Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIPSX (CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES) | 1.37% | 15.82% | 11.10% | 9.16% | 8.97% | 11.54% | 9.39% | 9.81% |
Data as of 07/03/2025, AR inception is 12/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPSX (CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES) | 12/10/2004 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 15.82 | 11.10 | 9.16 | 8.97 | 11.54 | 9.39 | 9.81 | 1.37 | 5.00 | 7.05 | -21.10 | 7.46 | 16.81 | 25.02 | -3.35 | 10.56 | 28.05 | -1.25 | 4.11 | 36.24 | 10.57 | 3.88 | 24.30 | 23.86 | -24.04 | 10.84 | 14.03 | 7.95 | 2.31 |
| Sharpe Ratio | NA | 0.42 | 0.34 | 0.37 | 0.34 | NA | NA | 0.39 | -0.18 | -0.08 | 0.15 | -0.82 | 0.41 | 0.44 | 1.63 | -0.28 | 0.92 | 1.65 | -0.08 | 0.28 | 3.06 | 0.47 | 0.14 | 1.36 | 0.89 | -0.66 | 0.48 | 0.84 | 0.45 | 4.23 |
| Standard Deviation(%) | NA | 22.80 | 20.64 | 20.88 | 21.00 | NA | NA | 21.11 | 25.93 | 21.02 | 18.58 | 27.47 | 17.93 | 37.52 | 14.53 | 16.86 | 10.82 | 16.84 | 15.34 | 14.47 | 11.85 | 22.34 | 27.71 | 17.75 | 26.66 | 37.62 | 16.27 | 12.81 | 12.91 | 11.66 |
| Draw Down(%) | NA | 22.19 | 22.19 | 34.62 | 36.09 | NA | NA | 46.37 | 20.20 | 13.16 | 15.94 | 31.02 | 14.30 | 36.09 | 8.50 | 26.30 | 5.36 | 16.22 | 13.05 | 9.47 | 4.47 | 11.88 | 22.66 | 12.49 | 24.79 | 43.77 | 10.30 | 10.93 | 6.43 | 1.77 |
| Yield(%) | 0.00 | 8.85 | 5.77 | 6.25 | 7.30 | 10.70 | 9.02 | 9.75 | 0.00 | 8.91 | 6.85 | 0.28 | 4.85 | 7.12 | 9.22 | 11.27 | 9.81 | 3.49 | 2.59 | 6.21 | 12.44 | 11.58 | 8.61 | 0.00 | 0.00 | 1.99 | 6.94 | 1.92 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPSX (CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES) |
-8.53%
Feb 2006 - Feb 2009 |
2.57%
Sep 2018 - Sep 2023 |
6.96%
Oct 2013 - Oct 2023 |
7.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPSX (CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES) |
26.68%
Feb 2009 - Feb 2012 |
22.88%
Feb 2009 - Feb 2014 |
16.78%
Feb 2009 - Feb 2019 |
13.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart