MPGFX vs. NICSX

In the year-to-date period, MPGFX achieves a -3.25% return, which is significantly lower than NICSX's -0.31% return. Over the past 10 years, MPGFX has underperformed NICSX with an annualized return of 4.56%, while NICSX has yielded a comparatively higher 10.42% annualized return.

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MPGFX has a 0.61% expense ratio, which is lower than NICSX's 0.71% expense ratio.

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

The current MPGFX Sharpe Ratio is 0.12, which is lower than the NICSX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of MPGFX and NICSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MPGFX's dividend yield for the trailing twelve months is around 3.97%, less than NICSX's 8.19% yield.

The maximum MPGFX drawdown since its inception was -60.43%, which is greater than NICSX's maximum drawdown of -50.19%. Use the drawdown chart below to compare losses from any high point for MPGFX and NICSX.

Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.02% compared to Nicholas Fund (NICSX) at 4.31%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than NICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.