CIPMX vs. MXMGX
CIPMX (Champlain Mid Cap Fund) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, CIPMX returned 9.77%/yr vs 8.68%/yr for MXMGX. Their correlation of 0.91 means they have usually moved in the same direction. CIPMX charges 1.09%/yr vs 1.02%/yr for MXMGX.
Performance
CIPMX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPMX achieves a 2.60% return, which is significantly higher than MXMGX's 2.39% return. Over the past 10 years, CIPMX has outperformed MXMGX with an annualized return of 9.77%, while MXMGX has yielded a comparatively lower 8.68% annualized return.
CIPMX
- 1D
- -0.20%
- 1M
- -0.93%
- 6M
- 3.49%
- YTD
- 2.60%
- 1Y
- 3.44%
- 3Y*
- 6.74%
- 5Y*
- 1.38%
- 10Y*
- 9.77%
- ALL TIME*
- 9.83%
MXMGX
- 1D
- 0.49%
- 1M
- -1.74%
- 6M
- 2.12%
- YTD
- 2.39%
- 1Y
- 3.95%
- 3Y*
- 5.58%
- 5Y*
- 1.73%
- 10Y*
- 8.68%
- ALL TIME*
- 5.89%
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. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 2.60% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 2.39% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
Correlation
The correlation between CIPMX and MXMGX is 0.82, 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. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2008 | 0.91 |
The correlation between CIPMX and MXMGX has been stable across timeframes, ranging from 0.81 to 0.91 - a consistent structural relationship.
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Return for Risk
CIPMX vs. MXMGX — Risk / Return Rank
CIPMX
MXMGX
CIPMX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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 | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.05 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.32 | -0.34 |
| Martin ratioReturn relative to average drawdown | -0.05 | 1.07 | -1.12 |
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Drawdowns
CIPMX vs. MXMGX - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for CIPMX and MXMGX.
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Drawdown Indicators
| CIPMX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -60.97% | +15.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -10.29% | -4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -20.11% | -23.17% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -32.33% | -0.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -35.88% | +2.04% |
Current DrawdownCurrent decline from peak | -1.57% | -2.15% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -11.74% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 3.09% | +2.66% |
Volatility
CIPMX vs. MXMGX - Volatility Comparison
Champlain Mid Cap Fund (CIPMX) has a higher volatility of 3.63% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 2.53%. This indicates that CIPMX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 2.53% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 10.53% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 13.59% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 19.05% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 18.89% | -0.08% |
CIPMX vs. MXMGX - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than MXMGX's 1.02% expense ratio.
Dividends
CIPMX vs. MXMGX - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 17.71%, more than MXMGX's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 17.71% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.64% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
Frequently Asked Questions
CIPMX and MXMGX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIPMX has higher volatility (3.63%) compared to MXMGX (2.53%). In terms of maximum drawdown, CIPMX dropped -45.33% vs MXMGX's -60.97%.
MXMGX currently has the higher Sharpe Ratio (0.25 vs -0.02), 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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