MAPOX vs. VWELX
MAPOX (Mairs & Power Balanced Fund) and VWELX (Vanguard Wellington Fund Investor Shares) are both Diversified Portfolio funds. Over the past 10 years, MAPOX returned 7.30%/yr vs 9.79%/yr for VWELX. Their 0.62 correlation means they have sometimes moved together and sometimes differently. MAPOX charges 0.69%/yr vs 0.24%/yr for VWELX.
Performance
MAPOX vs. VWELX - Performance Comparison
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Returns By Period
In the year-to-date period, MAPOX achieves a 6.99% return, which is significantly higher than VWELX's 5.37% return. Over the past 10 years, MAPOX has underperformed VWELX with an annualized return of 7.30%, while VWELX has yielded a comparatively higher 9.79% annualized return.
MAPOX
- 1D
- 0.80%
- 1M
- 0.25%
- 6M
- 3.87%
- YTD
- 6.99%
- 1Y
- 11.66%
- 3Y*
- 9.09%
- 5Y*
- 4.00%
- 10Y*
- 7.30%
- ALL TIME*
- 6.66%
VWELX
- 1D
- 0.47%
- 1M
- -0.68%
- 6M
- 4.23%
- YTD
- 5.37%
- 1Y
- 14.19%
- 3Y*
- 13.77%
- 5Y*
- 7.80%
- 10Y*
- 9.79%
- ALL TIME*
- 9.39%
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. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 6.99% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
VWELX Vanguard Wellington Fund Investor Shares | 5.37% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Correlation
The correlation between MAPOX and VWELX is 0.72, 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. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1980 | 0.62 |
The correlation between MAPOX and VWELX shifts across timeframes, from 0.62 (all time) to 0.89 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
MAPOX vs. VWELX — Risk / Return Rank
MAPOX
VWELX
MAPOX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Balanced Fund (MAPOX) and Vanguard Wellington Fund Investor Shares (VWELX). 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 | VWELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.97 | -0.31 |
| Martin ratioReturn relative to average drawdown | 6.44 | 8.31 | -1.87 |
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Drawdowns
MAPOX vs. VWELX - Drawdown Comparison
The maximum MAPOX drawdown since its inception was -69.72%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for MAPOX and VWELX.
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Drawdown Indicators
| MAPOX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.72% | -36.12% | -33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -6.78% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -10.74% | -11.98% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -20.88% | -0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -24.80% | -25.33% | +0.53% |
Current DrawdownCurrent decline from peak | 0.00% | -1.62% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -21.12% | -3.91% | -17.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.60% | +0.14% |
Volatility
MAPOX vs. VWELX - Volatility Comparison
The current volatility for Mairs & Power Balanced Fund (MAPOX) is 2.22%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.83%. This indicates that MAPOX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPOX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 2.83% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 7.62% | -1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 9.32% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.46% | 11.26% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.13% | 11.55% | -0.42% |
MAPOX vs. VWELX - Expense Ratio Comparison
MAPOX has a 0.69% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Dividends
MAPOX vs. VWELX - Dividend Comparison
MAPOX's dividend yield for the trailing twelve months is around 2.81%, less than VWELX's 10.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.81% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
VWELX Vanguard Wellington Fund Investor Shares | 10.98% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Frequently Asked Questions
MAPOX and VWELX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VWELX has higher volatility (2.83%) compared to MAPOX (2.22%). In terms of maximum drawdown, MAPOX dropped -69.72% vs VWELX's -36.12%.
VWELX currently has the higher Sharpe Ratio (1.43 vs 1.40), 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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