CIPSX vs. KSCOX
Compare and contrast key facts about Champlain Small Company Fund (CIPSX) and Kinetics Small Cap Opportunities Fund (KSCOX).
CIPSX is managed by Champlain Funds. It was launched on Nov 30, 2004. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Performance
CIPSX vs. KSCOX - Performance Comparison
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CIPSX vs. KSCOX - 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% |
KSCOX Kinetics Small Cap Opportunities Fund | 29.72% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
Returns By Period
In the year-to-date period, CIPSX achieves a -10.03% return, which is significantly lower than KSCOX's 29.72% return. Over the past 10 years, CIPSX has underperformed KSCOX with an annualized return of 6.47%, while KSCOX has yielded a comparatively higher 21.17% 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%
KSCOX
- 1D
- -5.64%
- 1M
- -8.65%
- YTD
- 29.72%
- 6M
- 22.71%
- 1Y
- 8.12%
- 3Y*
- 25.79%
- 5Y*
- 16.02%
- 10Y*
- 21.17%
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CIPSX vs. KSCOX - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is lower than KSCOX's 1.64% expense ratio.
Return for Risk
CIPSX vs. KSCOX — Risk / Return Rank
CIPSX
KSCOX
CIPSX vs. KSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Kinetics Small Cap Opportunities Fund (KSCOX). 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 | KSCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 0.31 | -1.20 |
Sortino ratioReturn per unit of downside risk | -1.05 | 0.63 | -1.67 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.08 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.87 | 0.28 | -1.15 |
Martin ratioReturn relative to average drawdown | -2.07 | 0.46 | -2.53 |
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 | KSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 0.31 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.58 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.82 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.61 | -0.25 |
Correlation
The correlation between CIPSX and KSCOX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CIPSX vs. KSCOX - Dividend Comparison
CIPSX has not paid dividends to shareholders, while KSCOX's dividend yield for the trailing twelve months is around 0.14%.
| 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% |
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIPSX vs. KSCOX - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, smaller than the maximum KSCOX drawdown of -70.09%. Use the drawdown chart below to compare losses from any high point for CIPSX and KSCOX.
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Drawdown Indicators
| CIPSX | KSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -70.09% | +23.67% |
Max Drawdown (1Y)Largest decline over 1 year | -31.56% | -24.29% | -7.27% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -33.10% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -47.09% | +11.00% |
Current DrawdownCurrent decline from peak | -33.27% | -11.01% | -22.26% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -14.89% | +6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.26% | 14.84% | -1.58% |
Volatility
CIPSX vs. KSCOX - Volatility Comparison
The current volatility for Champlain Small Company Fund (CIPSX) is 5.06%, while Kinetics Small Cap Opportunities Fund (KSCOX) has a volatility of 7.94%. This indicates that CIPSX experiences smaller price fluctuations and is considered to be less risky than KSCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPSX | KSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 7.94% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 24.36% | 19.48% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.25% | 28.88% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 27.74% | -5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 25.84% | -4.05% |