QBDSX vs. MAPOX
QBDSX (Quantified Managed Income Fund) and MAPOX (Mairs & Power Balanced Fund) are both Diversified Portfolio funds. Over the past 10 years, QBDSX returned 0.56%/yr vs 7.30%/yr for MAPOX. Their 0.45 correlation means their historical movements had little consistent relationship. QBDSX charges 1.31%/yr vs 0.69%/yr for MAPOX.
Performance
QBDSX vs. MAPOX - Performance Comparison
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Returns By Period
In the year-to-date period, QBDSX achieves a -0.25% return, which is significantly lower than MAPOX's 6.99% return. Over the past 10 years, QBDSX has underperformed MAPOX with an annualized return of 0.56%, while MAPOX has yielded a comparatively higher 7.30% annualized return.
QBDSX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- -1.00%
- YTD
- -0.25%
- 1Y
- 0.15%
- 3Y*
- 2.28%
- 5Y*
- 0.70%
- 10Y*
- 0.56%
- ALL TIME*
- 0.75%
MAPOX
- 1D
- 0.80%
- 1M
- 0.25%
- 6M
- 3.87%
- YTD
- 6.99%
- 1Y
- 11.66%
- 3Y*
- 9.09%
- 5Y*
- 4.00%
- 10Y*
- 7.30%
- ALL TIME*
- 6.66%
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 |
QBDSX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QBDSX Quantified Managed Income Fund | -0.25% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
MAPOX Mairs & Power Balanced Fund | 6.99% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
Correlation
The correlation between QBDSX and MAPOX is 0.69, 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. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.45 |
Over the past year, QBDSX and MAPOX have become more correlated (0.69) than their long-term average of 0.45, meaning their price movements have been converging.
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Return for Risk
QBDSX vs. MAPOX — Risk / Return Rank
QBDSX
MAPOX
QBDSX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quantified Managed Income Fund (QBDSX) 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.
| QBDSX | MAPOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 1.66 | -1.69 |
| Martin ratioReturn relative to average drawdown | -0.07 | 6.44 | -6.51 |
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Drawdowns
QBDSX vs. MAPOX - Drawdown Comparison
The maximum QBDSX drawdown since its inception was -18.38%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for QBDSX and MAPOX.
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Drawdown Indicators
| QBDSX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -69.72% | +51.34% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -6.77% | +3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -3.76% | -10.74% | +6.98% |
Max Drawdown (5Y)Largest decline over 5 years | -7.40% | -21.48% | +14.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | -24.80% | +6.42% |
Current DrawdownCurrent decline from peak | -8.29% | 0.00% | -8.29% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -21.12% | +14.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 1.74% | -0.31% |
Volatility
QBDSX vs. MAPOX - Volatility Comparison
The current volatility for Quantified Managed Income Fund (QBDSX) is 0.75%, while Mairs & Power Balanced Fund (MAPOX) has a volatility of 2.22%. This indicates that QBDSX experiences smaller price fluctuations and is considered to be less risky 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
| QBDSX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 2.22% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 6.15% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.52% | 8.03% | -4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.31% | 10.46% | -6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 11.13% | -5.89% |
QBDSX vs. MAPOX - Expense Ratio Comparison
QBDSX has a 1.31% expense ratio, which is higher than MAPOX's 0.69% expense ratio.
Dividends
QBDSX vs. MAPOX - Dividend Comparison
QBDSX's dividend yield for the trailing twelve months is around 4.49%, more than MAPOX's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPOX Mairs & Power Balanced Fund | 2.81% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Frequently Asked Questions
QBDSX and MAPOX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAPOX has higher volatility (2.22%) compared to QBDSX (0.75%). In terms of maximum drawdown, QBDSX dropped -18.38% vs MAPOX's -69.72%.
MAPOX currently has the higher Sharpe Ratio (1.40 vs -0.03), 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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