MAPOX vs. IOEZX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and ICON Equity Income Fund (IOEZX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. IOEZX is managed by ICON Funds. It was launched on May 9, 2004.
Performance
MAPOX vs. IOEZX - Performance Comparison
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MAPOX vs. IOEZX - 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% |
IOEZX ICON Equity Income Fund | 8.64% | 14.29% | 6.12% | 3.82% | -13.56% | 24.15% | 3.16% | 27.70% | -10.11% | 13.59% |
Returns By Period
In the year-to-date period, MAPOX achieves a -3.20% return, which is significantly lower than IOEZX's 8.64% return. Over the past 10 years, MAPOX has underperformed IOEZX with an annualized return of 6.76%, while IOEZX has yielded a comparatively higher 8.27% 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%
IOEZX
- 1D
- -0.67%
- 1M
- -4.99%
- YTD
- 8.64%
- 6M
- 12.25%
- 1Y
- 19.34%
- 3Y*
- 11.13%
- 5Y*
- 4.83%
- 10Y*
- 8.27%
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MAPOX vs. IOEZX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than IOEZX's 1.00% expense ratio.
Return for Risk
MAPOX vs. IOEZX — Risk / Return Rank
MAPOX
IOEZX
MAPOX vs. IOEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and ICON Equity Income Fund (IOEZX). 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 | IOEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.28 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.84 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.62 | -1.23 |
Martin ratioReturn relative to average drawdown | 1.41 | 6.69 | -5.29 |
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 | IOEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.28 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.35 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.50 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.39 | -0.37 |
Correlation
The correlation between MAPOX and IOEZX is 0.87, 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. IOEZX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.12%, more than IOEZX's 2.50% 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% |
IOEZX ICON Equity Income Fund | 2.50% | 3.56% | 4.32% | 3.75% | 13.63% | 12.92% | 3.68% | 4.74% | 3.80% | 3.13% | 3.32% | 4.24% |
Drawdowns
MAPOX vs. IOEZX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than IOEZX's maximum drawdown of -56.15%. Use the drawdown chart below to compare losses from any high point for MAPOX and IOEZX.
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Drawdown Indicators
| MAPOX | IOEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -56.15% | -13.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -11.71% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -21.47% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -38.12% | +13.32% |
Current DrawdownCurrent decline from peak | -6.62% | -4.99% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -8.64% | -12.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.84% | -0.84% |
Volatility
MAPOX vs. IOEZX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 2.80%, while ICON Equity Income Fund (IOEZX) has a volatility of 4.25%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than IOEZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | IOEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 4.25% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 8.69% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 15.56% | -5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 13.90% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.11% | 16.44% | -5.33% |