MPGFX vs. ORDNX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and North Square Preferred and Income Securities Fund (ORDNX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
MPGFX vs. ORDNX - Performance Comparison
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MPGFX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 20.57% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly lower than ORDNX's -0.77% return. Both investments have delivered pretty close results over the past 10 years, with MPGFX having a 11.50% annualized return and ORDNX not far behind at 11.45%.
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
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MPGFX vs. ORDNX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
MPGFX vs. ORDNX — Risk / Return Rank
MPGFX
ORDNX
MPGFX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and North Square Preferred and Income Securities Fund (ORDNX). 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.
| MPGFX | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.92 | -1.27 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.42 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.43 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.87 | -0.80 |
Martin ratioReturn relative to average drawdown | 4.17 | 7.04 | -2.87 |
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
| MPGFX | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.92 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 1.08 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.81 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.73 | -0.42 |
Correlation
The correlation between MPGFX and ORDNX is 0.73, 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
MPGFX vs. ORDNX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, less than ORDNX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
MPGFX vs. ORDNX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than ORDNX's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for MPGFX and ORDNX.
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Drawdown Indicators
| MPGFX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -34.40% | -26.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -2.66% | -8.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -18.77% | -7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -34.40% | +1.32% |
Current DrawdownCurrent decline from peak | -6.65% | -2.15% | -4.50% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -3.86% | -10.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 0.71% | +2.17% |
Volatility
MPGFX vs. ORDNX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 1.18% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 1.74% | +8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 2.66% | +15.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 7.08% | +10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 14.24% | +3.83% |