CIPIX vs. CIPSX
CIPIX (Champlain Mid Cap Fund Institutional Class) and CIPSX (Champlain Small Company Fund) are both mutual funds - CIPIX is a Mid Cap Growth Equities fund actively managed by Champlain, while CIPSX is a Small Cap Growth Equities fund managed by Champlain. Over the past 10 years, CIPIX returned 9.22%/yr vs 6.90%/yr for CIPSX. Their correlation of 0.90 means they have usually moved in the same direction. CIPIX charges 0.84%/yr vs 1.26%/yr for CIPSX.
Performance
CIPIX vs. CIPSX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPIX achieves a 2.75% return, which is significantly lower than CIPSX's 6.88% return. Over the past 10 years, CIPIX has outperformed CIPSX with an annualized return of 9.22%, while CIPSX has yielded a comparatively lower 6.90% 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%
CIPSX
- 1D
- 1.01%
- 1M
- -1.80%
- 6M
- 5.82%
- YTD
- 6.88%
- 1Y
- -14.89%
- 3Y*
- 0.79%
- 5Y*
- -1.22%
- 10Y*
- 6.90%
- ALL TIME*
- 8.41%
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. CIPSX - 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% |
CIPSX Champlain Small Company Fund | 6.88% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
Correlation
The correlation between CIPIX and CIPSX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.90 |
The correlation between CIPIX and CIPSX has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
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Return for Risk
CIPIX vs. CIPSX — Risk / Return Rank
CIPIX
CIPSX
CIPIX vs. CIPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) and Champlain Small Company Fund (CIPSX). 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 | CIPSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.87 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | -0.57 | +0.57 |
| Martin ratioReturn relative to average drawdown | -0.01 | -0.98 | +0.97 |
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Drawdowns
CIPIX vs. CIPSX - Drawdown Comparison
The maximum CIPIX drawdown since its inception was -33.84%, smaller than the maximum CIPSX drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for CIPIX and CIPSX.
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Drawdown Indicators
| CIPIX | CIPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -46.42% | +12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.65% | -31.50% | +16.85% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -33.27% | +10.57% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -34.62% | +1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -36.09% | +2.25% |
Current DrawdownCurrent decline from peak | -7.65% | -20.73% | +13.08% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -8.55% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 18.33% | -12.62% |
Volatility
CIPIX vs. CIPSX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund Institutional Class (CIPIX) is 3.65%, while Champlain Small Company Fund (CIPSX) has a volatility of 3.87%. This indicates that CIPIX experiences smaller price fluctuations and is considered to be less risky than CIPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPIX | CIPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.87% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 12.40% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 26.09% | -10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 22.58% | -3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 21.78% | -2.97% |
CIPIX vs. CIPSX - Expense Ratio Comparison
CIPIX has a 0.84% expense ratio, which is lower than CIPSX's 1.26% expense ratio.
Dividends
CIPIX vs. CIPSX - Dividend Comparison
CIPIX's dividend yield for the trailing twelve months is around 16.77%, while CIPSX has not paid dividends to shareholders.
| 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% |
CIPSX Champlain Small Company Fund | 0.00% | 0.00% | 16.74% | 6.39% | 0.36% | 4.45% | 6.11% | 7.96% | 13.29% | 9.78% | 2.72% | 2.67% |
Frequently Asked Questions
CIPIX and CIPSX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIPSX has higher volatility (3.87%) compared to CIPIX (3.65%). In terms of maximum drawdown, CIPIX dropped -33.84% vs CIPSX's -46.42%.
CIPIX currently has the higher Sharpe Ratio (-0.00 vs -0.69), 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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