CIPSX vs. DSCIX

Last updated Aug 1, 2026

CIPSX (Champlain Small Company Fund) and DSCIX (Dana Epiphany ESG Small Cap Equity Fund) are both Small Cap Growth Equities funds. Over the past 10 years, CIPSX returned 6.90%/yr vs 9.77%/yr for DSCIX. Their correlation of 0.90 means they have usually moved in the same direction. CIPSX charges 1.26%/yr vs 0.95%/yr for DSCIX.

Performance

CIPSX vs. DSCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Champlain Small Company Fund (CIPSX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CIPSX achieves a 6.88% return, which is significantly lower than DSCIX's 24.24% return. Over the past 10 years, CIPSX has underperformed DSCIX with an annualized return of 6.90%, while DSCIX 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%

DSCIX

• 1D: 0.71%
• 1M: -2.55%
• 6M: 18.24%
• YTD: 24.24%
• 1Y: 41.14%
• 3Y*: 14.43%
• 5Y*: 8.56%
• 10Y*: 9.77%
• ALL TIME*: 9.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CIPSX Champlain Small Company Fund	$0.00	$0.00	$0.00
DSCIX Dana Epiphany ESG Small Cap Equity Fund	$0.00	$0.00	$0.00

CIPSX vs. DSCIX - 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%
DSCIX Dana Epiphany ESG Small Cap Equity Fund	24.24%	13.18%	5.10%	20.00%	-21.46%	30.92%	13.33%	21.51%	-16.96%	11.59%

Correlation

The correlation between CIPSX and DSCIX is 0.83, 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.	0.83
Correlation (3Y) Balances recent behavior with more history.	0.86
Correlation (5Y) Shows whether the relationship held over a longer period.	0.89
Correlation (10Y) Provides a long-term view across more market conditions.	0.90
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.90

The correlation between CIPSX and DSCIX has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.

Return for Risk

CIPSX vs. DSCIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CIPSX

CIPSX Risk / Return Rank: 1
CIPSX Sharpe Ratio Rank: 1
CIPSX Sortino Ratio Rank: 1
CIPSX Omega Ratio Rank: 1
CIPSX Calmar Ratio Rank: 1
CIPSX Martin Ratio Rank: 1

DSCIX

DSCIX Risk / Return Rank: 90
DSCIX Sharpe Ratio Rank: 89
DSCIX Sortino Ratio Rank: 87
DSCIX Omega Ratio Rank: 81
DSCIX Calmar Ratio Rank: 97
DSCIX Martin Ratio Rank: 97

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CIPSX vs. DSCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX). 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	DSCIX	Difference
Sharpe ratio: Return per unit of total volatility	-0.69	2.24	-2.93
Sortino ratio: Return per unit of downside risk	-0.72	3.22	-3.94
Omega ratio: Gain probability vs. loss probability	0.87	1.38	-0.51
Calmar ratio: Return relative to maximum drawdown	-0.57	5.44	-6.01
Martin ratio: Return relative to average drawdown	-0.98	18.73	-19.72

CIPSX vs. DSCIX - Sharpe Ratio Comparison

The current CIPSX Sharpe Ratio is -0.69, which is lower than the DSCIX Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of CIPSX and DSCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CIPSX vs. DSCIX - Drawdown Comparison

The maximum CIPSX drawdown since its inception was -46.42%, roughly equal to the maximum DSCIX drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for CIPSX and DSCIX.

Drawdown Indicators

	CIPSX	DSCIX	Difference
Max Drawdown Largest peak-to-trough decline	-46.42%	-47.60%	+1.18%
Max Drawdown (1Y) Largest decline over 1 year	-31.50%	-7.08%	-24.42%
Max Drawdown (3Y) Largest decline over 3 years	-33.27%	-32.94%	-0.33%
Max Drawdown (5Y) Largest decline over 5 years	-34.62%	-32.94%	-1.68%
Max Drawdown (10Y) Largest decline over 10 years	-36.09%	-47.60%	+11.51%
Current Drawdown Current decline from peak	-20.73%	-4.18%	-16.55%
Average Drawdown Average peak-to-trough decline	-8.55%	-9.74%	+1.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.33%	2.05%	+16.28%

Volatility

CIPSX vs. DSCIX - Volatility Comparison

Champlain Small Company Fund (CIPSX) and Dana Epiphany ESG Small Cap Equity Fund (DSCIX) have volatilities of 3.87% and 3.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CIPSX	DSCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	3.80%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	12.40%	12.39%	+0.01%
Volatility (1Y) Calculated over the trailing 1-year period	26.09%	17.23%	+8.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.58%	22.12%	+0.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.78%	23.20%	-1.42%

CIPSX vs. DSCIX - Expense Ratio Comparison

CIPSX has a 1.26% expense ratio, which is higher than DSCIX's 0.95% expense ratio.

Dividends

CIPSX vs. DSCIX - Dividend Comparison

CIPSX has not paid dividends to shareholders, while DSCIX's dividend yield for the trailing twelve months is around 4.79%.

Position	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%
DSCIX Dana Epiphany ESG Small Cap Equity Fund	4.79%	6.01%	0.16%	0.30%	4.99%	8.71%	0.05%	0.00%	9.11%	0.03%	0.18%	0.00%

Frequently Asked Questions

Can I hold both CIPSX and DSCIX in my portfolio?

CIPSX and DSCIX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CIPSX or DSCIX?

CIPSX has higher volatility (3.87%) compared to DSCIX (3.80%). In terms of maximum drawdown, CIPSX dropped -46.42% vs DSCIX's -47.60%.

Which has better risk-adjusted returns?

DSCIX currently has the higher Sharpe Ratio (2.24 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.