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Champlain Small Company Institutional (CIPNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.18+0.15 (+0.71%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.31%
5-Year Average Return5.67%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)25.35%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return25.35%
Worst 3-Yr Total Return0.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCIPNXCategory
YTD2.91%12.40%
1-Month0.69%3.37%
3-Month2.91%4.88%
1-Year12.60%55.69%
3-Year0.13%19.34%
5-Year7.35%20.72%
10-Year9.01%13.98%
Last Bull Market38.65%27.85%
Last Bear Market-17.37%-24.06%

Annual Total Return (%) History

Year
CIPNXCategory
2024
N/AN/A
2023
14.28%N/A
2022
-20.62%N/A
2021
12.72%N/A
2020
24.43%38.62%
2019
25.35%27.68%
2018
-2.97%-5.76%
2017
10.81%21.50%
2016
N/A11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.91%N/AN/AN/A
20234.44%5.31%-6.74%11.41%
2022-10.65%-17.37%-1.40%9.04%
20214.82%4.68%-2.27%5.12%
2020-24.40%22.73%6.03%26.47%
201915.11%3.46%-1.28%6.62%
20181.95%11.44%6.08%-19.49%
20172.22%2.87%3.37%1.95%
20169.43%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month93
3-Month92
1-Year82
3-Year37
5-Year73

Load Adjusted Returns

1-Year12.60%
3-Year0.13%
5-Year7.35%
10-Year9.01%