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Champlain Funds Mutual funds by Risk/Return Score
The top Champlain Funds Mutual funds by PortfoliosLab Risk/Return Score are CIPMX (3) and CIPSX (1).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 3 | — | Jun 2008 | |
| Champlain Small Company Fund | 1 | — | Nov 2004 |
Best-Performing Champlain Funds Mutual funds Over 5 Years
The top Champlain Funds Mutual funds is CIPMX (2.37%).
Across the lineup, Champlain Funds Mutual funds show an average 1-year return of -8.82% and an average 5-year return of 0.35%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 2.37% | — | Jun 2008 | |
| Champlain Small Company Fund | -1.68% | — | Nov 2004 |
Lowest-Cost Champlain Funds Mutual funds
The top Champlain Funds Mutual funds is CIPMX (1.09%).
With an average expense ratio of 1.18%, Champlain Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 1.09% | — | Jun 2008 | |
| Champlain Small Company Fund | 1.26% | — | Nov 2004 |
Highest-Yield Champlain Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 18.07% | — | Jun 2008 | |
| Champlain Small Company Fund | 0.00% | — | Nov 2004 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.