MBAPX vs. PALDX
Compare and contrast key facts about Praxis Genesis Balanced Portfolio (MBAPX) and PGIM 60/40 Allocation Fund (PALDX).
MBAPX is managed by Praxis Mutual Funds. It was launched on Dec 30, 2009. PALDX is managed by PGIM. It was launched on Sep 12, 2017.
Performance
MBAPX vs. PALDX - Performance Comparison
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MBAPX vs. PALDX - 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% | 4.19% |
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
Returns By Period
In the year-to-date period, MBAPX achieves a -2.53% return, which is significantly higher than PALDX's -3.62% 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%
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
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MBAPX vs. PALDX - Expense Ratio Comparison
MBAPX has a 0.47% expense ratio, which is higher than PALDX's 0.03% expense ratio.
Return for Risk
MBAPX vs. PALDX — Risk / Return Rank
MBAPX
PALDX
MBAPX vs. PALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Praxis Genesis Balanced Portfolio (MBAPX) and PGIM 60/40 Allocation Fund (PALDX). 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 | PALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.12 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.65 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.42 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.86 | 6.83 | -0.98 |
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 | PALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.12 | -0.04 |
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 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.71 | -0.06 |
Correlation
The correlation between MBAPX and PALDX is 0.93, 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. PALDX - Dividend Comparison
MBAPX's dividend yield for the trailing twelve months is around 5.00%, less than PALDX's 5.62% 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% |
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
Drawdowns
MBAPX vs. PALDX - Drawdown Comparison
The maximum MBAPX drawdown since its inception was -24.54%, smaller than the maximum PALDX drawdown of -26.16%. Use the drawdown chart below to compare losses from any high point for MBAPX and PALDX.
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Drawdown Indicators
| MBAPX | PALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -26.16% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.65% | -8.20% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -20.47% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -24.54% | — | — |
Current DrawdownCurrent decline from peak | -6.35% | -5.96% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -4.16% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 1.70% | +0.03% |
Volatility
MBAPX vs. PALDX - Volatility Comparison
Praxis Genesis Balanced Portfolio (MBAPX) has a higher volatility of 3.48% compared to PGIM 60/40 Allocation Fund (PALDX) at 3.05%. This indicates that MBAPX's price experiences larger fluctuations and is considered to be riskier than PALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBAPX | PALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.05% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 5.86% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.30% | 11.52% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 12.08% | -1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.56% | 12.75% | -2.19% |