MSCFX vs. AUERX

Last updated Apr 2, 2026

Compare and contrast key facts about Mairs & Power Small Cap Fund (MSCFX) and Auer Growth Fund (AUERX).

MSCFX is managed by Mairs & Power. It was launched on Aug 11, 2011. AUERX is managed by Auer. It was launched on Dec 28, 2007.

Performance

MSCFX vs. AUERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mairs & Power Small Cap Fund (MSCFX) and Auer Growth Fund (AUERX). The values are adjusted to include any dividend payments, if applicable.

MSCFX vs. AUERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MSCFX Mairs & Power Small Cap Fund	3.75%	3.96%	7.25%	11.04%	-14.06%	30.31%	8.82%	21.12%	-6.89%	7.64%
AUERX Auer Growth Fund	3.01%	30.10%	11.12%	21.42%	9.95%	45.11%	-1.85%	27.96%	-25.63%	28.75%

Returns By Period

In the year-to-date period, MSCFX achieves a 3.75% return, which is significantly higher than AUERX's 3.01% return. Over the past 10 years, MSCFX has underperformed AUERX with an annualized return of 8.67%, while AUERX has yielded a comparatively higher 14.73% annualized return.

MSCFX

• 1D: 3.39%
• 1M: -7.87%
• YTD: 3.75%
• 6M: 5.69%
• 1Y: 21.33%
• 3Y*: 8.41%
• 5Y*: 3.97%
• 10Y*: 8.67%

AUERX

• 1D: 2.42%
• 1M: -5.91%
• YTD: 3.01%
• 6M: 8.81%
• 1Y: 40.33%
• 3Y*: 21.36%
• 5Y*: 18.30%
• 10Y*: 14.73%

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

MSCFX vs. AUERX - Expense Ratio Comparison

MSCFX has a 0.95% expense ratio, which is lower than AUERX's 2.37% expense ratio.

AUERX

Auer Growth Fund

MSCFX

Mairs & Power Small Cap Fund

Return for Risk

MSCFX vs. AUERX — Risk / Return Rank

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

MSCFX

MSCFX Risk / Return Rank: 37
MSCFX Sharpe Ratio Rank: 33
MSCFX Sortino Ratio Rank: 37
MSCFX Omega Ratio Rank: 30
MSCFX Calmar Ratio Rank: 47
MSCFX Martin Ratio Rank: 39

AUERX

AUERX Risk / Return Rank: 92
AUERX Sharpe Ratio Rank: 92
AUERX Sortino Ratio Rank: 91
AUERX Omega Ratio Rank: 89
AUERX Calmar Ratio Rank: 92
AUERX Martin Ratio Rank: 95

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.

MSCFX vs. AUERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Small Cap Fund (MSCFX) and Auer Growth Fund (AUERX). 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.

	MSCFX	AUERX	Difference
Sharpe ratio Return per unit of total volatility	0.83	2.07	-1.23
Sortino ratio Return per unit of downside risk	1.33	2.70	-1.37
Omega ratio Gain probability vs. loss probability	1.17	1.40	-0.22
Calmar ratio Return relative to maximum drawdown	1.35	2.91	-1.57
Martin ratio Return relative to average drawdown	4.59	13.68	-9.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MSCFX vs. AUERX - Sharpe Ratio Comparison

The current MSCFX Sharpe Ratio is 0.83, which is lower than the AUERX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of MSCFX and AUERX, 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

	MSCFX	AUERX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	2.07	-1.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.74	-0.56
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.38	0.61	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.18	+0.35

Correlation

The correlation between MSCFX and AUERX is 0.81, 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

MSCFX vs. AUERX - Dividend Comparison

MSCFX's dividend yield for the trailing twelve months is around 2.19%, less than AUERX's 11.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MSCFX Mairs & Power Small Cap Fund	2.19%	2.27%	2.17%	0.67%	6.48%	11.25%	2.04%	3.11%	4.78%	3.43%	1.90%	1.16%
AUERX Auer Growth Fund	11.06%	11.39%	24.55%	4.54%	5.95%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

MSCFX vs. AUERX - Drawdown Comparison

The maximum MSCFX drawdown since its inception was -40.89%, smaller than the maximum AUERX drawdown of -67.23%. Use the drawdown chart below to compare losses from any high point for MSCFX and AUERX.

Drawdown Indicators

	MSCFX	AUERX	Difference
Max Drawdown Largest peak-to-trough decline	-40.89%	-67.23%	+26.34%
Max Drawdown (1Y) Largest decline over 1 year	-15.42%	-13.70%	-1.72%
Max Drawdown (5Y) Largest decline over 5 years	-29.65%	-34.80%	+5.15%
Max Drawdown (10Y) Largest decline over 10 years	-40.89%	-51.89%	+11.00%
Current Drawdown Current decline from peak	-10.24%	-5.91%	-4.33%
Average Drawdown Average peak-to-trough decline	-6.28%	-25.10%	+18.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.52%	2.92%	+1.60%

Volatility

MSCFX vs. AUERX - Volatility Comparison

Mairs & Power Small Cap Fund (MSCFX) has a higher volatility of 8.04% compared to Auer Growth Fund (AUERX) at 5.82%. This indicates that MSCFX's price experiences larger fluctuations and is considered to be riskier than AUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MSCFX	AUERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.04%	5.82%	+2.22%
Volatility (6M) Calculated over the trailing 6-month period	15.09%	12.69%	+2.40%
Volatility (1Y) Calculated over the trailing 1-year period	25.58%	19.73%	+5.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.18%	24.95%	-2.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.91%	24.37%	-1.46%