MPGFX vs. WBREOX

Last updated Apr 2, 2026

Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX).

MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. WBREOX is a passively managed fund by BlackRock that tracks the performance of the S&P 500. It was launched on Jul 24, 2017.

Performance

MPGFX vs. WBREOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Growth Fund (MPGFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). The values are adjusted to include any dividend payments, if applicable.

MPGFX vs. WBREOX - Yearly Performance Comparison

	2026 (YTD)	2025
MPGFX Mairs & Power Growth Fund	-3.78%	9.35%
WBREOX CIT: BlackRock Equity Index Fund Class 1	-4.34%	16.64%

Returns By Period

In the year-to-date period, MPGFX achieves a -3.78% return, which is significantly higher than WBREOX's -4.34% 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%

WBREOX

• 1D: 2.92%
• 1M: -5.03%
• YTD: -4.34%
• 6M: -2.14%
• 1Y: 17.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MPGFX vs. WBREOX - Expense Ratio Comparison

MPGFX has a 0.61% expense ratio, which is higher than WBREOX's 0.02% expense ratio.

MPGFX

Mairs & Power Growth Fund

WBREOX

CIT: BlackRock Equity Index Fund Class 1

Return for Risk

MPGFX vs. WBREOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MPGFX

MPGFX Risk / Return Rank: 31
MPGFX Sharpe Ratio Rank: 24
MPGFX Sortino Ratio Rank: 26
MPGFX Omega Ratio Rank: 25
MPGFX Calmar Ratio Rank: 39
MPGFX Martin Ratio Rank: 38

WBREOX

WBREOX Risk / Return Rank: 36
WBREOX Sharpe Ratio Rank: 46
WBREOX Sortino Ratio Rank: 56
WBREOX Omega Ratio Rank: 53
WBREOX Calmar Ratio Rank: 11
WBREOX Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MPGFX vs. WBREOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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	WBREOX	Difference
Sharpe ratio Return per unit of total volatility	0.65	1.03	-0.38
Sortino ratio Return per unit of downside risk	1.05	1.67	-0.62
Omega ratio Gain probability vs. loss probability	1.15	1.24	-0.09
Calmar ratio Return relative to maximum drawdown	1.07	0.47	+0.60
Martin ratio Return relative to average drawdown	4.17	1.79	+2.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MPGFX vs. WBREOX - Sharpe Ratio Comparison

The current MPGFX Sharpe Ratio is 0.65, which is lower than the WBREOX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of MPGFX and WBREOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MPGFX	WBREOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.65	1.03	-0.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	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	0.54	-0.23

Correlation

The correlation between MPGFX and WBREOX is 0.72, 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. WBREOX - Dividend Comparison

MPGFX's dividend yield for the trailing twelve months is around 4.66%, while WBREOX has not paid dividends to shareholders.

	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%
WBREOX CIT: BlackRock Equity Index Fund Class 1	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

MPGFX vs. WBREOX - Drawdown Comparison

The maximum MPGFX drawdown since its inception was -61.00%, which is greater than WBREOX's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for MPGFX and WBREOX.

Drawdown Indicators

	MPGFX	WBREOX	Difference
Max Drawdown Largest peak-to-trough decline	-61.00%	-19.07%	-41.93%
Max Drawdown (1Y) Largest decline over 1 year	-11.21%	-12.12%	+0.91%
Max Drawdown (5Y) Largest decline over 5 years	-25.87%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.08%	—	—
Current Drawdown Current decline from peak	-6.65%	-6.23%	-0.42%
Average Drawdown Average peak-to-trough decline	-14.75%	-2.87%	-11.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.88%	4.98%	-2.10%

Volatility

MPGFX vs. WBREOX - Volatility Comparison

Mairs & Power Growth Fund (MPGFX) has a higher volatility of 5.80% compared to CIT: BlackRock Equity Index Fund Class 1 (WBREOX) at 5.34%. This indicates that MPGFX's price experiences larger fluctuations and is considered to be riskier than WBREOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MPGFX	WBREOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.80%	5.34%	+0.46%
Volatility (6M) Calculated over the trailing 6-month period	9.85%	9.66%	+0.19%
Volatility (1Y) Calculated over the trailing 1-year period	17.89%	20.07%	-2.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	19.52%	-2.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.07%	19.52%	-1.45%