CIPMX vs. IMCG
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Performance
CIPMX vs. IMCG - Performance Comparison
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CIPMX vs. IMCG - 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% |
IMCG iShares Morningstar Mid-Cap Growth ETF | -1.19% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, CIPMX achieves a -11.25% return, which is significantly lower than IMCG's -1.19% return. Over the past 10 years, CIPMX has underperformed IMCG with an annualized return of 9.07%, while IMCG has yielded a comparatively higher 12.58% annualized 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%
IMCG
- 1D
- 3.63%
- 1M
- -6.39%
- YTD
- -1.19%
- 6M
- -4.39%
- 1Y
- 11.14%
- 3Y*
- 11.94%
- 5Y*
- 5.08%
- 10Y*
- 12.58%
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CIPMX vs. IMCG - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
CIPMX vs. IMCG — Risk / Return Rank
CIPMX
IMCG
CIPMX vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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 | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.55 | -0.79 |
Sortino ratioReturn per unit of downside risk | -0.21 | 0.92 | -1.13 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.12 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.87 | -1.32 |
Martin ratioReturn relative to average drawdown | -1.49 | 3.61 | -5.11 |
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 | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.55 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.25 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.62 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.50 | -0.03 |
Correlation
The correlation between CIPMX and IMCG is 0.91, 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. IMCG - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 20.48%, more than IMCG's 0.80% 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% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.80% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Drawdowns
CIPMX vs. IMCG - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for CIPMX and IMCG.
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Drawdown Indicators
| CIPMX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -58.96% | +13.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -12.99% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -35.08% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -35.08% | +1.24% |
Current DrawdownCurrent decline from peak | -14.85% | -6.90% | -7.95% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -9.29% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.14% | +1.27% |
Volatility
CIPMX vs. IMCG - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 4.41%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 7.19% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 12.08% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 20.27% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 20.09% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 20.44% | -1.62% |