CIPSX vs. CIPMX
CIPSX (Champlain Small Company Fund) and CIPMX (Champlain Mid Cap Fund) are both mutual funds - CIPSX is a Small Cap Growth Equities fund managed by Champlain, while CIPMX is a Mid Cap Growth Equities fund managed by Champlain. Over the past 10 years, CIPSX returned 6.90%/yr vs 9.77%/yr for CIPMX. Their correlation of 0.91 means they have usually moved in the same direction. CIPSX charges 1.26%/yr vs 1.09%/yr for CIPMX.
Performance
CIPSX vs. CIPMX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPSX achieves a 6.88% return, which is significantly higher than CIPMX's 2.60% return. Over the past 10 years, CIPSX has underperformed CIPMX with an annualized return of 6.90%, while CIPMX has yielded a comparatively higher 9.77% annualized return.
CIPSX
- 1D
- 1.01%
- 1M
- -1.80%
- 6M
- 5.82%
- YTD
- 6.88%
- 1Y
- -14.89%
- 3Y*
- 0.79%
- 5Y*
- -1.22%
- 10Y*
- 6.90%
- ALL TIME*
- 8.41%
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%
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 |
CIPSX vs. CIPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 6.88% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
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% |
Correlation
The correlation between CIPSX and CIPMX is 0.86, 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. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2008 | 0.91 |
The correlation between CIPSX and CIPMX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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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.
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.
| CIPSX | CIPMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.01 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | -0.02 | -0.55 |
| Martin ratioReturn relative to average drawdown | -0.98 | -0.05 | -0.93 |
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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 | -31.50% | -14.68% | -16.82% |
Max Drawdown (3Y)Largest decline over 3 years | -33.27% | -20.11% | -13.16% |
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 | -20.73% | -1.57% | -19.16% |
Average DrawdownAverage peak-to-trough decline | -8.55% | -7.93% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.33% | 5.75% | +12.58% |
Volatility
CIPSX vs. CIPMX - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 3.87% compared to Champlain Mid Cap Fund (CIPMX) at 3.63%. 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 | 3.87% | 3.63% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 11.40% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 15.15% | +10.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 19.12% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 18.81% | +2.97% |
CIPSX vs. CIPMX - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than CIPMX's 1.09% expense ratio.
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 17.71%.
| 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% |
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% |
Frequently Asked Questions
CIPSX and CIPMX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIPSX has higher volatility (3.87%) compared to CIPMX (3.63%). In terms of maximum drawdown, CIPSX dropped -46.42% vs CIPMX's -45.33%.
CIPMX currently has the higher Sharpe Ratio (-0.02 vs -0.69), 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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