MAPOX vs. BERIX
MAPOX (Mairs & Power Balanced Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, MAPOX returned 7.34%/yr vs 4.74%/yr for BERIX. A 0.53 correlation means they provide meaningful diversification when combined. MAPOX charges 0.69%/yr vs 0.64%/yr for BERIX.
Performance
MAPOX vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, MAPOX achieves a 4.91% return, which is significantly higher than BERIX's 2.36% return. Over the past 10 years, MAPOX has outperformed BERIX with an annualized return of 7.34%, while BERIX has yielded a comparatively lower 4.74% annualized return.
MAPOX
- 1D
- 0.75%
- 1M
- 1.28%
- YTD
- 4.91%
- 6M
- 4.61%
- 1Y
- 11.83%
- 3Y*
- 9.33%
- 5Y*
- 4.55%
- 10Y*
- 7.34%
BERIX
- 1D
- -0.28%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.62%
- 1Y
- 10.14%
- 3Y*
- 8.79%
- 5Y*
- 4.29%
- 10Y*
- 4.74%
MAPOX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 4.91% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between MAPOX and BERIX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Sep 3, 1987 | 0.53 |
The correlation between MAPOX and BERIX shifts across timeframes, from 0.40 (1 year) to 0.66 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
MAPOX vs. BERIX — Risk / Return Rank
MAPOX
BERIX
MAPOX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Chartwell Income Fund (BERIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MAPOX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 3.03 | -1.29 |
| Martin ratioReturn relative to average drawdown | 6.74 | 11.70 | -4.96 |
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Drawdowns
MAPOX vs. BERIX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for MAPOX and BERIX.
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Drawdown Indicators
| MAPOX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -20.34% | -49.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -3.36% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -10.74% | -5.82% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -15.73% | -5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -20.34% | -4.46% |
Current DrawdownCurrent decline from peak | -0.18% | -3.36% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -21.17% | -2.59% | -18.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 0.87% | +0.87% |
Volatility
MAPOX vs. BERIX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 2.60% compared to Chartwell Income Fund (BERIX) at 1.61%. This indicates that MAPOX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 1.61% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 4.45% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.00% | 5.11% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.47% | 5.98% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 6.03% | +5.13% |
MAPOX vs. BERIX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Dividends
MAPOX vs. BERIX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.88%, less than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
MAPOX Mairs & Power Balanced Fund | 2.88% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Frequently Asked Questions
MAPOX and BERIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAPOX has higher volatility (2.60%) compared to BERIX (1.61%). In terms of maximum drawdown, MAPOX dropped -69.72% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (1.99 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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