MAPOX vs. MAANX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Mutual of America Aggressive Allocation Fund (MAANX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. MAANX is managed by Mutual of America. It was launched on Nov 29, 2021.
Performance
MAPOX vs. MAANX - Performance Comparison
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MAPOX vs. MAANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | -1.77% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.10% |
MAANX Mutual of America Aggressive Allocation Fund | -0.83% | 16.23% | 12.16% | 12.48% | -15.74% | 14.83% | 860.00% |
Returns By Period
In the year-to-date period, MAPOX achieves a -1.77% return, which is significantly lower than MAANX's -0.83% return.
MAPOX
- 1D
- 1.48%
- 1M
- -4.93%
- YTD
- -1.77%
- 6M
- -1.70%
- 1Y
- 4.70%
- 3Y*
- 8.18%
- 5Y*
- 3.74%
- 10Y*
- 6.92%
MAANX
- 1D
- 2.43%
- 1M
- -5.00%
- YTD
- -0.83%
- 6M
- 1.40%
- 1Y
- 16.59%
- 3Y*
- 11.51%
- 5Y*
- 5.55%
- 10Y*
- —
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MAPOX vs. MAANX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than MAANX's 0.05% expense ratio.
Return for Risk
MAPOX vs. MAANX — Risk / Return Rank
MAPOX
MAANX
MAPOX vs. MAANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Mutual of America Aggressive Allocation Fund (MAANX). 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 | MAANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.20 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.81 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.26 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.98 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.61 | 4.58 | -1.97 |
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 | MAANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.20 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.39 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.16 | -0.14 |
Correlation
The correlation between MAPOX and MAANX 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. MAANX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.07%, less than MAANX's 10.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 3.07% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
MAANX Mutual of America Aggressive Allocation Fund | 10.77% | 10.68% | 7.81% | 4.21% | 12.49% | 7.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MAPOX vs. MAANX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than MAANX's maximum drawdown of -29.21%. Use the drawdown chart below to compare losses from any high point for MAPOX and MAANX.
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Drawdown Indicators
| MAPOX | MAANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -29.21% | -40.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -10.72% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -22.63% | +1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | — | — |
Current DrawdownCurrent decline from peak | -5.24% | -5.86% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -5.72% | -15.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.81% | -0.78% |
Volatility
MAPOX vs. MAANX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 3.33%, while Mutual of America Aggressive Allocation Fund (MAANX) has a volatility of 4.39%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than MAANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | MAANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.39% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 8.48% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 15.67% | -5.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 16.35% | -5.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 385.82% | -374.70% |