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 7.47%/yr vs 14.11%/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 4.39% return, which is significantly lower than WMKSX's 20.14% return. Over the past 10 years, CIPSX has underperformed WMKSX with an annualized return of 7.47%, while WMKSX has yielded a comparatively higher 14.11% annualized return.
CIPSX
- 1D
- -0.68%
- 1M
- 2.33%
- YTD
- 4.39%
- 6M
- 1.85%
- 1Y
- -18.68%
- 3Y*
- 1.94%
- 5Y*
- -1.90%
- 10Y*
- 7.47%
WMKSX
- 1D
- -0.62%
- 1M
- 4.65%
- YTD
- 20.14%
- 6M
- 17.56%
- 1Y
- 33.60%
- 3Y*
- 25.52%
- 5Y*
- 11.21%
- 10Y*
- 14.11%
CIPSX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 4.39% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
WMKSX WesMark Small Company Fund | 20.14% | 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 0.89, 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 | 0.89 |
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 0.89 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 | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.46 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.33 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 4.14 | -4.70 |
| Martin ratioReturn relative to average drawdown | -1.01 | 13.86 | -14.87 |
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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 | -31.56% | -8.50% | -23.06% |
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 | -22.58% | -0.62% | -21.96% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -15.65% | +7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.38% | 2.53% | +14.85% |
Volatility
CIPSX vs. WMKSX - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 5.06% compared to WesMark Small Company Fund (WMKSX) at 4.61%. 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 | 5.06% | 4.61% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 12.32% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.21% | 17.91% | +8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 26.13% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 23.96% | -2.14% |
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 19.07%.
| 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 | 19.07% | 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 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CIPSX has higher volatility (5.06%) compared to WMKSX (4.61%). In terms of maximum drawdown, CIPSX dropped -46.42% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.97 vs -0.67), 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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