UK markets closed

Champlain Mid Cap Institutional (CIPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.76+0.18 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return8.13%
Number of years up11
Number of years down1
Best 1-yr total return (2 May 2024)37.56%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.56%
Worst 3-yr total return2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIPIXCategory
YTD1.12%10.80%
1-month-7.85%4.43%
3-month0.70%7.00%
1-year13.80%48.17%
3-year-0.82%21.26%
5-year7.81%20.18%
10-year11.05%14.07%
Last bull market30.41%27.14%
Last bear market-19.52%-21.26%

Annual total return (%) history

Year
CIPIXCategory
2024
N/AN/A
2023
15.66%N/A
2022
-26.30%N/A
2021
24.90%N/A
2020
29.38%39.26%
2019
26.55%32.52%
2018
3.76%-6.65%
2017
19.50%23.91%
2016
18.68%6.03%
2015
1.41%-0.95%
2014
7.98%7.00%
2013
37.56%34.93%
2012
11.88%14.07%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.74%N/AN/AN/A
20235.45%4.44%-6.25%12.02%
2022-10.84%-19.52%-4.26%7.28%
20213.70%9.90%3.07%6.33%
2020-19.41%26.37%7.64%18.01%
201916.27%3.00%-0.79%6.51%
20184.60%3.69%8.12%-11.51%
20175.50%4.84%1.84%6.09%
20162.46%6.04%5.08%3.95%
20153.76%2.55%-9.62%5.45%
20141.15%4.03%-2.13%4.85%
201314.33%1.65%8.27%9.31%
201211.37%-3.87%3.51%0.96%
20111.25%-16.74%11.55%N/A

Rank in category (by total return)

YTD62
1-month90
3-month84
1-year72
3-year43
5-year64

Load adjusted returns

1-year13.80%
3-year-0.82%
5-year7.81%
10-year11.05%