CIPMX vs. MDY
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and SPDR S&P MidCap 400 ETF (MDY).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. MDY is a passively managed fund by State Street that tracks the performance of the S&P MidCap 400 Index. It was launched on May 4, 1995.
Performance
CIPMX vs. MDY - Performance Comparison
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CIPMX vs. MDY - 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% |
MDY SPDR S&P MidCap 400 ETF | 2.49% | 7.19% | 13.64% | 16.07% | -13.28% | 24.53% | 13.50% | 25.78% | -11.29% | 15.93% |
Returns By Period
In the year-to-date period, CIPMX achieves a -11.25% return, which is significantly lower than MDY's 2.49% return. Over the past 10 years, CIPMX has underperformed MDY with an annualized return of 9.07%, while MDY has yielded a comparatively higher 10.25% 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%
MDY
- 1D
- 2.96%
- 1M
- -5.29%
- YTD
- 2.49%
- 6M
- 4.11%
- 1Y
- 17.01%
- 3Y*
- 11.76%
- 5Y*
- 6.34%
- 10Y*
- 10.25%
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CIPMX vs. MDY - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than MDY's 0.23% expense ratio.
Return for Risk
CIPMX vs. MDY — Risk / Return Rank
CIPMX
MDY
CIPMX vs. MDY - Risk-Adjusted Trends Comparison
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.
| CIPMX | MDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.81 | -1.05 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.28 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.18 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.23 | -1.68 |
Martin ratioReturn relative to average drawdown | -1.49 | 5.28 | -6.78 |
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 | MDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.81 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.32 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.49 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between CIPMX and MDY is 0.90, 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. MDY - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 20.48%, more than MDY's 1.15% 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% |
MDY SPDR S&P MidCap 400 ETF | 1.15% | 1.15% | 1.18% | 1.21% | 1.37% | 0.96% | 1.12% | 1.34% | 1.39% | 1.18% | 1.31% | 1.35% |
Drawdowns
CIPMX vs. MDY - Drawdown Comparison
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.
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Drawdown Indicators
| CIPMX | MDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -55.33% | +10.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -14.07% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -24.03% | -9.17% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -42.22% | +8.38% |
Current DrawdownCurrent decline from peak | -14.85% | -6.12% | -8.73% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -7.06% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.27% | +1.14% |
Volatility
CIPMX vs. MDY - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 4.41%, while SPDR S&P MidCap 400 ETF (MDY) has a volatility of 6.52%. 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.
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Volatility by Period
| CIPMX | MDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.52% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 11.86% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 21.09% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 19.78% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 21.17% | -2.35% |