CSTAX vs. MAPOX
Compare and contrast key facts about American Funds College 2027 Fund (CSTAX) and Mairs & Power Balanced Fund (MAPOX).
CSTAX is managed by American Funds. It was launched on Sep 13, 2012. MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961.
Performance
CSTAX vs. MAPOX - Performance Comparison
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CSTAX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
MAPOX Mairs & Power Balanced Fund | -3.20% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
Returns By Period
In the year-to-date period, CSTAX achieves a -0.65% return, which is significantly higher than MAPOX's -3.20% return. Over the past 10 years, CSTAX has underperformed MAPOX with an annualized return of 4.97%, while MAPOX has yielded a comparatively higher 6.76% annualized return.
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
MAPOX
- 1D
- 0.17%
- 1M
- -6.62%
- YTD
- -3.20%
- 6M
- -3.07%
- 1Y
- 3.16%
- 3Y*
- 7.65%
- 5Y*
- 3.62%
- 10Y*
- 6.76%
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CSTAX vs. MAPOX - Expense Ratio Comparison
CSTAX has a 0.41% expense ratio, which is lower than MAPOX's 0.69% expense ratio.
Return for Risk
CSTAX vs. MAPOX — Risk / Return Rank
CSTAX
MAPOX
CSTAX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2027 Fund (CSTAX) and Mairs & Power Balanced Fund (MAPOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CSTAX | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 0.37 | +1.35 |
Sortino ratioReturn per unit of downside risk | 2.47 | 0.59 | +1.88 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.08 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 0.39 | +1.84 |
Martin ratioReturn relative to average drawdown | 9.16 | 1.41 | +7.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSTAX | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 0.37 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.35 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.61 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.02 | +0.84 |
Correlation
The correlation between CSTAX and MAPOX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSTAX vs. MAPOX - Dividend Comparison
CSTAX's dividend yield for the trailing twelve months is around 5.30%, more than MAPOX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
MAPOX Mairs & Power Balanced Fund | 3.12% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Drawdowns
CSTAX vs. MAPOX - Drawdown Comparison
The maximum CSTAX drawdown since its inception was -14.52%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for CSTAX and MAPOX.
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Drawdown Indicators
| CSTAX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.52% | -69.72% | +55.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -7.27% | +4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -14.52% | -21.48% | +6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -14.52% | -24.80% | +10.28% |
Current DrawdownCurrent decline from peak | -2.48% | -6.62% | +4.14% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -21.25% | +18.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 2.00% | -1.34% |
Volatility
CSTAX vs. MAPOX - Volatility Comparison
The current volatility for American Funds College 2027 Fund (CSTAX) is 1.32%, while Mairs & Power Balanced Fund (MAPOX) has a volatility of 2.80%. This indicates that CSTAX experiences smaller price fluctuations and is considered to be less risky than MAPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSTAX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 2.80% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.05% | 5.64% | -3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.47% | 10.15% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.16% | 10.42% | -5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.82% | 11.11% | -5.29% |