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CIPMX: CHAMPLAIN MID CAP FUND ADVISOR SHARES (MUTUAL FUND)
Basic Info 23.43 0.1(0.43%) June 30
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 07/02/2008 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 7.46% |
| Expenses | 1.10% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/02/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 2.4 | 7.2 | 7.2 | 8.2 | 9.8 | 12.4 | 10.5 | -1.5 | 15.0 | -27.5 | 12.6 | 23.2 | 26.3 | 3.4 | 19.2 | 18.4 | 1.4 | 7.7 | 37.3 | 11.5 | 2.3 | 20.3 | 25.7 | -22.3 |
| Sharpe Ratio | NA | 0.04 | 0.17 | 0.21 | 0.32 | 0.44 | NA | 0.48 | -0.46 | 0.69 | -1.06 | 0.69 | 0.7 | 1.91 | 0.13 | 2.21 | 1.21 | 0.1 | 0.67 | 3.36 | 0.83 | 0.1 | 1.29 | 0.99 | -0.84 |
| Draw Down(%) | NA | 20.1 | 22.8 | 22.8 | 33.2 | 33.8 | NA | 45.4 | 13.8 | 14.8 | 31.8 | 15.2 | 33.8 | 6.9 | 18.4 | 4.0 | 12.0 | 12.4 | 7.5 | 4.5 | 9.2 | 21.7 | 11.5 | 23.4 | 42.7 |
| Standard Deviation(%) | NA | 24.5 | 20.3 | 18.8 | 19.1 | 19.0 | NA | 19.9 | 17.5 | 15.9 | 27.4 | 18.2 | 32.5 | 13.0 | 16.1 | 8.4 | 15.1 | 14.0 | 11.5 | 11.1 | 13.9 | 24.0 | 15.6 | 25.9 | 47.9 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.05 | 0.07 | 0.1 | NA | 0.12 | -0.09 | 0.12 | -0.35 | 0.16 | 0.26 | 0.28 | 0.02 | 0.2 | 0.2 | 0.02 | 0.1 | 0.46 | 0.14 | 0.03 | 0.29 | 0.3 | -0.54 |
| Alpha | NA | -0.06 | -0.05 | -0.03 | -0.01 | 0.0 | NA | 0.01 | -0.06 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | 0.03 | 0.0 | 0.04 | 0.01 | -0.01 | 0.04 | -0.01 | 0.02 | 0.0 | -0.03 | 0.11 |
| Beta | NA | 0.87 | 0.86 | 0.86 | 0.83 | 0.85 | NA | 0.82 | 0.96 | 0.89 | 0.83 | 0.78 | 0.89 | 0.88 | 0.85 | 0.91 | 0.89 | 0.84 | 0.79 | 0.8 | 0.82 | 0.82 | 0.69 | 0.84 | 0.75 |
| RSquared | NA | 0.91 | 0.88 | 0.9 | 0.9 | 0.92 | NA | 0.92 | 0.71 | 0.9 | 0.95 | 0.63 | 0.94 | 0.89 | 0.92 | 0.79 | 0.88 | 0.9 | 0.88 | 0.91 | 0.92 | 0.95 | 0.94 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.0 | 7.5 | 3.5 | 6.0 | 7.1 | 10.6 | N/A | 7.6 | 0.3 | 1.1 | 11.7 | 5.7 | 5.0 | 6.4 | 5.6 | 4.9 | 8.0 | 10.8 | 10.4 | 4.9 | 3.1 | 5.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2401.4 | -56.1 | 34.4 | N/A | N/A | N/A | 2401.4 | -75.9 | -89.8 | 149.8 | 39.9 | -26.5 | 31.3 | 31.2 | -42.8 | -27.6 | 25.7 | 130.7 | 55.2 | -37.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2008
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See Mid-Cap Growth Asset Class Trend Rankings |
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