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Champlain Small Company Fund Inst Shares CIPNX

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 1.83
Ex-Dividend Date Dec 18, 2024
Annualized Return (3Y) 9.13%
Annualized Return (5Y) 8.11%
Close 22.20
Previous Close 22.41
Worst 3Y Roll AR -3.39%
Worst 5Y Roll AR 2.83%
Inception Date Sep 01, 2016
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Dividends


Champlain Small Company Fund Inst Shares (CIPNX) Dividend Information

Champlain Small Company Fund Inst Shares (CIPNX) dividend growth in the last 12 months is 37.55%

The trailing 12-month yield of Champlain Small Company Fund Inst Shares is 8.17%. its dividend history:

Pay Date Cash Amount
Dec 18, 2024 $1.828
Dec 18, 2023 $1.329
Dec 15, 2022 $0.07
Dec 14, 2021 $1.097
Dec 16, 2020 $1.401
Dec 19, 2019 $1.562
Dec 20, 2018 $2.2536
Dec 20, 2017 $1.946
Dec 20, 2016 $0.538

Dividend Growth History for Champlain Small Company Fund Inst Shares (CIPNX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $1.828 8.70% 37.55% -
2023 $1.329 6.71% 1,798.57% 37.55%
2022 $0.07 0.28% -93.62% 411.02%
2021 $1.097 4.78% -21.70% 18.56%
2020 $1.401 7.05% -10.31% 6.88%
2019 $1.562 9.15% -30.69% 3.20%
2018 $2.2536 11.22% 15.81% -3.43%
2017 $1.946 9.80% 261.71% -0.89%
2016 $0.538 2.93% - 16.52%

Dividend Growth Chart for Champlain Small Company Fund Inst Shares (CIPNX)

Champlain Small Company Fund Inst Shares (CIPNX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


Champlain Small Company Fund Inst Shares (CIPNX) Historical Returns And Risk Info

From 09/01/2016 to 07/21/2025, the compound annualized total return (dividend reinvested) of Champlain Small Company Fund Inst Shares (CIPNX) is 8.868%. Its cumulative total return (dividend reinvested) is 112.163%.

From 09/01/2016 to 07/21/2025, the Maximum Drawdown of Champlain Small Company Fund Inst Shares (CIPNX) is 36.0%.

From 09/01/2016 to 07/21/2025, the Sharpe Ratio of Champlain Small Company Fund Inst Shares (CIPNX) is 0.35.

From 09/01/2016 to 07/21/2025, the Annualized Standard Deviation of Champlain Small Company Fund Inst Shares (CIPNX) is 21.4%.

From 09/01/2016 to 07/21/2025, the Beta of Champlain Small Company Fund Inst Shares (CIPNX) is 1.01.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CIPNX (Champlain Small Company Fund Inst Shares) -1.25% 6.60% 9.13% 8.11% NA NA NA 9.86%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.90% 14.68% 18.00% 15.80% 13.41% 14.57% 10.54% 16.34%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.37% 9.93% 10.06% 7.04% 6.51% 7.38% 6.08% 7.96%
Data as of 07/21/2025, AR inception is 09/01/2016

Return Calculator for Champlain Small Company Fund Inst Shares (CIPNX)

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Champlain Small Company Fund Inst Shares (CIPNX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Champlain Small Company Fund Inst Shares (CIPNX)

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Retirement Spending Calculator for Champlain Small Company Fund Inst Shares (CIPNX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 09/01/2016 to 07/21/2025, the worst annualized return of 3-year rolling returns for Champlain Small Company Fund Inst Shares (CIPNX) is -3.39%.
From 09/01/2016 to 07/21/2025, the worst annualized return of 5-year rolling returns for Champlain Small Company Fund Inst Shares (CIPNX) is 2.83%.

Drawdowns


Champlain Small Company Fund Inst Shares (CIPNX) Maximum Drawdown




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