Champlain Mid Cap Fund Manager Performance Evaluation

CIPMX Fund  USD 18.52  0.15  0.82%   
The fund owns a Beta (Systematic Risk) of 0.65, which signifies possible diversification benefits within a given portfolio. 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
Over the last 90 days, Champlain Mid Cap generated negative risk-adjusted returns and added little value for fund investors. Current market capitalization is about 18.0. Despite somewhat strong primary indicators, CHAMPLAIN MID is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of May 2025
Expense Ratio1.0900
  

Relative Risk vs. Return Landscape

If you had invested $ 1,962 in Champlain Mid Cap on December 17, 2025 and sold it today you would have lost $ 110.00 from holding Champlain Mid Cap or given up 5.61% of portfolio value over 90 days. Champlain Mid Cap is currently producing negative expected returns and carries 0.9929% 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  
This benchmark view frames the instrument through return capture and volatility trade-offs. It keeps the emphasis on benchmark context, not just standalone performance. Assuming a 90-day horizon CHAMPLAIN MID is expected to under-perform the market. In addition to that, the fund is 1.25 times more volatile than its market benchmark. It trades about -0.09 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.03 per unit of volatility.

Historical Prices of Champlain Mid Cap

Below is the normalized historical share price chart for Champlain Mid Cap extending back to June 30, 2008. 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 18.52, as last reported on the 17th of March 2026, with the highest price reaching 18.52 and the lowest price hitting 18.52 during the day.
Macro event markers
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Prices of funds like CHAMPLAIN Mutual Fund tend to oscillate around a central value over time, a phenomenon known as mean reversion. Although this tendency is a useful forecasting input, some instruments remain persistently underpriced or overpriced before the market corrects the discrepancy.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
18.52 90 days 18.52
about 81.51
Under a normal probability framework, the likelihood of CHAMPLAIN MID moving above the current price in 90 days from now is about 81.51 (The distribution above models the probability of CHAMPLAIN Mutual Fund reaching different price points within 90 days).
Assuming a 90-day horizon CHAMPLAIN MID has a beta of 0.65 suggesting as returns on the market go up, CHAMPLAIN MID's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Champlain Mid Cap is expected to be smaller as well. Additionally, Champlain Mid Cap has an alpha of 0.2547, implying that it can generate a 0.2547 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   CHAMPLAIN MID Price Density   
       Price  

Predictive Modules for CHAMPLAIN MID

The challenge of forecasting Champlain Mid Cap mirrors the broader difficulty of predicting fund market movements. No single technique offers reliable accuracy, but investors who apply multiple methods and compare the results are better positioned to identify potential outcomes and manage risk effectively.
While mean reversion in CHAMPLAIN MID is a statistically observable tendency, it operates on uncertain timelines. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs.
Hype
Prediction
LowEstimatedHigh
17.5318.5219.51
Details
Intrinsic
Valuation
LowRealHigh
17.7418.7319.72
Details
Naive
Forecast
LowNextHigh
16.7417.7418.73
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.2919.0819.86
Details
To derive maximum value from CHAMPLAIN MID analysis, compare CHAMPLAIN MID's metrics against peers. This cross-sectional approach separates idiosyncratic performance from sector-level trends.

Primary Risk Indicators

The mutual fund market has been marked by significant volatility in the last 10-20 years, and CHAMPLAIN MID has not been spared. Both sharp declines and strong rallies have tested investor discipline. A hedging strategy built around CHAMPLAIN MID's risk indicators can help those holding Champlain Mid Cap manage downside risk more effectively.
α
Alpha over Dow Jones
0.25
β
Beta against Dow Jones0.65
σ
Overall volatility
0.97
Ir
Information ratio 0.09

Investor Alerts and Insights

Investors who use alerts for CHAMPLAIN MID can respond more quickly to important fund events. Notifications for Champlain Mid Cap highlight significant technical and fundamental shifts that may create new opportunities or signal emerging risks.
Champlain Mid Cap generated a negative expected return over the last 90 days
Latest headline from news.google.com: Andrew C. Dziedzic - Explore Financial Disclosures From President Trump and 1,500 of His Appointees - Pro Publica
The fund holds 97.03% of its assets under management (AUM) in equities

CHAMPLAIN MID Fundamentals Growth

Investor sentiment toward CHAMPLAIN Mutual Fund is largely driven by CHAMPLAIN MID's fundamental metrics. Revenue growth rates, earnings per share trends, profit margin changes, and leverage ratios are among the most impactful factors determining CHAMPLAIN Mutual Fund market behavior.

Performance Metrics & Calculation Methodology

CHAMPLAIN MID performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Benchmark comparison clarifies whether outcomes reflect exposure or implementation effects.

Data shown for Champlain Mid Cap is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication cadence can introduce delays. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 7th, 2026