CIPMX vs. PEXL

In the year-to-date period, CIPMX achieves a 3.06% return, which is significantly lower than PEXL's 5.74% return.

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CIPMX has a 1.09% expense ratio, which is higher than PEXL's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Pacer US Export Leaders ETF (PEXL). 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 -0.16, which is lower than the PEXL Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of CIPMX and PEXL, 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 PEXL's dividend yield for the trailing twelve months is around 0.46%.

The maximum CIPMX drawdown since its inception was -45.33%, which is greater than PEXL's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for CIPMX and PEXL. For additional features, visit the drawdowns tool.

The current volatility for Champlain Mid Cap Fund (CIPMX) is 3.08%, while Pacer US Export Leaders ETF (PEXL) has a volatility of 4.50%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than PEXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.