MPGFX vs. QUERX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. QUERX is an actively managed fund by AQR Funds. It was launched on Jul 9, 2012.
Performance
MPGFX vs. QUERX - Performance Comparison
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MPGFX vs. QUERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.01% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
QUERX AQR Large Cap Defensive Style Fund Class R6 | 1.76% | 6.98% | 13.98% | 9.55% | -13.73% | 23.56% | 13.20% | 28.82% | -0.21% | 22.22% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.01% return, which is significantly lower than QUERX's 1.76% return. Over the past 10 years, MPGFX has outperformed QUERX with an annualized return of 11.58%, while QUERX has yielded a comparatively lower 10.65% annualized return.
MPGFX
- 1D
- 0.80%
- 1M
- -4.30%
- YTD
- -3.01%
- 6M
- -3.22%
- 1Y
- 11.61%
- 3Y*
- 15.15%
- 5Y*
- 8.92%
- 10Y*
- 11.58%
QUERX
- 1D
- 0.96%
- 1M
- -3.87%
- YTD
- 1.76%
- 6M
- -0.18%
- 1Y
- 3.68%
- 3Y*
- 10.10%
- 5Y*
- 6.84%
- 10Y*
- 10.65%
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MPGFX vs. QUERX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than QUERX's 0.31% expense ratio.
Return for Risk
MPGFX vs. QUERX — Risk / Return Rank
MPGFX
QUERX
MPGFX vs. QUERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX). 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 | QUERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.34 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.09 | 0.56 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.08 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.45 | +0.66 |
Martin ratioReturn relative to average drawdown | 4.30 | 2.06 | +2.24 |
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 | QUERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.34 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.70 | -0.39 |
Correlation
The correlation between MPGFX and QUERX is 0.86, 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. QUERX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.62%, less than QUERX's 22.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.62% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
QUERX AQR Large Cap Defensive Style Fund Class R6 | 22.46% | 22.86% | 24.47% | 24.43% | 10.37% | 2.62% | 1.37% | 1.18% | 1.74% | 2.45% | 2.06% | 6.28% |
Drawdowns
MPGFX vs. QUERX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than QUERX's maximum drawdown of -30.81%. Use the drawdown chart below to compare losses from any high point for MPGFX and QUERX.
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Drawdown Indicators
| MPGFX | QUERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -30.81% | -30.19% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -8.92% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -22.04% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -30.81% | -2.27% |
Current DrawdownCurrent decline from peak | -5.91% | -4.33% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -3.95% | -10.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 1.95% | +0.95% |
Volatility
MPGFX vs. QUERX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.87% compared to AQR Large Cap Defensive Style Fund Class R6 (QUERX) at 2.81%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than QUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | QUERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 2.81% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 5.75% | +4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 12.05% | +5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 13.08% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 15.23% | +2.84% |