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CIPSX: CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES (MUTUAL FUND)
Basic Info 17.06 0.33(1.90%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 12/10/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 17.74% |
| Expenses | 1.27% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 1.2 | -3.7 | 5.5 | 0.4 | 8.2 | 8.8 | 8.7 | 8.8 | -5.5 | 13.4 | 14.0 | -20.8 | 12.4 | 24.1 | 25.0 | -3.4 | 10.6 | 28.1 | -1.3 | 4.1 | 36.2 | 10.6 | 3.9 | 24.3 | 23.9 | -24.0 | 10.8 | 14.0 | 7.9 | 2.3 |
| Sharpe Ratio | NA | 0.02 | -0.35 | 0.12 | -0.1 | 0.31 | NA | NA | 0.36 | -0.38 | 0.55 | 0.6 | -0.81 | 0.72 | 0.64 | 1.62 | -0.28 | 0.92 | 1.65 | -0.08 | 0.28 | 3.06 | 0.47 | 0.14 | 1.36 | 0.89 | -0.66 | 0.47 | 0.83 | 0.44 | 4.22 |
| Draw Down(%) | NA | 15.4 | 16.2 | 22.2 | 34.6 | 36.1 | NA | NA | 46.4 | 20.2 | 7.6 | 15.9 | 31.0 | 11.2 | 36.1 | 8.5 | 26.3 | 5.4 | 16.2 | 13.0 | 9.5 | 4.5 | 11.9 | 22.7 | 12.5 | 24.8 | 43.8 | 10.3 | 10.9 | 6.4 | 1.8 |
| Standard Deviation(%) | NA | 18.3 | 17.9 | 19.2 | 20.8 | 21.0 | NA | NA | 21.0 | 22.2 | 17.9 | 17.5 | 27.4 | 17.1 | 37.0 | 14.5 | 16.9 | 10.8 | 16.8 | 15.3 | 14.5 | 11.8 | 22.3 | 27.7 | 17.7 | 26.7 | 37.6 | 16.3 | 12.8 | 12.9 | 11.7 |
| Treynor Ratio | NA | 0.01 | -0.08 | 0.03 | -0.03 | 0.08 | NA | NA | 0.09 | -0.1 | 0.11 | 0.12 | -0.28 | 0.17 | 0.26 | 0.28 | -0.06 | 0.11 | 0.31 | -0.01 | 0.05 | 0.46 | 0.13 | 0.05 | 0.33 | 0.3 | -0.29 | 0.09 | 0.15 | 0.07 | 0.51 |
| Alpha | NA | -0.07 | -0.09 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | -0.05 | 0.0 | -0.02 | 0.01 | 0.03 | -0.02 | -0.01 | 0.0 | -0.03 | 0.06 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.01 | -0.03 | 0.06 | 0.01 | 0.02 | 0.0 | -0.09 |
| Beta | NA | 0.67 | 0.77 | 0.83 | 0.83 | 0.85 | NA | NA | 0.83 | 0.86 | 0.88 | 0.85 | 0.81 | 0.74 | 0.93 | 0.85 | 0.84 | 0.93 | 0.91 | 0.91 | 0.85 | 0.78 | 0.79 | 0.84 | 0.73 | 0.8 | 0.85 | 0.83 | 0.69 | 0.81 | 0.97 |
| RSquared | NA | 0.68 | 0.72 | 0.84 | 0.88 | 0.87 | NA | NA | 0.88 | 0.88 | 0.84 | 0.89 | 0.94 | 0.81 | 0.9 | 0.85 | 0.91 | 0.79 | 0.89 | 0.89 | 0.86 | 0.9 | 0.37 | 0.96 | 0.95 | 0.96 | 0.95 | 0.88 | 0.84 | 0.87 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.7 | 8.9 | 6.8 | 0.3 | 4.9 | 7.1 | 9.2 | 11.3 | 9.8 | 3.5 | 2.6 | 6.2 | 12.4 | 11.6 | 8.6 | 0.0 | 0.0 | 2.0 | 6.9 | 1.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | 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 | 27.5 | -58.9 | -40.8 | 7.4 | 27.2 | N/A | N/A | -100.0 | -70.6 | 300.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2004
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