Advertisement
Advertisement
U.S. Markets open in 3 hrs 26 mins
Advertisement
Advertisement
Advertisement
Advertisement

Champlain Mid Cap Fund Institutional Class (CIPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
30.47-0.67 (-2.15%)
At close: 08:00PM EST
Advertisement

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return11.48%
5-Year Average Return13.78%
Number of Years Up9
Number of Years DownN/A
Best 1 Yr Total Return (Feb 3, 2019)37.56%
Worst 1 Yr Total Return (Feb 3, 2019)1.41%
Best 3-Yr Total Return37.56%
Worst 3-Yr Total Return9.13%

Trailing Returns (%) Vs. Benchmarks

ReturnCIPIXCategory
YTD17.07%6.24%
1-Month2.73%-2.09%
3-Month6.09%1.65%
1-Year40.52%46.40%
3-Year21.84%19.80%
5-Year18.22%19.05%
10-Year16.34%13.43%
Last Bull Market24.95%27.17%
Last Bear Market-18.28%-21.27%

Annual Total Return (%) History

Year
CIPIXCategory
2021
N/AN/A
2020
29.38%39.26%
2019
26.55%32.52%
2018
3.76%-6.65%
2017
19.50%23.91%
2016
18.68%6.03%
2015
1.41%-0.95%
2014
7.98%7.00%
2013
37.56%34.93%
2012
11.88%14.07%
2011
N/A-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.70%N/AN/AN/A
2020-19.41%26.37%7.64%18.01%
201916.27%3.00%-0.79%6.51%
20184.60%3.69%8.12%-11.51%
20175.50%4.84%1.84%6.09%
20162.46%6.04%5.08%3.95%
20153.76%2.55%-9.62%5.45%
20141.15%4.03%-2.13%4.85%
201314.33%1.65%8.27%9.31%
201211.37%-3.87%3.51%0.96%
20111.25%-16.74%11.55%N/A

Rank In Category (By Total Return)

YTD20
1-Month55
3-Month13
1-Year53
3-Year43
5-Year39

Load Adjusted Returns

1-Year44.76%
3-Year21.31%
5-Year20.37%
10-Year15.70%
Advertisement
Advertisement