Champlain Mid Cap Fund Manager Performance Evaluation
| CIPMX Fund | USD 20.19 0.04 0.20% |
The fund shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Champlain Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Champlain Mid is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Champlain Mid Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Champlain Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.0900 |
Champlain |
Champlain Mid Relative Risk vs. Return Landscape
If you would invest 1,615 in Champlain Mid Cap on October 29, 2025 and sell it today you would earn a total of 404.00 from holding Champlain Mid Cap or generate 25.02% return on investment over 90 days. Champlain Mid Cap is currently producing 0.4103% returns and takes up 2.9346% volatility of returns over 90 trading days. Put another way, 26% of traded mutual funds are less volatile than Champlain, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Champlain Mid Current Valuation
Undervalued
Today
Please note that Champlain Mid's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Champlain Mid Cap shows a prevailing Real Value of $21.36 per share. The current price of the fund is $20.19. We determine the value of Champlain Mid Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Champlain Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Champlain Mutual Fund. However, Champlain Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.19 | Real 21.36 | Hype 20.19 | Naive 20.37 |
The intrinsic value of Champlain Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Champlain Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Champlain Mid Cap helps investors to forecast how Champlain mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Champlain Mid more accurately as focusing exclusively on Champlain Mid's fundamentals will not take into account other important factors: Champlain Mid Target Price Odds to finish over Current Price
The tendency of Champlain Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.19 | 90 days | 20.19 | about 10.59 |
Based on a normal probability distribution, the odds of Champlain Mid to move above the current price in 90 days from now is about 10.59 (This Champlain Mid Cap probability density function shows the probability of Champlain Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Champlain Mid has a beta of 0.45 suggesting as returns on the market go up, Champlain Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Champlain Mid Cap will be expected to be much smaller as well. Additionally Champlain Mid Cap has an alpha of 0.3054, implying that it can generate a 0.31 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Champlain Mid Price Density |
| Price |
Predictive Modules for Champlain Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Champlain Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Champlain Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Champlain Mid is not an exception. The market had few large corrections towards the Champlain Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Champlain Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Champlain Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.31 | |
β | Beta against Dow Jones | 0.45 | |
σ | Overall volatility | 1.97 | |
Ir | Information ratio | 0.09 |
Champlain Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Champlain Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Champlain Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 97.03% of its assets under management (AUM) in equities |
Champlain Mid Fundamentals Growth
Champlain Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Champlain Mid, and Champlain Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Champlain Mutual Fund performance.
| Price To Earning | 22.27 X | ||||
| Price To Book | 2.93 X | ||||
| Price To Sales | 2.14 X | ||||
| Total Asset | 131.02 M | ||||
About Champlain Mid Performance
Evaluating Champlain Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Champlain Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Champlain Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.Things to note about Champlain Mid Cap performance evaluation
Checking the ongoing alerts about Champlain Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Champlain Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.03% of its assets under management (AUM) in equities |
- Analyzing Champlain Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Champlain Mid's stock is overvalued or undervalued compared to its peers.
- Examining Champlain Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Champlain Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Champlain Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Champlain Mid's mutual fund. These opinions can provide insight into Champlain Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Champlain Mutual Fund
Champlain Mid financial ratios help investors to determine whether Champlain Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Champlain with respect to the benefits of owning Champlain Mid security.
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