Champlain Mid Cap Fund Institutional Class (CIPIX)

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Champlain Mid Cap Fund Institutional Class (CIPIX) is up 0.7% since the beginning of the year. CIPIX is currently trading at $21 per share. Investors who bought $1,000 worth of CIPIX shares 5 years ago would now be looking at an investment worth $1,056.

Champlain Mid Cap Fund Institutional Class (CIPIX) has returned 0.68% so far this year and 0.91% over the past 12 months. Over the last ten years, CIPIX has returned 9.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 3, 2011, CIPIX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.3%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CIPIX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -11.1%.

Champlain Mid Cap Fund Institutional Class has an annualized alpha of -1.53%, beta of 0.95, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since January 04, 2011.

• This fund participated in 99.98% of S&P 500 Index downside but only 89.32% of its upside - more exposed to losses than it benefited from rallies.
• With beta of 0.95 and R2 of 0.84, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

CIPIX has an expense ratio of 0.84%, placing it in the medium range.

CIPIX ranks 3 for risk / return — in the bottom 3% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) and compare them to S&P 500 Index.

Champlain Mid Cap Fund Institutional Class provided a 17.11% dividend yield over the last twelve months, with an annual payout of $3.57 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Champlain Mid Cap Fund Institutional Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Champlain Mid Cap Fund Institutional Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Champlain Mid Cap Fund Institutional Class was 33.84%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.

The current Champlain Mid Cap Fund Institutional Class drawdown is 9.52%.

The chart below shows the rolling one-month volatility.