MBAPX vs. MVIAX
Compare and contrast key facts about Praxis Genesis Balanced Portfolio (MBAPX) and Praxis Value Index Fund (MVIAX).
MBAPX is managed by Praxis Mutual Funds. It was launched on Dec 30, 2009. MVIAX is managed by Praxis Mutual Funds. It was launched on May 1, 2001.
Performance
MBAPX vs. MVIAX - Performance Comparison
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MBAPX vs. MVIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBAPX Praxis Genesis Balanced Portfolio | -2.53% | 13.46% | 9.04% | 14.02% | -16.06% | 8.09% | 12.98% | 19.90% | -4.91% | 13.38% |
MVIAX Praxis Value Index Fund | 0.97% | 12.97% | 10.24% | 20.04% | -7.89% | 24.54% | 3.56% | 34.46% | -8.53% | 16.32% |
Returns By Period
In the year-to-date period, MBAPX achieves a -2.53% return, which is significantly lower than MVIAX's 0.97% return. Over the past 10 years, MBAPX has underperformed MVIAX with an annualized return of 6.74%, while MVIAX has yielded a comparatively higher 11.30% annualized return.
MBAPX
- 1D
- 0.06%
- 1M
- -6.21%
- YTD
- -2.53%
- 6M
- -0.61%
- 1Y
- 10.89%
- 3Y*
- 9.42%
- 5Y*
- 3.84%
- 10Y*
- 6.74%
MVIAX
- 1D
- -0.15%
- 1M
- -6.29%
- YTD
- 0.97%
- 6M
- 3.35%
- 1Y
- 12.02%
- 3Y*
- 12.88%
- 5Y*
- 9.44%
- 10Y*
- 11.30%
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MBAPX vs. MVIAX - Expense Ratio Comparison
MBAPX has a 0.47% expense ratio, which is lower than MVIAX's 0.78% expense ratio.
Return for Risk
MBAPX vs. MVIAX — Risk / Return Rank
MBAPX
MVIAX
MBAPX vs. MVIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Praxis Genesis Balanced Portfolio (MBAPX) and Praxis Value Index Fund (MVIAX). 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.
| MBAPX | MVIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.90 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.31 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.03 | +0.30 |
Martin ratioReturn relative to average drawdown | 5.86 | 4.78 | +1.08 |
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
| MBAPX | MVIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.90 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.67 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.31 | +0.34 |
Correlation
The correlation between MBAPX and MVIAX is 0.89, 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
MBAPX vs. MVIAX - Dividend Comparison
MBAPX's dividend yield for the trailing twelve months is around 5.00%, more than MVIAX's 1.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBAPX Praxis Genesis Balanced Portfolio | 5.00% | 4.93% | 4.30% | 2.23% | 2.82% | 2.12% | 4.82% | 3.80% | 5.32% | 3.76% | 2.99% | 3.38% |
MVIAX Praxis Value Index Fund | 1.05% | 1.06% | 9.59% | 4.63% | 5.11% | 3.63% | 8.55% | 4.84% | 7.28% | 6.40% | 2.63% | 5.10% |
Drawdowns
MBAPX vs. MVIAX - Drawdown Comparison
The maximum MBAPX drawdown since its inception was -24.54%, smaller than the maximum MVIAX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for MBAPX and MVIAX.
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Drawdown Indicators
| MBAPX | MVIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -65.34% | +40.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -11.66% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -18.89% | -5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -24.54% | -36.03% | +11.49% |
Current DrawdownCurrent decline from peak | -6.35% | -6.29% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -12.19% | +8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 2.50% | -0.77% |
Volatility
MBAPX vs. MVIAX - Volatility Comparison
Praxis Genesis Balanced Portfolio (MBAPX) and Praxis Value Index Fund (MVIAX) have volatilities of 3.48% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBAPX | MVIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.33% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 7.35% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.30% | 14.86% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 14.22% | -3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.56% | 16.81% | -6.25% |