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MPGFX vs. JEPQ
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Performance

MPGFX vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Growth Fund (MPGFX) and undefined (JEPQ). The values are adjusted to include any dividend payments, if applicable.

20.00%30.00%40.00%50.00%60.00%OctoberNovemberDecember2025FebruaryMarch
19.93%
43.73%
MPGFX
JEPQ

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Risk-Adjusted Performance

MPGFX vs. undefined - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and undefined (undefined). 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.


Sharpe ratio
The chart of Sharpe ratio for MPGFX, currently valued at 0.51, compared to the broader market-1.000.001.002.003.004.000.510.93
The chart of Sortino ratio for MPGFX, currently valued at 0.78, compared to the broader market0.002.004.006.008.0010.0012.000.781.26
The chart of Omega ratio for MPGFX, currently valued at 1.10, compared to the broader market1.002.003.004.001.101.18
The chart of Calmar ratio for MPGFX, currently valued at 0.70, compared to the broader market0.005.0010.0015.0020.000.701.20
The chart of Martin ratio for MPGFX, currently valued at 1.88, compared to the broader market0.0020.0040.0060.0080.001.884.65
MPGFX
JEPQ


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50OctoberNovemberDecember2025FebruaryMarch
0.51
0.93
MPGFX
JEPQ

Drawdowns

MPGFX vs. JEPQ - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-9.57%
-7.32%
MPGFX
JEPQ

Volatility

MPGFX vs. JEPQ - Volatility Comparison

The current volatility for Mairs & Power Growth Fund (MPGFX) is 4.55%, while undefined (JEPQ) has a volatility of 5.36%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2025FebruaryMarch
4.55%
5.36%
MPGFX
JEPQ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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