CIPSX vs. VOO

In the year-to-date period, CIPSX achieves a -4.49% return, which is significantly lower than VOO's -3.28% return. Over the past 10 years, CIPSX has underperformed VOO with an annualized return of 6.25%, while VOO has yielded a comparatively higher 12.40% annualized return.

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CIPSX has a 1.26% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Vanguard S&P 500 ETF (VOO). 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 0.38, which is lower than the VOO Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of CIPSX and VOO, 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.

The maximum CIPSX drawdown since its inception was -46.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CIPSX and VOO. For additional features, visit the drawdowns tool.

Champlain Small Company Fund (CIPSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.19% and 11.03%, 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.