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Champlain Small Company Institutional (CIPNX)
22.45
-0.07
(-0.31%)
At close: 8:00:22 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -0.71% |
| 5y Average Return | 11.66% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CIPNX | Category Average | CIPNX | Category Average | CIPNX | Category Average | |
| Alpha | -6.29 | -0.02 | -5.23 | 0.01 | -3.41 | -0.02 |
| BETA | 0.98 | 0.01 | 0.98 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.53 | 0.02 | 0.87 | 0.02 | 0.81 | 0.01 |
| R-squared | 72.91 | 0.78 | 73.49 | 0.73 | 76.16 | 0.73 |
| Standard Deviation | 18.69 | 0.26 | 18.47 | 0.21 | 18.12 | 0.19 |
| Sharpe Ratio | 0.09 | 0.01 | 0.41 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 0.09 | 0.15 | 6.38 | 0.17 | 6.24 | 0.11 |
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