CIPIX vs. CIPMX
CIPIX (Champlain Mid Cap Fund Institutional Class) and CIPMX (Champlain Mid Cap Fund) are both Mid Cap Growth Equities funds from Champlain. Over the past 10 years, CIPIX returned 9.22%/yr vs 9.77%/yr for CIPMX. Their 1.00 correlation means they have historically moved very closely together. CIPIX charges 0.84%/yr vs 1.09%/yr for CIPMX.
Performance
CIPIX vs. CIPMX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPIX achieves a 2.75% return, which is significantly higher than CIPMX's 2.60% return. Over the past 10 years, CIPIX has underperformed CIPMX with an annualized return of 9.22%, while CIPMX has yielded a comparatively higher 9.77% annualized return.
CIPIX
- 1D
- -0.19%
- 1M
- -0.93%
- 6M
- 3.60%
- YTD
- 2.75%
- 1Y
- 3.68%
- 3Y*
- 4.34%
- 5Y*
- 0.10%
- 10Y*
- 9.22%
- ALL TIME*
- 9.78%
CIPMX
- 1D
- -0.20%
- 1M
- -0.93%
- 6M
- 3.49%
- YTD
- 2.60%
- 1Y
- 3.44%
- 3Y*
- 6.74%
- 5Y*
- 1.38%
- 10Y*
- 9.77%
- ALL TIME*
- 9.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CIPIX vs. CIPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 2.75% | 1.66% | 5.93% | 15.66% | -26.32% | 24.78% | 29.40% | 26.56% | 3.65% | 13.98% |
CIPMX Champlain Mid Cap Fund | 2.60% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
Correlation
The correlation between CIPIX and CIPMX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 1.00 |
The correlation between CIPIX and CIPMX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
CIPIX vs. CIPMX — Risk / Return Rank
CIPIX
CIPMX
CIPIX vs. CIPMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) and Champlain Mid Cap Fund (CIPMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CIPIX | CIPMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.01 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | -0.02 | +0.02 |
| Martin ratioReturn relative to average drawdown | -0.01 | -0.05 | +0.04 |
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Drawdowns
CIPIX vs. CIPMX - Drawdown Comparison
The maximum CIPIX drawdown since its inception was -33.84%, smaller than the maximum CIPMX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for CIPIX and CIPMX.
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Drawdown Indicators
| CIPIX | CIPMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -45.33% | +11.49% |
Max Drawdown (1Y)Largest decline over 1 year | -14.65% | -14.68% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -20.11% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -33.20% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.84% | 0.00% |
Current DrawdownCurrent decline from peak | -7.65% | -1.57% | -6.08% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -7.93% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 5.75% | -0.04% |
Volatility
CIPIX vs. CIPMX - Volatility Comparison
Champlain Mid Cap Fund Institutional Class (CIPIX) and Champlain Mid Cap Fund (CIPMX) have volatilities of 3.65% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPIX | CIPMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.63% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 11.40% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.15% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 19.12% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 18.81% | 0.00% |
CIPIX vs. CIPMX - Expense Ratio Comparison
CIPIX has a 0.84% expense ratio, which is lower than CIPMX's 1.09% expense ratio.
Dividends
CIPIX vs. CIPMX - Dividend Comparison
CIPIX's dividend yield for the trailing twelve months is around 16.77%, less than CIPMX's 17.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 16.77% | 17.23% | 7.33% | 0.31% | 1.39% | 9.92% | 4.49% | 4.01% | 6.57% | 0.14% | 4.28% | 8.40% |
CIPMX Champlain Mid Cap Fund | 17.71% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
Frequently Asked Questions
With a correlation of 1.00, CIPIX and CIPMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CIPIX has higher volatility (3.65%) compared to CIPMX (3.63%). In terms of maximum drawdown, CIPIX dropped -33.84% vs CIPMX's -45.33%.
CIPIX currently has the higher Sharpe Ratio (-0.00 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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