CIPSX vs. CIPMX
Compare and contrast key facts about Champlain Small Company Fund (CIPSX) and Champlain Mid Cap Fund (CIPMX).
CIPSX is managed by Champlain Funds. It was launched on Nov 30, 2004. CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008.
Performance
CIPSX vs. CIPMX - Performance Comparison
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CIPSX vs. CIPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | -10.03% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
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% |
Returns By Period
In the year-to-date period, CIPSX achieves a -10.03% return, which is significantly higher than CIPMX's -11.25% return. Over the past 10 years, CIPSX has underperformed CIPMX with an annualized return of 6.47%, while CIPMX has yielded a comparatively higher 9.07% annualized return.
CIPSX
- 1D
- -0.52%
- 1M
- -11.03%
- YTD
- -10.03%
- 6M
- -27.95%
- 1Y
- -25.54%
- 3Y*
- -2.27%
- 5Y*
- -3.72%
- 10Y*
- 6.47%
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%
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CIPSX vs. CIPMX - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than CIPMX's 1.09% expense ratio.
Return for Risk
CIPSX vs. CIPMX — Risk / Return Rank
CIPSX
CIPMX
CIPSX vs. CIPMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Champlain Mid Cap Fund (CIPMX). 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.
| CIPSX | CIPMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | -0.24 | -0.65 |
Sortino ratioReturn per unit of downside risk | -1.05 | -0.21 | -0.84 |
Omega ratioGain probability vs. loss probability | 0.83 | 0.97 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.87 | -0.45 | -0.42 |
Martin ratioReturn relative to average drawdown | -2.07 | -1.49 | -0.58 |
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
| CIPSX | CIPMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | -0.24 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.05 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.48 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.46 | -0.10 |
Correlation
The correlation between CIPSX and CIPMX 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
CIPSX vs. CIPMX - Dividend Comparison
CIPSX has not paid dividends to shareholders, while CIPMX's dividend yield for the trailing twelve months is around 20.48%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 0.00% | 0.00% | 16.74% | 6.39% | 0.36% | 4.45% | 6.11% | 7.96% | 13.29% | 9.78% | 2.72% | 2.67% |
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% |
Drawdowns
CIPSX vs. CIPMX - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, roughly equal to the maximum CIPMX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for CIPSX and CIPMX.
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Drawdown Indicators
| CIPSX | CIPMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -45.33% | -1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -31.56% | -14.68% | -16.88% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -33.20% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -33.84% | -2.25% |
Current DrawdownCurrent decline from peak | -33.27% | -14.85% | -18.42% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -7.95% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.26% | 4.41% | +8.85% |
Volatility
CIPSX vs. CIPMX - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 5.06% compared to Champlain Mid Cap Fund (CIPMX) at 4.41%. This indicates that CIPSX's price experiences larger fluctuations and is considered to be riskier than CIPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPSX | CIPMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.41% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 24.36% | 10.68% | +13.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.25% | 19.84% | +9.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 18.96% | +3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 18.82% | +2.97% |