PALDX vs. MAPOX
PALDX (PGIM 60/40 Allocation Fund) and MAPOX (Mairs & Power Balanced Fund) are both Diversified Portfolio funds. Over the past 5 years, PALDX returned 8.53%/yr vs 3.84%/yr for MAPOX. Their correlation of 0.86 means they have usually moved in the same direction. PALDX charges 0.03%/yr vs 0.69%/yr for MAPOX.
Performance
PALDX vs. MAPOX - Performance Comparison
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Returns By Period
In the year-to-date period, PALDX achieves a 6.54% return, which is significantly higher than MAPOX's 6.14% return.
PALDX
- 1D
- 1.22%
- 1M
- -0.33%
- 6M
- 4.97%
- YTD
- 6.54%
- 1Y
- 15.23%
- 3Y*
- 14.79%
- 5Y*
- 8.53%
- 10Y*
- —
- ALL TIME*
- 9.89%
MAPOX
- 1D
- 0.36%
- 1M
- -0.54%
- 6M
- 3.55%
- YTD
- 6.14%
- 1Y
- 10.77%
- 3Y*
- 8.69%
- 5Y*
- 3.84%
- 10Y*
- 7.17%
- ALL TIME*
- 6.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PALDX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | 6.54% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
MAPOX Mairs & Power Balanced Fund | 6.14% | 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 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2017 | 0.86 |
The correlation between PALDX and MAPOX shifts across timeframes, from 0.73 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.
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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.
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.
| PALDX | MAPOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 1.47 | +0.96 |
| Martin ratioReturn relative to average drawdown | 10.80 | 5.71 | +5.09 |
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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
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.25% | -0.64% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -21.12% | +17.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 1.74% | -0.40% |
Volatility
PALDX vs. MAPOX - Volatility Comparison
PGIM 60/40 Allocation Fund (PALDX) has a higher volatility of 2.39% compared to Mairs & Power Balanced Fund (MAPOX) at 2.07%. 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
| PALDX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 2.07% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 6.10% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.59% | 8.00% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.20% | 10.46% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.65% | 11.13% | +1.52% |
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 5.09%, more than MAPOX's 2.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.84% | 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 | 5.09% | 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 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PALDX has higher volatility (2.39%) compared to MAPOX (2.07%). In terms of maximum drawdown, PALDX dropped -26.16% vs MAPOX's -69.72%.
PALDX currently has the higher Sharpe Ratio (1.68 vs 1.24), 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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