CIPSX vs. VBR

In the year-to-date period, CIPSX achieves a -2.11% return, which is significantly higher than VBR's -4.02% return. Over the past 10 years, CIPSX has outperformed VBR with an annualized return of 8.77%, while VBR has yielded a comparatively lower 7.81% annualized return.

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CIPSX has a 1.26% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Vanguard Small-Cap Value ETF (VBR). 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 CIPSX Sharpe Ratio is 0.47, which is higher than the VBR Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of CIPSX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIPSX's dividend yield for the trailing twelve months is around 8.55%, more than VBR's 2.23% yield.

The maximum CIPSX drawdown since its inception was -46.42%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for CIPSX and VBR.

Champlain Small Company Fund (CIPSX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 6.49% and 6.25%, 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.