MAPOX vs. SIFAX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
MAPOX vs. SIFAX - Performance Comparison
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MAPOX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | -1.77% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, MAPOX achieves a -1.77% return, which is significantly lower than SIFAX's 8.96% return. Over the past 10 years, MAPOX has outperformed SIFAX with an annualized return of 6.92%, while SIFAX has yielded a comparatively lower 3.91% annualized 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%
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
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MAPOX vs. SIFAX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Return for Risk
MAPOX vs. SIFAX — Risk / Return Rank
MAPOX
SIFAX
MAPOX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 2.03 | -1.57 |
Sortino ratioReturn per unit of downside risk | 0.71 | 2.86 | -2.14 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.40 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 3.49 | -2.76 |
Martin ratioReturn relative to average drawdown | 2.61 | 8.92 | -6.31 |
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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 2.03 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 1.25 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.76 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.36 | -0.34 |
Correlation
The correlation between MAPOX and SIFAX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MAPOX vs. SIFAX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.07%, less than SIFAX's 4.18% 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
MAPOX vs. SIFAX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for MAPOX and SIFAX.
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Drawdown Indicators
| MAPOX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -23.62% | -46.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -3.07% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -8.32% | -13.16% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -14.69% | -10.11% |
Current DrawdownCurrent decline from peak | -5.24% | -0.35% | -4.89% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -8.65% | -12.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.25% | +0.78% |
Volatility
MAPOX vs. SIFAX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 3.33% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.04%. This indicates that MAPOX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.04% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 3.93% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 5.30% | +4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 5.50% | +4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 5.16% | +5.96% |