Champlain Mid Cap Fund Manager Performance Evaluation
| CIPIX Fund | USD 19.08 -0.28 -1.45% |
The fund has a Market Sensitivity (Beta) of 0.71, which means generally lower market sensitivity than the broad market. CHAMPLAIN MID moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Weak
Weak | Strong |
Champlain Mid Cap has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. The business is commonly classified in the Mid-Cap Growth sector and the Large industry. Despite latest weak performance, the fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund's investors. Learn More
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.8400 |
CHAMPLAIN |
Relative Risk vs. Return Landscape
If you had invested $ 2,105 in Champlain Mid Cap on December 23, 2025 and sold it today you would have lost $ 197.00 from holding Champlain Mid Cap or given up 9.36% of portfolio value over 90 days. Champlain Mid Cap is currently producing negative expected returns and carries 1.0005% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than CHAMPLAIN, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Champlain Mid Cap
Below is the normalized historical share price chart for Champlain Mid Cap extending back to January 03, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of CHAMPLAIN MID stands at 19.08, as last reported on the 23rd of March, with the highest price reaching 19.08 and the lowest price hitting 19.08 during the day.Macro event markers
Target Price Odds to finish over Current Price
For CHAMPLAIN Mutual Fund, the tendency of price to converge toward a long-term average provides a useful forecasting baseline. Investors have relied on this tendency for decades, though persistent mispricings in some instruments suggest additional risk factors. Certain funds show persistent deviations from fair value, typically explained by the risk investors bear. Applying mean reversion analysis to CHAMPLAIN Mutual Fund helps identify potential entry points when prices are extended.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 19.08 | 90 days | 19.08 | about 98.0 |
Based on standard probability analysis, the odds of CHAMPLAIN MID moving above the current price in 90 days from now are about 98.0 . Historical price behavior and variance analysis form the basis of this probability estimate. This probability is most useful when combined with fundamental analysis and current market context. This data helps frame realistic expectations for this fund's price trajectory. (The chart above shows the probability distribution of CHAMPLAIN Mutual Fund prices over the next 90 days). The tails of the distribution show the probability of extreme price movements in CHAMPLAIN Mutual Fund over 90 days. The probability density function is a practical tool for framing expectations about CHAMPLAIN Mutual Fund. Use the probability data to support structured thinking about potential outcomes for CHAMPLAIN Mutual Fund.
CHAMPLAIN MID Price Density |
| Price |
Predictive Modules for CHAMPLAIN MID
A variety of analytical techniques are available for forecasting Champlain Mid Cap and the broader fund market. From technical pattern analysis to statistical models, each method contributes a different perspective on Champlain Mid Cap. A systematic comparison of model outputs provides context to form a more balanced perspective on Champlain Mid Cap. Refining forecasting methods over time can incrementally improve the quality of decisions made about Champlain Mid Cap.The mean reversion principle applied to CHAMPLAIN MID's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of CHAMPLAIN MID's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in CHAMPLAIN MID's price is a well-documented phenomenon in academic research. In many cases, CHAMPLAIN MID's price extremes present statistical patterns that have recurred historically.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, with CHAMPLAIN MID experiencing notable price swings. CHAMPLAIN MID has reflected this volatile environment with periods of significant price swings. Investors in Champlain Mid Cap can mitigate this risk by tracking shifts in CHAMPLAIN MID's fundamental risk indicators. This risk data equips investors with the information needed to adjust Champlain Mid Cap exposure proactively.α | Alpha over Dow Jones | 0.25 | |
β | Beta against Dow Jones | 0.71 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | 0.10 |
Investor Alerts and Insights
Alerts and suggestions for CHAMPLAIN MID give investors a structured way to monitor the fund for material events. Champlain Mid Cap alerts cover shifts in fundamentals, technical conditions, and significant market-moving events. Alert frequency for CHAMPLAIN MID adjusts dynamically based on market volatility and event activity. Regularly reviewing Champlain Mid Cap alerts keeps investors aligned with evolving market conditions.| Champlain Mid Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: 3 Leading Janus Henderson Mutual Funds Worth Your Attention - Bitget | |
| The fund holds 99.36% of its assets under management (AUM) in equities |
CHAMPLAIN MID Fundamentals Growth
CHAMPLAIN Mutual Fund performance is fundamentally tied to CHAMPLAIN MID's financial health and growth outlook. Investors track revenue and earnings growth, margin stability, and balance sheet health for CHAMPLAIN Mutual Fund. The market prices CHAMPLAIN Mutual Fund according to CHAMPLAIN MID's ability to generate revenue and manage debt effectively. Investors evaluating CHAMPLAIN Mutual Fund should focus on CHAMPLAIN MID's earnings quality and revenue momentum.
| Price To Earning | 22.27 X | |||
| Price To Book | 2.93 X | |||
| Price To Sales | 2.14 X | |||
| Total Asset | 2.4 B | |||
Performance Metrics & Calculation Methodology
CHAMPLAIN MID performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Champlain Mid Cap come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.