PALDX vs. MAPOX
Compare and contrast key facts about PGIM 60/40 Allocation Fund (PALDX) and Mairs & Power Balanced Fund (MAPOX).
PALDX is managed by PGIM. It was launched on Sep 12, 2017. MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961.
Performance
PALDX vs. MAPOX - Performance Comparison
Loading graphics...
PALDX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
MAPOX Mairs & Power Balanced Fund | -3.20% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 5.09% |
Returns By Period
In the year-to-date period, PALDX achieves a -3.62% return, which is significantly lower than MAPOX's -3.20% return.
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
MAPOX
- 1D
- 0.17%
- 1M
- -6.62%
- YTD
- -3.20%
- 6M
- -3.07%
- 1Y
- 3.16%
- 3Y*
- 7.65%
- 5Y*
- 3.62%
- 10Y*
- 6.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PALDX vs. MAPOX - Expense Ratio Comparison
PALDX has a 0.03% expense ratio, which is lower than MAPOX's 0.69% expense ratio.
Return for Risk
PALDX vs. MAPOX — Risk / Return Rank
PALDX
MAPOX
PALDX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) and Mairs & Power Balanced Fund (MAPOX). 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.
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.37 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.65 | 0.59 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.39 | +1.03 |
Martin ratioReturn relative to average drawdown | 6.83 | 1.41 | +5.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.37 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.35 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.02 | +0.69 |
Correlation
The correlation between PALDX and MAPOX is 0.87, 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
PALDX vs. MAPOX - Dividend Comparison
PALDX's dividend yield for the trailing twelve months is around 5.62%, more than MAPOX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
MAPOX Mairs & Power Balanced Fund | 3.12% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Drawdowns
PALDX vs. MAPOX - Drawdown Comparison
The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for PALDX and MAPOX.
Loading graphics...
Drawdown Indicators
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.16% | -69.72% | +43.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -7.27% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -21.48% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.80% | — |
Current DrawdownCurrent decline from peak | -5.96% | -6.62% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -21.25% | +17.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.00% | -0.30% |
Volatility
PALDX vs. MAPOX - Volatility Comparison
PGIM 60/40 Allocation Fund (PALDX) has a higher volatility of 3.05% compared to Mairs & Power Balanced Fund (MAPOX) at 2.80%. This indicates that PALDX's price experiences larger fluctuations and is considered to be riskier than MAPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 2.80% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 5.64% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.52% | 10.15% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 10.42% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 11.11% | +1.64% |