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PALDX vs. MAPOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

PALDX vs. MAPOX

Last updated Jun 23, 2026

PALDX (PGIM 60/40 Allocation Fund) and MAPOX (Mairs & Power Balanced Fund) are both Diversified Portfolio funds. Over the past 5 years, PALDX returned 9.57%/yr vs 4.55%/yr for MAPOX. Their correlation of 0.87 suggests significant overlap in exposure. PALDX charges 0.03%/yr vs 0.69%/yr for MAPOX.

Performance

PALDX vs. MAPOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM 60/40 Allocation Fund (PALDX) and Mairs & Power Balanced Fund (MAPOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PALDX achieves a 7.39% return, which is significantly higher than MAPOX's 4.91% return.

PALDX

1D
0.60%
1M
0.94%
YTD
7.39%
6M
7.16%
1Y
20.27%
3Y*
16.07%
5Y*
9.57%
10Y*
—

MAPOX

1D
0.75%
1M
1.28%
YTD
4.91%
6M
4.61%
1Y
11.83%
3Y*
9.33%
5Y*
4.55%
10Y*
7.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PALDX vs. MAPOX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
PALDX
PGIM 60/40 Allocation Fund		7.39%13.62%18.96%18.90%-15.65%16.30%10.68%22.27%-4.12%5.95%
MAPOX
Mairs & Power Balanced Fund		4.91%6.61%9.60%13.39%-14.99%14.97%10.49%20.33%-2.77%5.08%

Correlation

The correlation between PALDX and MAPOX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2017

0.87

The correlation between PALDX and MAPOX shifts across timeframes, from 0.75 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.

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PGIM 60/40 Allocation Fund

Mairs & Power Balanced Fund

Often compared with PALDX:
PALDX vs. VBIAXPALDX vs. VONGPALDX vs. VOOPALDX vs. IBALXPALDX vs. FHLKXPALDX vs. SCDPALDX vs. MDCPX
Often compared with MAPOX:
MAPOX vs. FZROXMAPOX vs. VWELXMAPOX vs. FRGAXMAPOX vs. BERIXMAPOX vs. QBDSXMAPOX vs. BWBIXMAPOX vs. FYMIX

Return for Risk

PALDX vs. MAPOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PALDX
PALDX Risk / Return Rank: 8181
Overall Rank
PALDX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
PALDX Sortino Ratio Rank: 7979
Sortino Ratio Rank
PALDX Omega Ratio Rank: 7777
Omega Ratio Rank
PALDX Calmar Ratio Rank: 7979
Calmar Ratio Rank
PALDX Martin Ratio Rank: 8888
Martin Ratio Rank
MAPOX
MAPOX Risk / Return Rank: 3030
Overall Rank
MAPOX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MAPOX Sortino Ratio Rank: 3232
Sortino Ratio Rank
MAPOX Omega Ratio Rank: 3030
Omega Ratio Rank
MAPOX Calmar Ratio Rank: 2525
Calmar Ratio Rank
MAPOX Martin Ratio Rank: 3131
Martin Ratio Rank
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.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

PALDXMAPOXDifference
Sharpe ratioReturn per unit of total volatility
2.43
1.47

+0.96

Sortino ratioReturn per unit of downside risk
3.45
2.20

+1.25

Omega ratioGain probability vs. loss probability

1.46

1.27

+0.19

Calmar ratioReturn relative to maximum drawdown

3.40

1.74

+1.66

Martin ratioReturn relative to average drawdown

15.74

6.74

+8.99

PALDX vs. MAPOX - Sharpe Ratio Comparison

The current PALDX Sharpe Ratio is 2.43, which is higher than the MAPOX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of PALDX and MAPOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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.

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Drawdown Indicators

PALDXMAPOXDifference

Max Drawdown

Largest peak-to-trough decline

-26.16%

-69.72%

+43.56%

Max Drawdown (1Y)

Largest decline over 1 year

-5.96%

-6.77%

+0.81%

Max Drawdown (3Y)

Largest decline over 3 years

-16.06%

-10.74%

-5.32%

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 Drawdown

Current decline from peak

-0.46%

-0.18%

-0.28%

Average Drawdown

Average peak-to-trough decline

-4.07%

-21.17%

+17.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.29%

1.74%

-0.45%

Volatility

PALDX vs. MAPOX - Volatility Comparison

PGIM 60/40 Allocation Fund (PALDX) has a higher volatility of 3.29% compared to Mairs & Power Balanced Fund (MAPOX) at 2.60%. 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.

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Volatility by Period

PALDXMAPOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.29%

2.60%

+0.69%

Volatility (6M)

Calculated over the trailing 6-month period

6.78%

6.06%

+0.72%

Volatility (1Y)

Calculated over the trailing 1-year period

8.34%

8.00%

+0.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.17%

10.47%

+1.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.70%

11.16%

+1.54%

PALDX vs. MAPOX - Expense Ratio Comparison

PALDX has a 0.03% expense ratio, which is lower than MAPOX's 0.69% expense ratio.

Dividends

PALDX vs. MAPOX - Dividend Comparison

PALDX's dividend yield for the trailing twelve months is around 5.05%, more than MAPOX's 2.88% yield.

PositionTTM20252024202320222021202020192018201720162015
MAPOX
Mairs & Power Balanced Fund		2.88%2.90%2.01%3.64%6.96%3.48%4.37%4.58%5.30%3.80%2.96%4.23%
PALDX
PGIM 60/40 Allocation Fund		5.05%5.42%10.40%2.94%6.19%6.87%2.58%4.58%3.65%1.48%0.00%0.00%

Frequently Asked Questions

PALDX and MAPOX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PALDX has higher volatility (3.29%) compared to MAPOX (2.60%). In terms of maximum drawdown, PALDX dropped -26.16% vs MAPOX's -69.72%.

PALDX currently has the higher Sharpe Ratio (2.43 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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