MPGFX vs. SNXFX
MPGFX (Mairs & Power Growth Fund) and SNXFX (Schwab 1000 Index Fund) are both Large Cap Blend Equities funds. Over the past 10 years, MPGFX returned 12.65%/yr vs 14.79%/yr for SNXFX. Their correlation of 0.90 means they have usually moved in the same direction. MPGFX charges 0.61%/yr vs 0.05%/yr for SNXFX.
Performance
MPGFX vs. SNXFX - Performance Comparison
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Returns By Period
In the year-to-date period, MPGFX achieves a 11.81% return, which is significantly higher than SNXFX's 10.31% return. Over the past 10 years, MPGFX has underperformed SNXFX with an annualized return of 12.65%, while SNXFX has yielded a comparatively higher 14.79% annualized return.
MPGFX
- 1D
- 2.00%
- 1M
- 1.97%
- 6M
- 8.57%
- YTD
- 11.81%
- 1Y
- 19.50%
- 3Y*
- 15.64%
- 5Y*
- 9.86%
- 10Y*
- 12.65%
- ALL TIME*
- 13.98%
SNXFX
- 1D
- 0.63%
- 1M
- -0.06%
- 6M
- 8.15%
- YTD
- 10.31%
- 1Y
- 21.18%
- 3Y*
- 19.16%
- 5Y*
- 12.04%
- 10Y*
- 14.79%
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MPGFX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 11.81% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
SNXFX Schwab 1000 Index Fund | 10.31% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Correlation
The correlation between MPGFX and SNXFX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1992 | 0.90 |
The correlation between MPGFX and SNXFX has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
MPGFX vs. SNXFX — Risk / Return Rank
MPGFX
SNXFX
MPGFX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Schwab 1000 Index Fund (SNXFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MPGFX | SNXFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.16 | -0.29 |
| Martin ratioReturn relative to average drawdown | 7.38 | 9.24 | -1.86 |
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Drawdowns
MPGFX vs. SNXFX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than SNXFX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for MPGFX and SNXFX.
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Drawdown Indicators
| MPGFX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -55.08% | -5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -8.94% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -19.03% | -19.21% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -25.36% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -34.58% | +1.50% |
Current DrawdownCurrent decline from peak | 0.00% | -1.41% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -14.65% | -8.72% | -5.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.09% | +0.33% |
Volatility
MPGFX vs. SNXFX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 3.84% compared to Schwab 1000 Index Fund (SNXFX) at 3.47%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 3.47% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.30% | 10.27% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 13.12% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 17.42% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 18.74% | -0.65% |
MPGFX vs. SNXFX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Dividends
MPGFX vs. SNXFX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 3.96%, more than SNXFX's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 3.96% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
SNXFX Schwab 1000 Index Fund | 1.32% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Frequently Asked Questions
With a correlation of 0.92, MPGFX and SNXFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MPGFX has higher volatility (3.84%) compared to SNXFX (3.47%). In terms of maximum drawdown, MPGFX dropped -61.00% vs SNXFX's -55.08%.
SNXFX currently has the higher Sharpe Ratio (1.47 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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