MAPOX vs. QBDSX
MAPOX (Mairs & Power Balanced Fund) and QBDSX (Quantified Managed Income Fund) are both Diversified Portfolio funds. Over the past 10 years, MAPOX returned 7.17%/yr vs 0.52%/yr for QBDSX. Their 0.45 correlation means their historical movements had little consistent relationship. MAPOX charges 0.69%/yr vs 1.31%/yr for QBDSX.
Performance
MAPOX vs. QBDSX - Performance Comparison
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Returns By Period
In the year-to-date period, MAPOX achieves a 6.14% return, which is significantly higher than QBDSX's -0.25% return. Over the past 10 years, MAPOX has outperformed QBDSX with an annualized return of 7.17%, while QBDSX has yielded a comparatively lower 0.52% annualized return.
MAPOX
- 1D
- 0.36%
- 1M
- -0.54%
- 6M
- 3.55%
- YTD
- 6.14%
- 1Y
- 10.77%
- 3Y*
- 8.69%
- 5Y*
- 3.84%
- 10Y*
- 7.17%
- ALL TIME*
- 6.64%
QBDSX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- -0.88%
- YTD
- -0.25%
- 1Y
- 0.15%
- 3Y*
- 2.24%
- 5Y*
- 0.70%
- 10Y*
- 0.52%
- ALL TIME*
- 0.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MAPOX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 6.14% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
QBDSX Quantified Managed Income Fund | -0.25% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Correlation
The correlation between MAPOX and QBDSX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.45 |
Over the past year, MAPOX and QBDSX have become more correlated (0.69) than their long-term average of 0.45, meaning their price movements have been converging.
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Return for Risk
MAPOX vs. QBDSX — Risk / Return Rank
MAPOX
QBDSX
MAPOX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Quantified Managed Income Fund (QBDSX). 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 | QBDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.27 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.00 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | -0.03 | +1.50 |
| Martin ratioReturn relative to average drawdown | 5.71 | -0.07 | +5.77 |
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Drawdowns
MAPOX vs. QBDSX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for MAPOX and QBDSX.
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Drawdown Indicators
| MAPOX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -18.38% | -51.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -3.09% | -3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -10.74% | -3.76% | -6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -7.40% | -14.08% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -18.38% | -6.42% |
Current DrawdownCurrent decline from peak | -0.64% | -8.29% | +7.65% |
Average DrawdownAverage peak-to-trough decline | -21.12% | -6.86% | -14.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.43% | +0.31% |
Volatility
MAPOX vs. QBDSX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 2.07% compared to Quantified Managed Income Fund (QBDSX) at 0.75%. This indicates that MAPOX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 0.75% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 6.10% | 2.38% | +3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.00% | 3.53% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 4.31% | +6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.13% | 5.24% | +5.89% |
MAPOX vs. QBDSX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Dividends
MAPOX vs. QBDSX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.84%, less than QBDSX's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.84% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Frequently Asked Questions
MAPOX and QBDSX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAPOX has higher volatility (2.07%) compared to QBDSX (0.75%). In terms of maximum drawdown, MAPOX dropped -69.72% vs QBDSX's -18.38%.
MAPOX currently has the higher Sharpe Ratio (1.24 vs -0.03), 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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