Champlain Mid Cap Fund (CIPMX)
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.
Fund Info
ISIN | US00764Q7447 |
---|---|
CUSIP | 00764Q744 |
Issuer | Champlain Funds |
Inception Date | Jun 30, 2008 |
Category | Mid Cap Growth Equities |
Min. Investment | $10,000 |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
CIPMX has a high expense ratio of 1.09%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CIPMX vs. IMCG, CIPMX vs. MDY, CIPMX vs. PEXL, CIPMX vs. COWZ, CIPMX vs. FSMDX, CIPMX vs. FMDGX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Champlain Mid Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Champlain Mid Cap Fund had a return of 1.76% year-to-date (YTD) and 14.93% in the last 12 months. Over the past 10 years, Champlain Mid Cap Fund had an annualized return of 9.61%, while the S&P 500 had an annualized return of 10.41%, indicating that Champlain Mid Cap Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 1.76% | 6.17% |
1 month | -5.21% | -2.72% |
6 months | 19.15% | 17.29% |
1 year | 14.93% | 23.80% |
5 years (annualized) | 7.70% | 11.47% |
10 years (annualized) | 9.61% | 10.41% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.39% | 7.76% | 1.39% | -7.89% | ||||||||
2023 | -5.76% | 9.23% | 8.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CIPMX is 49, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Champlain Mid Cap Fund(CIPMX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Champlain Mid Cap Fund granted a 0.29% dividend yield in the last twelve months. The annual payout for that period amounted to $0.07 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.07 | $0.07 | $0.29 | $2.85 | $1.14 | $0.82 | $0.00 | $0.00 | $0.64 | $1.13 | $1.56 | $1.24 |
Dividend yield | 0.29% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 0.00% | 0.00% | 4.28% | 8.51% | 10.96% | 8.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Champlain Mid Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.85 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 |
2013 | $1.24 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Champlain Mid Cap Fund. 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 was 45.33%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
The current Champlain Mid Cap Fund drawdown is 15.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-45.33% | Aug 18, 2008 | 140 | Mar 9, 2009 | 420 | Nov 4, 2010 | 560 |
-33.84% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
-33.21% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
-23.56% | Sep 17, 2018 | 69 | Dec 24, 2018 | 145 | Jul 24, 2019 | 214 |
-21.74% | Jun 1, 2011 | 87 | Oct 3, 2011 | 99 | Feb 24, 2012 | 186 |
Volatility
Volatility Chart
The current Champlain Mid Cap Fund volatility is 4.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.