MAPOX vs. CONWX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Concorde Wealth Management Fund (CONWX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
MAPOX vs. CONWX - Performance Comparison
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MAPOX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, MAPOX achieves a -3.20% return, which is significantly lower than CONWX's 8.18% return. Over the past 10 years, MAPOX has underperformed CONWX with an annualized return of 6.76%, while CONWX has yielded a comparatively higher 8.62% annualized return.
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%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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MAPOX vs. CONWX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
MAPOX vs. CONWX — Risk / Return Rank
MAPOX
CONWX
MAPOX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Concorde Wealth Management Fund (CONWX). 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.
| MAPOX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.70 | -1.33 |
Sortino ratioReturn per unit of downside risk | 0.59 | 2.36 | -1.78 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.99 | -1.61 |
Martin ratioReturn relative to average drawdown | 1.41 | 11.30 | -9.89 |
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
| MAPOX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.70 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.74 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.78 | -0.76 |
Correlation
The correlation between MAPOX and CONWX is 0.77, 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
MAPOX vs. CONWX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.12%, less than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
MAPOX vs. CONWX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for MAPOX and CONWX.
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Drawdown Indicators
| MAPOX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -26.09% | -43.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -8.60% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -12.49% | -8.99% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -26.09% | +1.29% |
Current DrawdownCurrent decline from peak | -6.62% | -2.03% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -2.78% | -18.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.52% | +0.48% |
Volatility
MAPOX vs. CONWX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 2.80% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that MAPOX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 2.12% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 5.43% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 10.70% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 10.26% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.11% | 11.15% | -0.04% |