MAPOX vs. SIFAX
MAPOX (Mairs & Power Balanced Fund) and SIFAX (SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund) are both Diversified Portfolio funds. Over the past 10 years, MAPOX returned 7.45%/yr vs 3.21%/yr for SIFAX. At a 0.29 correlation, their price movements are largely independent. MAPOX charges 0.69%/yr vs 0.90%/yr for SIFAX.
Performance
MAPOX vs. SIFAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MAPOX achieves a 4.59% return, which is significantly lower than SIFAX's 5.43% return. Over the past 10 years, MAPOX has outperformed SIFAX with an annualized return of 7.45%, while SIFAX has yielded a comparatively lower 3.21% annualized return.
MAPOX
- 1D
- -0.31%
- 1M
- 0.97%
- YTD
- 4.59%
- 6M
- 4.18%
- 1Y
- 10.47%
- 3Y*
- 9.56%
- 5Y*
- 4.27%
- 10Y*
- 7.45%
SIFAX
- 1D
- 0.00%
- 1M
- -3.02%
- YTD
- 5.43%
- 6M
- 5.69%
- 1Y
- 8.31%
- 3Y*
- 6.58%
- 5Y*
- 5.33%
- 10Y*
- 3.21%
MAPOX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 4.59% | 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 | 5.43% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Correlation
The correlation between MAPOX and SIFAX is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.29 |
The correlation between MAPOX and SIFAX shifts across timeframes, from -0.08 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
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 | SIFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.85 | -0.15 |
| Martin ratioReturn relative to average drawdown | 6.61 | 8.41 | -1.81 |
Loading charts...
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.
Loading charts...
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 | -6.77% | -4.24% | -2.53% |
Max Drawdown (3Y)Largest decline over 3 years | -10.74% | -4.24% | -6.50% |
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 | -0.48% | -4.24% | +3.76% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -8.53% | -12.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 0.98% | +0.76% |
Volatility
MAPOX vs. SIFAX - Volatility Comparison
Mairs & Power Balanced Fund (MAPOX) has a higher volatility of 2.56% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 1.60%. 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.
Loading charts...
Volatility by Period
| MAPOX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 1.60% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 6.07% | 4.79% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 5.56% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 5.62% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 5.23% | +5.93% |
MAPOX vs. SIFAX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Dividends
MAPOX vs. SIFAX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.89%, less than SIFAX's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.89% | 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 | 4.32% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Frequently Asked Questions
MAPOX and SIFAX have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAPOX has higher volatility (2.56%) compared to SIFAX (1.60%). In terms of maximum drawdown, MAPOX dropped -69.72% vs SIFAX's -23.62%.
MAPOX currently has the higher Sharpe Ratio (1.44 vs 1.41), 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.
Find the right allocation for MAPOX and SIFAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer