MAPOX vs. TIBIX
Compare and contrast key facts about Mairs & Power Balanced Fund (MAPOX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
MAPOX vs. TIBIX - Performance Comparison
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MAPOX vs. TIBIX - 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, MAPOX achieves a -1.77% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, MAPOX has underperformed TIBIX with an annualized return of 6.92%, while TIBIX has yielded a comparatively higher 12.18% 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%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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MAPOX vs. TIBIX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
MAPOX vs. TIBIX — Risk / Return Rank
MAPOX
TIBIX
MAPOX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 3.57 | -3.10 |
Sortino ratioReturn per unit of downside risk | 0.71 | 4.54 | -3.83 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.79 | -0.69 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 4.43 | -3.71 |
Martin ratioReturn relative to average drawdown | 2.61 | 21.79 | -19.18 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 3.57 | -3.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 1.40 | -1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.91 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.75 | -0.73 |
Correlation
The correlation between MAPOX and TIBIX is 0.78, 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. TIBIX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 3.07%, less than TIBIX's 5.40% 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
MAPOX vs. TIBIX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than TIBIX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for MAPOX and TIBIX.
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Drawdown Indicators
| MAPOX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -48.88% | -20.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -8.58% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -20.79% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -34.85% | +10.05% |
Current DrawdownCurrent decline from peak | -5.24% | -3.47% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -6.00% | -15.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.75% | +0.28% |
Volatility
MAPOX vs. TIBIX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 3.33%, while Thornburg Investment Income Builder Fund Class I (TIBIX) has a volatility of 3.68%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.68% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 6.57% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 10.83% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.44% | 11.11% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 13.48% | -2.36% |