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MINN vs. FIMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MINN vs. FIMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Minnesota Municipal Bond ETF (MINN) and Fidelity Minnesota Municipal Income Fund (FIMIX). The values are adjusted to include any dividend payments, if applicable.

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MINN vs. FIMIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
MINN
Mairs & Power Minnesota Municipal Bond ETF
-1.20%5.61%0.21%5.41%-12.27%1.28%
FIMIX
Fidelity Minnesota Municipal Income Fund
-1.21%5.80%1.22%5.02%-8.12%1.40%

Returns By Period

The year-to-date returns for both stocks are quite close, with MINN having a -1.20% return and FIMIX slightly lower at -1.21%.


MINN

1D
0.18%
1M
-2.27%
YTD
-1.20%
6M
0.91%
1Y
3.98%
3Y*
2.44%
5Y*
-0.46%
10Y*

FIMIX

1D
0.18%
1M
-3.16%
YTD
-1.21%
6M
0.56%
1Y
4.10%
3Y*
2.88%
5Y*
0.73%
10Y*
1.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MINN vs. FIMIX - Expense Ratio Comparison

MINN has a 0.25% expense ratio, which is lower than FIMIX's 0.49% expense ratio.


Return for Risk

MINN vs. FIMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MINN
MINN Risk / Return Rank: 3838
Overall Rank
MINN Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
MINN Sortino Ratio Rank: 3434
Sortino Ratio Rank
MINN Omega Ratio Rank: 3333
Omega Ratio Rank
MINN Calmar Ratio Rank: 4646
Calmar Ratio Rank
MINN Martin Ratio Rank: 4141
Martin Ratio Rank

FIMIX
FIMIX Risk / Return Rank: 5555
Overall Rank
FIMIX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
FIMIX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FIMIX Omega Ratio Rank: 7878
Omega Ratio Rank
FIMIX Calmar Ratio Rank: 4646
Calmar Ratio Rank
FIMIX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MINN vs. FIMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Minnesota Municipal Bond ETF (MINN) and Fidelity Minnesota Municipal Income Fund (FIMIX). 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.


MINNFIMIXDifference

Sharpe ratio

Return per unit of total volatility

0.67

1.07

-0.40

Sortino ratio

Return per unit of downside risk

1.00

1.43

-0.43

Omega ratio

Gain probability vs. loss probability

1.14

1.30

-0.17

Calmar ratio

Return relative to maximum drawdown

1.22

1.14

+0.08

Martin ratio

Return relative to average drawdown

3.94

4.19

-0.25

MINN vs. FIMIX - Sharpe Ratio Comparison

The current MINN Sharpe Ratio is 0.67, which is lower than the FIMIX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of MINN and FIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MINNFIMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

1.07

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

0.21

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

1.06

-1.14

Correlation

The correlation between MINN and FIMIX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

MINN vs. FIMIX - Dividend Comparison

MINN's dividend yield for the trailing twelve months is around 3.05%, more than FIMIX's 2.73% yield.


TTM20252024202320222021202020192018201720162015
MINN
Mairs & Power Minnesota Municipal Bond ETF
3.05%2.94%2.65%1.80%1.34%0.64%0.00%0.00%0.00%0.00%0.00%0.00%
FIMIX
Fidelity Minnesota Municipal Income Fund
2.73%3.57%2.66%2.29%1.44%1.81%2.12%2.56%2.63%2.53%3.25%2.90%

Drawdowns

MINN vs. FIMIX - Drawdown Comparison

The maximum MINN drawdown since its inception was -18.37%, which is greater than FIMIX's maximum drawdown of -12.52%. Use the drawdown chart below to compare losses from any high point for MINN and FIMIX.


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Drawdown Indicators


MINNFIMIXDifference

Max Drawdown

Largest peak-to-trough decline

-18.37%

-12.52%

-5.85%

Max Drawdown (1Y)

Largest decline over 1 year

-3.60%

-4.52%

+0.92%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

-12.52%

-5.85%

Max Drawdown (10Y)

Largest decline over 10 years

-12.52%

Current Drawdown

Current decline from peak

-4.11%

-3.16%

-0.95%

Average Drawdown

Average peak-to-trough decline

-7.95%

-1.63%

-6.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

1.23%

-0.11%

Volatility

MINN vs. FIMIX - Volatility Comparison

Mairs & Power Minnesota Municipal Bond ETF (MINN) and Fidelity Minnesota Municipal Income Fund (FIMIX) have volatilities of 1.14% and 1.12%, 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


MINNFIMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

1.12%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

3.19%

1.70%

+1.49%

Volatility (1Y)

Calculated over the trailing 1-year period

6.00%

4.59%

+1.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.06%

3.51%

+1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.04%

3.63%

+1.41%