CIPSX vs. VRTGX
Compare and contrast key facts about Champlain Small Company Fund (CIPSX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX).
CIPSX is managed by Champlain Funds. It was launched on Nov 30, 2004. VRTGX is managed by Vanguard. It was launched on May 25, 2011.
Performance
CIPSX vs. VRTGX - Performance Comparison
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CIPSX vs. VRTGX - 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% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | -6.77% | 12.97% | 15.26% | 18.80% | -26.30% | 2.82% | 34.81% | 28.84% | -9.21% | 22.27% |
Returns By Period
In the year-to-date period, CIPSX achieves a -10.03% return, which is significantly lower than VRTGX's -6.77% return. Over the past 10 years, CIPSX has underperformed VRTGX with an annualized return of 6.47%, while VRTGX has yielded a comparatively higher 9.37% 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%
VRTGX
- 1D
- -2.00%
- 1M
- -10.13%
- YTD
- -6.77%
- 6M
- -5.62%
- 1Y
- 18.63%
- 3Y*
- 10.77%
- 5Y*
- 0.82%
- 10Y*
- 9.37%
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CIPSX vs. VRTGX - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than VRTGX's 0.08% expense ratio.
Return for Risk
CIPSX vs. VRTGX — Risk / Return Rank
CIPSX
VRTGX
CIPSX vs. VRTGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX). 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 | VRTGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 0.71 | -1.60 |
Sortino ratioReturn per unit of downside risk | -1.05 | 1.15 | -2.20 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.14 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.87 | 1.02 | -1.90 |
Martin ratioReturn relative to average drawdown | -2.07 | 3.52 | -5.60 |
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 | VRTGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 0.71 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.03 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.39 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.09 |
Correlation
The correlation between CIPSX and VRTGX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CIPSX vs. VRTGX - Dividend Comparison
CIPSX has not paid dividends to shareholders, while VRTGX's dividend yield for the trailing twelve months is around 0.77%.
| 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% |
VRTGX Vanguard Russell 2000 Growth Index Fund Institutional Shares | 0.77% | 0.57% | 0.62% | 0.85% | 0.78% | 0.54% | 0.53% | 0.90% | 0.85% | 0.75% | 1.07% | 0.84% |
Drawdowns
CIPSX vs. VRTGX - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, which is greater than VRTGX's maximum drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for CIPSX and VRTGX.
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Drawdown Indicators
| CIPSX | VRTGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -41.97% | -4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -31.56% | -14.80% | -16.76% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -40.48% | +5.86% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -41.97% | +5.88% |
Current DrawdownCurrent decline from peak | -33.27% | -14.80% | -18.47% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -10.53% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.26% | 4.30% | +8.96% |
Volatility
CIPSX vs. VRTGX - Volatility Comparison
The current volatility for Champlain Small Company Fund (CIPSX) is 5.06%, while Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX) has a volatility of 7.60%. This indicates that CIPSX experiences smaller price fluctuations and is considered to be less risky than VRTGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPSX | VRTGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 7.60% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 24.36% | 16.04% | +8.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.25% | 25.09% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 24.47% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 24.41% | -2.62% |