CIPIX vs. VLEQX

Last updated Aug 1, 2026

CIPIX (Champlain Mid Cap Fund Institutional Class) and VLEQX (Villere Equity Fund) are both Mid Cap Growth Equities funds. Their correlation of 0.84 means they have usually moved in the same direction. CIPIX charges 0.84%/yr vs 1.22%/yr for VLEQX.

Performance

CIPIX vs. VLEQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Champlain Mid Cap Fund Institutional Class (CIPIX) and Villere Equity Fund (VLEQX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

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%

VLEQX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CIPIX Champlain Mid Cap Fund Institutional Class	$0.00	$0.00	$0.00

CIPIX vs. VLEQX - 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%
VLEQX Villere Equity Fund	3.58%	0.26%	1.50%	11.37%	-24.50%	5.80%	14.77%	24.50%	-6.98%	7.34%

Correlation

The correlation between CIPIX and VLEQX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.68
Correlation (3Y) Balances recent behavior with more history.	0.77
Correlation (5Y) Shows whether the relationship held over a longer period.	0.83
Correlation (10Y) Provides a long-term view across more market conditions.	0.83
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.84

The correlation between CIPIX and VLEQX shifts across timeframes, from 0.68 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CIPIX vs. VLEQX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CIPIX

CIPIX Risk / Return Rank: 4
CIPIX Sharpe Ratio Rank: 4
CIPIX Sortino Ratio Rank: 4
CIPIX Omega Ratio Rank: 4
CIPIX Calmar Ratio Rank: 4
CIPIX Martin Ratio Rank: 4

VLEQX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CIPIX vs. VLEQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) and Villere Equity Fund (VLEQX). 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	VLEQX	Difference
Sharpe ratio: Return per unit of total volatility	-0.00	—	—
Sortino ratio: Return per unit of downside risk	0.10	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	-0.00	—	—
Martin ratio: Return relative to average drawdown	-0.01	—	—

Drawdowns

Drawdown Indicators

	CIPIX	VLEQX	Difference
Max Drawdown Largest peak-to-trough decline	-33.84%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.65%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-22.70%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-33.02%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.84%	—	—
Current Drawdown Current decline from peak	-7.65%	—	—
Average Drawdown Average peak-to-trough decline	-7.32%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	5.71%	—	—

Volatility

Volatility by Period

	CIPIX	VLEQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.39%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.14%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.12%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.81%	—	—

CIPIX vs. VLEQX - Expense Ratio Comparison

CIPIX has a 0.84% expense ratio, which is lower than VLEQX's 1.22% expense ratio.

Dividends

CIPIX vs. VLEQX - Dividend Comparison

CIPIX's dividend yield for the trailing twelve months is around 16.77%, more than VLEQX's 13.57% 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%
VLEQX Villere Equity Fund	13.57%	0.54%	0.40%	4.64%	2.88%	8.24%	0.73%	0.17%	0.34%	0.00%	0.11%	1.76%

Frequently Asked Questions

Can I hold both CIPIX and VLEQX in my portfolio?

CIPIX and VLEQX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.