POLIX vs. MPGFX
Compare and contrast key facts about Polen Growth Fund (POLIX) and Mairs & Power Growth Fund (MPGFX).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958.
Performance
POLIX vs. MPGFX - Performance Comparison
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POLIX vs. MPGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -17.54% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
Returns By Period
In the year-to-date period, POLIX achieves a -17.54% return, which is significantly lower than MPGFX's -3.78% return. Over the past 10 years, POLIX has underperformed MPGFX with an annualized return of 10.69%, while MPGFX has yielded a comparatively higher 11.50% annualized return.
POLIX
- 1D
- 3.00%
- 1M
- -5.72%
- YTD
- -17.54%
- 6M
- -19.04%
- 1Y
- -8.74%
- 3Y*
- 8.61%
- 5Y*
- 1.51%
- 10Y*
- 10.69%
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
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POLIX vs. MPGFX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than MPGFX's 0.61% expense ratio.
Return for Risk
POLIX vs. MPGFX — Risk / Return Rank
POLIX
MPGFX
POLIX vs. MPGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Mairs & Power Growth Fund (MPGFX). 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.
| POLIX | MPGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 0.65 | -1.06 |
Sortino ratioReturn per unit of downside risk | -0.45 | 1.05 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.15 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 1.07 | -1.49 |
Martin ratioReturn relative to average drawdown | -1.26 | 4.17 | -5.44 |
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
| POLIX | MPGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 0.65 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.51 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.64 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.31 | +0.31 |
Correlation
The correlation between POLIX and MPGFX is 0.82, 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
POLIX vs. MPGFX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 44.09%, more than MPGFX's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 44.09% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
Drawdowns
POLIX vs. MPGFX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum MPGFX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for POLIX and MPGFX.
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Drawdown Indicators
| POLIX | MPGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -61.00% | +18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -11.21% | -12.73% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -25.87% | -16.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -33.08% | -9.76% |
Current DrawdownCurrent decline from peak | -21.11% | -6.65% | -14.46% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -14.75% | +7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 2.88% | +4.95% |
Volatility
POLIX vs. MPGFX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 6.73% compared to Mairs & Power Growth Fund (MPGFX) at 5.80%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than MPGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | MPGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.80% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 9.85% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 17.89% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.89% | 17.29% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 18.07% | +3.74% |