CIPMX vs. MDY

In the year-to-date period, CIPMX achieves a 2.88% return, which is significantly higher than MDY's 2.53% return. Over the past 10 years, CIPMX has underperformed MDY with an annualized return of 4.84%, while MDY has yielded a comparatively higher 9.22% annualized return.

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CIPMX has a 1.09% expense ratio, which is higher than MDY's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and SPDR S&P MidCap 400 ETF (MDY). 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.

The current CIPMX Sharpe Ratio is -0.09, which is lower than the MDY Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of CIPMX and MDY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIPMX has not paid dividends to shareholders, while MDY's dividend yield for the trailing twelve months is around 1.15%.

The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum MDY drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for CIPMX and MDY. For additional features, visit the drawdowns tool.

The current volatility for Champlain Mid Cap Fund (CIPMX) is 3.23%, while SPDR S&P MidCap 400 ETF (MDY) has a volatility of 3.68%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than MDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.