See what your fund actually adds
Champlain Strategic Focus Fund Institutional Shares CIPTX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CIPTX | Replication |
|---|---|---|
| Annualized growth | 19.2% | -27.9% |
| Annualized volatility | 20.0% | 9.4% |
| Sharpe ratio | 0.97 | -3.43 |
| Maximum drawdown | 6.3% | 5.5% |
| Replication fit (R²) | 0.66 · Tracking error 11.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model CIPTX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLY | Sector · Cons Discr | 50.3% |
| VOT | Mid-Cap · Growth | 35.6% |
| SLV | Alternatives · Silver | 14.1% |