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Champlain Mid Cap Institutional (CIPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.75+0.08 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.57%
5-Year Average Return8.20%
Number of Years Up11
Number of Years Down1
Best 1 Yr Total Return (Apr 28, 2024)37.56%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return37.56%
Worst 3-Yr Total Return2.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCIPIXCategory
YTD9.74%10.80%
1-Month1.42%4.43%
3-Month9.74%7.00%
1-Year20.37%48.17%
3-Year4.06%21.26%
5-Year10.47%20.18%
10-Year11.79%14.07%
Last Bull Market42.91%27.14%
Last Bear Market-19.52%-21.26%

Annual Total Return (%) History

Year
CIPIXCategory
2024
N/AN/A
2023
15.66%N/A
2022
-26.30%N/A
2021
24.90%N/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
20249.74%N/AN/AN/A
20235.45%4.44%-6.25%12.02%
2022-10.84%-19.52%-4.26%7.28%
20213.70%9.90%3.07%6.33%
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)

YTD44
1-Month91
3-Month44
1-Year67
3-Year31
5-Year57

Load Adjusted Returns

1-Year20.37%
3-Year4.06%
5-Year10.47%
10-Year11.79%