MPGFX vs. PAGRX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
MPGFX vs. PAGRX - Performance Comparison
Loading graphics...
MPGFX vs. PAGRX - 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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly lower than PAGRX's -0.28% return. Over the past 10 years, MPGFX has underperformed PAGRX with an annualized return of 11.50%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
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%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MPGFX vs. PAGRX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
MPGFX vs. PAGRX — Risk / Return Rank
MPGFX
PAGRX
MPGFX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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 | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.74 | -1.09 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.49 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 3.21 | -2.14 |
Martin ratioReturn relative to average drawdown | 4.17 | 16.28 | -12.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MPGFX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.74 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.72 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.53 | -0.21 |
Correlation
The correlation between MPGFX and PAGRX is 0.83, 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. PAGRX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, more than PAGRX's 0.03% 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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
MPGFX vs. PAGRX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than PAGRX's maximum drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for MPGFX and PAGRX.
Loading graphics...
Drawdown Indicators
| MPGFX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -55.87% | -5.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -13.80% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -36.52% | +10.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -38.01% | +4.93% |
Current DrawdownCurrent decline from peak | -6.65% | -5.77% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -10.09% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.73% | +0.15% |
Volatility
MPGFX vs. PAGRX - Volatility Comparison
The current volatility for Mairs & Power Growth Fund (MPGFX) is 5.80%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 6.77%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MPGFX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 6.77% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 13.91% | -4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 25.69% | -7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 24.53% | -7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 24.49% | -6.42% |