MAPOX vs. CSTAX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and American Funds College 2027 Fund (CSTAX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
MAPOX vs. CSTAX - Performance Comparison
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MAPOX vs. CSTAX - 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% |
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% |
Returns By Period
In the year-to-date period, MAPOX achieves a -3.20% return, which is significantly lower than CSTAX's -0.65% return. Over the past 10 years, MAPOX has outperformed CSTAX with an annualized return of 6.76%, while CSTAX has yielded a comparatively lower 4.97% 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%
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%
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MAPOX vs. CSTAX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
MAPOX vs. CSTAX — Risk / Return Rank
MAPOX
CSTAX
MAPOX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and American Funds College 2027 Fund (CSTAX). 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 | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.73 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.59 | 2.47 | -1.88 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.35 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 2.23 | -1.84 |
Martin ratioReturn relative to average drawdown | 1.41 | 9.16 | -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
| MAPOX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.73 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.57 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.86 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.86 | -0.84 |
Correlation
The correlation between MAPOX and CSTAX 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
MAPOX vs. CSTAX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.12%, less than CSTAX's 5.30% 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% |
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% |
Drawdowns
MAPOX vs. CSTAX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for MAPOX and CSTAX.
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Drawdown Indicators
| MAPOX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -14.52% | -55.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -2.72% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -14.52% | -6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -14.52% | -10.28% |
Current DrawdownCurrent decline from peak | -6.62% | -2.48% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -2.37% | -18.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 0.66% | +1.34% |
Volatility
MAPOX vs. CSTAX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 2.80% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that MAPOX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 1.32% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 2.05% | +3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 3.47% | +6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 5.16% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.11% | 5.82% | +5.29% |