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Champlain Small Company Adv (CIPSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.93+0.13 (+0.62%)
At close: 05:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.05%
5-year average return5.32%
Number of years up15
Number of years down4
Best 1-yr total return (5 May 2024)36.21%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return36.21%
Worst 3-yr total return0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIPSXCategory
YTD-3.32%12.40%
1-month-5.98%3.37%
3-month-0.94%4.88%
1-year7.67%55.69%
3-year-3.62%19.34%
5-year4.85%20.72%
10-year8.38%13.98%
Last bull market21.74%27.85%
Last bear market-17.45%-24.06%

Annual total return (%) history

Year
CIPSXCategory
2024
N/AN/A
2023
14.00%N/A
2022
-20.82%N/A
2021
12.42%N/A
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
20242.84%N/AN/AN/A
20234.32%5.33%-6.84%11.36%
2022-10.67%-17.45%-1.43%8.93%
20214.71%4.66%-2.35%5.04%
2020-24.45%22.66%5.94%26.45%
201914.98%3.44%-1.39%6.58%
20181.86%11.40%6.02%-19.52%
20172.18%2.82%3.33%1.86%
2016-2.40%9.06%10.02%9.33%
20153.10%1.00%-10.15%5.58%
2014-1.78%2.42%-6.15%10.24%
201313.02%2.98%8.55%7.82%
20129.32%-2.38%2.51%1.16%
20118.57%0.32%-15.99%13.54%
20104.26%-6.70%11.22%14.89%
2009-10.77%17.87%13.96%3.35%
2008-6.01%2.91%2.58%-23.44%
20073.89%6.87%3.29%-3.35%
20069.18%-4.08%1.39%7.39%
2005-2.45%6.44%6.33%-0.32%

Rank in category (by total return)

YTD88
1-month32
3-month90
1-year78
3-year41
5-year77

Load adjusted returns

1-year7.67%
3-year-3.62%
5-year4.85%
10-year8.38%