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Champlain Mid Cap Fund Insti Cl: (MF: CIPIX)
(NASDAQ Mutual Funds) As of Jan 21, 2026 05:33 PM ET
$21.36 USD
-0.15 (-0.70%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.69 | 93 |
| 3 months | -0.22 | 75 |
| 6 months | -0.83 | 90 |
| 1 Year | 1.70 | 93 |
| 3 Year | 7.69 | 94 |
| 5 Year | 2.83 | 92 |
| 10 Year | 10.72 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 1.69 |
| 5 Year | 2.82 |
| 10 Year | 10.72 |
| Since Inception | 10.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.65 | 8.69 | -0.61 | -0.22 |
| 2024 | 9.73 | -7.70 | 3.43 | 1.36 |
| 2023 | 5.44 | 4.44 | -6.24 | 12.01 |
| 2022 | -10.83 | -19.51 | -4.25 | 7.27 |
| 2021 | 3.69 | 9.89 | 3.07 | 6.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.69 | 6.19 | 15.65 | -26.29 | 24.89 | 29.36 | 26.51 | 3.75 | 19.52 | 18.71 |
| % Total Return Rel to Index | -16.52 | -18.83 | -10.58 | -8.09 | -3.78 | 10.96 | -4.97 | 8.14 | -2.26 | 6.78 |
| % Total Return Rel to Peer | -11.01 | -13.20 | -7.34 | -6.60 | 2.83 | 9.44 | -1.91 | 10.61 | -1.15 | 10.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 3.00 | 2.00 | 4.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.02 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.13 | 0.05 |
| Capital Gains ($) | 3.57 | 1.75 | 0.06 | 0.29 | 2.85 | 1.14 | 0.81 | 1.11 | 0.85 | 0.65 |
| Expense Ratio | 0.85 | 0.84 | 0.84 | 0.85 | 0.84 | 0.84 | 0.87 | 0.90 | 0.93 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%