Nasdaq - Delayed Quote USD

Champlain Small Company Adv (CIPSX)

21.80
-0.07
(-0.32%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.09%
5y Average Return 11.58%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 36.21%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 36.21%
Worst 3Y Total Return 0.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIPSX
Category
YTD
-8.38%
12.40%
1-Month
-1.67%
3.37%
3-Month
-11.06%
4.88%
1-Year
7.77%
55.69%
3-Year
4.56%
19.34%
5-Year
8.86%
20.72%
10-Year
8.20%
13.98%
Last Bull Market
23.56%
27.85%
Last Bear Market
-17.45%
-24.06%

Annual Total Return (%) History

Year
CIPSX
Category
2025
--
--
2024
13.72%
--
2023
14.00%
--
2022
-20.82%
--
2021
12.42%
--
2020
24.13%
38.62%
2019
25.00%
27.68%
2018
-3.18%
-5.76%

2017
10.58%
21.50%
2016
28.03%
11.20%
2015
-1.21%
-2.41%
2014
4.07%
2.44%
2013
36.21%
40.91%
2012
10.66%
13.15%
2011
3.88%
-3.55%
2010
24.30%
26.98%
2009
23.86%
35.46%
2008
-24.04%
-41.55%
2007
10.84%
7.59%
2006
14.03%
10.81%
2005
10.05%
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.82% -- -- --
2024 2.84% -2.62% 8.01% 5.13%
2023 4.32% 5.33% -6.84% 11.36%
2022 -10.67% -17.45% -1.43% 8.93%
2021 4.71% 4.66% -2.35% 5.04%
2020 -24.45% 22.66% 5.94% 26.45%
2019 14.98% 3.44% -1.39% 6.58%
2018 1.86% 11.40% 6.02% -19.52%
2017 2.18% 2.82% 3.33% 1.86%
2016 -2.40% 9.06% 10.02% 9.33%

2015 3.10% 1.00% -10.15% 5.58%
2014 -1.78% 2.42% -6.15% 10.24%
2013 13.02% 2.98% 8.55% 7.82%
2012 9.32% -2.38% 2.51% 1.16%
2011 8.57% 0.32% -15.99% 13.54%
2010 4.26% -6.70% 11.22% 14.89%
2009 -10.77% 17.87% 13.96% 3.35%
2008 -6.01% 2.91% 2.58% -23.44%
2007 3.89% 6.87% 3.29% -3.35%
2006 9.18% -4.08% 1.39% 7.39%
2005 -2.45% 6.44% 6.33% -0.32%

Rank in Category (By Total Return)

YTD 20
1-Month 73
3-Month 14
1-Year 12
3-Year 41
5-Year 48

Load Adjusted Returns

1-Year 7.77%
3-Year 4.56%
5-Year 8.86%
10-Year 8.20%

Performance & Risk

YTD Return 0.09%
5y Average Return 11.58%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Champlain Funds
Net Assets 1.71B
YTD Return -8.38%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 2004

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.

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