MVIAX vs. MBAPX
Compare and contrast key facts about Praxis Value Index Fund (MVIAX) and Praxis Genesis Balanced Portfolio (MBAPX).
MVIAX is managed by Praxis Mutual Funds. It was launched on May 1, 2001. MBAPX is managed by Praxis Mutual Funds. It was launched on Dec 30, 2009.
Performance
MVIAX vs. MBAPX - Performance Comparison
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MVIAX vs. MBAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVIAX Praxis Value Index Fund | 0.97% | 12.97% | 10.24% | 20.04% | -7.89% | 24.54% | 3.56% | 34.46% | -8.53% | 16.32% |
MBAPX Praxis Genesis Balanced Portfolio | -2.53% | 13.46% | 9.04% | 14.02% | -16.06% | 8.09% | 12.98% | 19.90% | -4.91% | 13.38% |
Returns By Period
In the year-to-date period, MVIAX achieves a 0.97% return, which is significantly higher than MBAPX's -2.53% return. Over the past 10 years, MVIAX has outperformed MBAPX with an annualized return of 11.30%, while MBAPX has yielded a comparatively lower 6.74% annualized return.
MVIAX
- 1D
- -0.15%
- 1M
- -6.29%
- YTD
- 0.97%
- 6M
- 3.35%
- 1Y
- 12.02%
- 3Y*
- 12.88%
- 5Y*
- 9.44%
- 10Y*
- 11.30%
MBAPX
- 1D
- 0.06%
- 1M
- -6.21%
- YTD
- -2.53%
- 6M
- -0.61%
- 1Y
- 10.89%
- 3Y*
- 9.42%
- 5Y*
- 3.84%
- 10Y*
- 6.74%
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MVIAX vs. MBAPX - Expense Ratio Comparison
MVIAX has a 0.78% expense ratio, which is higher than MBAPX's 0.47% expense ratio.
Return for Risk
MVIAX vs. MBAPX — Risk / Return Rank
MVIAX
MBAPX
MVIAX vs. MBAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Praxis Value Index Fund (MVIAX) and Praxis Genesis Balanced Portfolio (MBAPX). 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.
| MVIAX | MBAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.08 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.57 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.32 | -0.30 |
Martin ratioReturn relative to average drawdown | 4.78 | 5.86 | -1.08 |
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
| MVIAX | MBAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.08 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.38 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.65 | -0.34 |
Correlation
The correlation between MVIAX and MBAPX is 0.89, 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
MVIAX vs. MBAPX - Dividend Comparison
MVIAX's dividend yield for the trailing twelve months is around 1.05%, less than MBAPX's 5.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVIAX Praxis Value Index Fund | 1.05% | 1.06% | 9.59% | 4.63% | 5.11% | 3.63% | 8.55% | 4.84% | 7.28% | 6.40% | 2.63% | 5.10% |
MBAPX Praxis Genesis Balanced Portfolio | 5.00% | 4.93% | 4.30% | 2.23% | 2.82% | 2.12% | 4.82% | 3.80% | 5.32% | 3.76% | 2.99% | 3.38% |
Drawdowns
MVIAX vs. MBAPX - Drawdown Comparison
The maximum MVIAX drawdown since its inception was -65.34%, which is greater than MBAPX's maximum drawdown of -24.54%. Use the drawdown chart below to compare losses from any high point for MVIAX and MBAPX.
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Drawdown Indicators
| MVIAX | MBAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -24.54% | -40.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -7.65% | -4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.89% | -24.54% | +5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.03% | -24.54% | -11.49% |
Current DrawdownCurrent decline from peak | -6.29% | -6.35% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -12.19% | -3.74% | -8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.73% | +0.77% |
Volatility
MVIAX vs. MBAPX - Volatility Comparison
Praxis Value Index Fund (MVIAX) and Praxis Genesis Balanced Portfolio (MBAPX) have volatilities of 3.33% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVIAX | MBAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.48% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 5.93% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 10.30% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 10.27% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 10.56% | +6.25% |