CIPSX vs. WMKSX
CIPSX (Champlain Small Company Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, CIPSX returned 7.02%/yr vs 13.48%/yr for WMKSX. Their correlation of 0.91 suggests significant overlap in exposure. CIPSX charges 1.26%/yr vs 1.24%/yr for WMKSX.
Performance
CIPSX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPSX achieves a 6.05% return, which is significantly lower than WMKSX's 20.89% return. Over the past 10 years, CIPSX has underperformed WMKSX with an annualized return of 7.02%, while WMKSX has yielded a comparatively higher 13.48% annualized return.
CIPSX
- 1D
- -0.06%
- 1M
- 1.71%
- 6M
- 0.68%
- YTD
- 6.05%
- 1Y
- -16.88%
- 3Y*
- 1.45%
- 5Y*
- -0.60%
- 10Y*
- 7.02%
WMKSX
- 1D
- 0.51%
- 1M
- 1.15%
- 6M
- 13.07%
- YTD
- 20.89%
- 1Y
- 31.50%
- 3Y*
- 23.62%
- 5Y*
- 12.27%
- 10Y*
- 13.48%
CIPSX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 6.05% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
WMKSX WesMark Small Company Fund | 20.89% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between CIPSX and WMKSX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2004 | 0.91 |
The correlation between CIPSX and WMKSX has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.
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Return for Risk
CIPSX vs. WMKSX — Risk / Return Rank
CIPSX
WMKSX
CIPSX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and WesMark Small Company Fund (WMKSX). 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 | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.25 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.31 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 3.83 | -4.35 |
| Martin ratioReturn relative to average drawdown | -0.91 | 12.58 | -13.49 |
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Drawdowns
CIPSX vs. WMKSX - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for CIPSX and WMKSX.
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Drawdown Indicators
| CIPSX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -64.09% | +17.67% |
Max Drawdown (1Y)Largest decline over 1 year | -31.50% | -8.50% | -23.00% |
Max Drawdown (3Y)Largest decline over 3 years | -33.27% | -24.20% | -9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -39.84% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -39.84% | +3.75% |
Current DrawdownCurrent decline from peak | -21.35% | -3.13% | -18.22% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -15.63% | +7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.87% | 2.58% | +15.29% |
Volatility
CIPSX vs. WMKSX - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 4.64% compared to WesMark Small Company Fund (WMKSX) at 3.90%. This indicates that CIPSX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPSX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 3.90% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 12.39% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.14% | 17.87% | +8.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 26.12% | -3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 23.91% | -2.13% |
CIPSX vs. WMKSX - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than WMKSX's 1.24% expense ratio.
Dividends
CIPSX vs. WMKSX - Dividend Comparison
CIPSX has not paid dividends to shareholders, while WMKSX's dividend yield for the trailing twelve months is around 18.95%.
| 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% |
WMKSX WesMark Small Company Fund | 18.95% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
CIPSX and WMKSX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIPSX has higher volatility (4.64%) compared to WMKSX (3.90%). In terms of maximum drawdown, CIPSX dropped -46.42% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.83 vs -0.63), 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.
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