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CIPNX: Champlain Small Company Fund Inst Shares (MUTUAL FUND)
Basic Info 17.97 0.14(0.79%) June 09
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 09/01/2016 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 17.22% |
| Expenses | 1.27% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 2.7 | -2.8 | 5.5 | 1.0 | 7.7 | -20.1 | 13.7 | 14.3 | -20.6 | 12.7 | 24.4 | 25.4 | -3.1 | 10.8 | 10.4 |
| Sharpe Ratio | NA | 0.04 | -0.34 | 0.13 | -0.09 | 0.29 | -0.78 | 0.56 | 0.61 | -0.81 | 0.74 | 0.65 | 1.64 | -0.27 | 0.93 | 2.52 |
| Draw Down(%) | NA | 15.3 | 16.0 | 22.2 | 34.5 | 36.0 | 24.4 | 7.6 | 15.9 | 31.0 | 11.2 | 36.0 | 8.5 | 26.3 | 5.4 | 6.1 |
| Standard Deviation(%) | NA | 18.3 | 18.0 | 19.2 | 20.8 | 21.1 | 29.9 | 17.9 | 17.5 | 27.4 | 17.1 | 37.0 | 14.6 | 16.9 | 10.9 | 13.8 |
| Treynor Ratio | NA | 0.01 | -0.05 | 0.02 | -0.02 | 0.06 | -0.22 | 0.09 | 0.1 | -0.22 | 0.12 | 0.25 | 0.23 | -0.05 | 0.08 | 0.31 |
| Alpha | NA | -0.07 | -0.11 | -0.05 | -0.04 | -0.02 | -0.15 | -0.04 | -0.04 | 0.0 | -0.05 | 0.02 | -0.02 | 0.01 | -0.06 | 0.07 |
| Beta | NA | 1.05 | 1.11 | 1.05 | 1.05 | 1.01 | 1.04 | 1.08 | 1.09 | 1.02 | 1.07 | 0.98 | 1.03 | 0.88 | 1.29 | 1.12 |
| RSquared | NA | 0.66 | 0.6 | 0.69 | 0.76 | 0.79 | 0.48 | 0.61 | 0.71 | 0.86 | 0.74 | 0.87 | 0.81 | 0.79 | 0.7 | 0.75 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 17.2 | 8.7 | 6.7 | 0.3 | 4.8 | 7.0 | 9.2 | 11.2 | 9.8 | 2.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 110.4 | 37.5 | 1798.6 | -93.6 | -21.7 | -10.3 | -30.7 | 15.8 | 261.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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