CIPMX vs. CIPSX
CIPMX (Champlain Mid Cap Fund) and CIPSX (Champlain Small Company Fund) are both mutual funds - CIPMX is a Mid Cap Growth Equities fund managed by Champlain, while CIPSX is a Small Cap Growth Equities fund managed by Champlain. Over the past 10 years, CIPMX returned 9.96%/yr vs 7.06%/yr for CIPSX. Their correlation of 0.91 means they have usually moved in the same direction. CIPMX charges 1.09%/yr vs 1.26%/yr for CIPSX.
Performance
CIPMX vs. CIPSX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPMX achieves a 3.41% return, which is significantly lower than CIPSX's 7.48% return. Over the past 10 years, CIPMX has outperformed CIPSX with an annualized return of 9.96%, while CIPSX has yielded a comparatively lower 7.06% annualized return.
CIPMX
- 1D
- 0.79%
- 1M
- -0.15%
- 6M
- 4.05%
- YTD
- 3.41%
- 1Y
- 4.26%
- 3Y*
- 7.12%
- 5Y*
- 1.54%
- 10Y*
- 9.96%
- ALL TIME*
- 9.88%
CIPSX
- 1D
- 0.56%
- 1M
- -1.25%
- 6M
- 5.84%
- YTD
- 7.48%
- 1Y
- -14.41%
- 3Y*
- 1.01%
- 5Y*
- -1.11%
- 10Y*
- 7.06%
- ALL TIME*
- 8.44%
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 |
CIPMX vs. CIPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 3.41% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
CIPSX Champlain Small Company Fund | 7.48% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
Correlation
The correlation between CIPMX 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. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2008 | 0.91 |
The correlation between CIPMX and CIPSX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
CIPMX vs. CIPSX — Risk / Return Rank
CIPMX
CIPSX
CIPMX vs. CIPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) 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.
| CIPMX | CIPSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.89 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.15 | -0.50 | +0.65 |
| Martin ratioReturn relative to average drawdown | 0.39 | -0.85 | +1.25 |
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Drawdowns
CIPMX vs. CIPSX - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, roughly equal to the maximum CIPSX drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for CIPMX and CIPSX.
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Drawdown Indicators
| CIPMX | CIPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -46.42% | +1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -31.50% | +16.82% |
Max Drawdown (3Y)Largest decline over 3 years | -20.11% | -33.27% | +13.16% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -34.62% | +1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -36.09% | +2.25% |
Current DrawdownCurrent decline from peak | -0.79% | -20.29% | +19.50% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -8.55% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.64% | 18.36% | -12.72% |
Volatility
CIPMX vs. CIPSX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 3.64%, while Champlain Small Company Fund (CIPSX) has a volatility of 3.92%. This indicates that CIPMX 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
| CIPMX | CIPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 3.92% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 12.40% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 26.09% | -10.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 22.57% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 21.78% | -2.97% |
CIPMX vs. CIPSX - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is lower than CIPSX's 1.26% expense ratio.
Dividends
CIPMX vs. CIPSX - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 17.57%, while CIPSX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 17.57% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
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
CIPMX 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 (3.92%) compared to CIPMX (3.64%). In terms of maximum drawdown, CIPMX dropped -45.33% vs CIPSX's -46.42%.
CIPMX currently has the higher Sharpe Ratio (0.15 vs -0.60), 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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