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Champlain Mid Cap Fund: (MF: CIPMX)
(NASDAQ Mutual Funds) As of Jan 21, 2026 05:33 PM ET
$20.24 USD
-0.14 (-0.69%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.46 | 93 |
| 3 months | -0.28 | 76 |
| 6 months | -0.91 | 91 |
| 1 Year | 1.46 | 93 |
| 3 Year | 7.44 | 94 |
| 5 Year | 2.57 | 93 |
| 10 Year | 10.44 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 734.67 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 1.46 |
| 5 Year | 2.57 |
| 10 Year | 10.44 |
| Since Inception | 10.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.68 | 8.57 | -0.64 | -0.28 |
| 2024 | 9.68 | -7.76 | 3.36 | 1.28 |
| 2023 | 5.39 | 4.41 | -6.34 | 11.96 |
| 2022 | -10.90 | -19.56 | -4.35 | 7.21 |
| 2021 | 3.63 | 9.82 | 3.01 | 6.27 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.46 | 5.90 | 15.40 | -26.51 | 24.60 | 28.98 | 26.21 | 3.52 | 19.24 | 18.38 |
| % Total Return Rel to Index | -16.75 | -19.11 | -10.84 | -8.30 | -4.08 | 10.58 | -5.27 | 7.92 | -2.55 | 6.44 |
| % Total Return Rel to Peer | -11.25 | -13.48 | -7.59 | -6.81 | 2.54 | 9.06 | -2.20 | 10.38 | -1.43 | 10.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 3.00 | 2.00 | 4.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 3.57 | 1.75 | 0.06 | 0.29 | 2.85 | 1.14 | 0.81 | 1.11 | 0.85 | 0.64 |
| Expense Ratio | 1.10 | 1.09 | 1.09 | 1.10 | 1.09 | 1.09 | 1.12 | 1.15 | 1.17 | 1.28 |
* 1 = Top 20%, 5 = Bottom 20%