MPGFX vs. TANDX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Castle Tandem Fund (TANDX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. TANDX is managed by Castle Investment Management. It was launched on Mar 15, 2019.
Performance
MPGFX vs. TANDX - Performance Comparison
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MPGFX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.01% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 15.60% |
TANDX Castle Tandem Fund | -8.80% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Returns By Period
In the year-to-date period, MPGFX achieves a -3.01% return, which is significantly higher than TANDX's -8.80% 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%
TANDX
- 1D
- -0.25%
- 1M
- -5.52%
- YTD
- -8.80%
- 6M
- -9.19%
- 1Y
- -10.07%
- 3Y*
- 2.60%
- 5Y*
- 3.30%
- 10Y*
- —
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MPGFX vs. TANDX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Return for Risk
MPGFX vs. TANDX — Risk / Return Rank
MPGFX
TANDX
MPGFX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Castle Tandem Fund (TANDX). 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 | TANDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | -0.83 | +1.51 |
Sortino ratioReturn per unit of downside risk | 1.09 | -1.09 | +2.19 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.86 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.76 | +1.88 |
Martin ratioReturn relative to average drawdown | 4.30 | -2.20 | +6.50 |
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 | TANDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | -0.83 | +1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.00 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.01 | +0.31 |
Correlation
The correlation between MPGFX and TANDX is 0.78, 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. TANDX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.62%, less than TANDX's 6.77% 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% |
TANDX Castle Tandem Fund | 6.77% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPGFX vs. TANDX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, smaller than the maximum TANDX drawdown of -95.17%. Use the drawdown chart below to compare losses from any high point for MPGFX and TANDX.
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Drawdown Indicators
| MPGFX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -95.17% | +34.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -13.14% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -95.17% | +69.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | — | — |
Current DrawdownCurrent decline from peak | -5.91% | -95.11% | +89.20% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -18.98% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 4.56% | -1.66% |
Volatility
MPGFX vs. TANDX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.87% compared to Castle Tandem Fund (TANDX) at 3.19%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPGFX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 3.19% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 7.32% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 12.01% | +5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 1,010.25% | -992.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 852.20% | -834.13% |