CIPMX vs. COWZ
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and Pacer US Cash Cows 100 ETF (COWZ).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. COWZ is a passively managed fund by Pacer that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Performance
CIPMX vs. COWZ - Performance Comparison
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CIPMX vs. COWZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | -11.25% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
COWZ Pacer US Cash Cows 100 ETF | 4.30% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
Returns By Period
In the year-to-date period, CIPMX achieves a -11.25% return, which is significantly lower than COWZ's 4.30% return.
CIPMX
- 1D
- -0.11%
- 1M
- -10.29%
- YTD
- -11.25%
- 6M
- -11.52%
- 1Y
- -4.55%
- 3Y*
- 3.95%
- 5Y*
- 0.88%
- 10Y*
- 9.07%
COWZ
- 1D
- 1.08%
- 1M
- -3.36%
- YTD
- 4.30%
- 6M
- 10.31%
- 1Y
- 16.75%
- 3Y*
- 12.26%
- 5Y*
- 11.01%
- 10Y*
- —
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CIPMX vs. COWZ - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Return for Risk
CIPMX vs. COWZ — Risk / Return Rank
CIPMX
COWZ
CIPMX vs. COWZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Pacer US Cash Cows 100 ETF (COWZ). 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.
| CIPMX | COWZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.96 | -1.20 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.44 | -1.65 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.21 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.30 | -1.75 |
Martin ratioReturn relative to average drawdown | -1.49 | 6.06 | -7.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIPMX | COWZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.96 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.62 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.63 | -0.17 |
Correlation
The correlation between CIPMX and COWZ is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CIPMX vs. COWZ - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 20.48%, more than COWZ's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 20.48% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
COWZ Pacer US Cash Cows 100 ETF | 2.06% | 2.19% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% |
Drawdowns
CIPMX vs. COWZ - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for CIPMX and COWZ.
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Drawdown Indicators
| CIPMX | COWZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -38.63% | -6.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -13.55% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -22.00% | -11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | — | — |
Current DrawdownCurrent decline from peak | -14.85% | -3.36% | -11.49% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -4.85% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 2.91% | +1.50% |
Volatility
CIPMX vs. COWZ - Volatility Comparison
Champlain Mid Cap Fund (CIPMX) has a higher volatility of 4.41% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.00%. This indicates that CIPMX's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | COWZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.00% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 8.36% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 17.50% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 17.73% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 20.08% | -1.26% |