QGRPX vs. MRFOX
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and Marshfield Concentrated Opportunity Fund (MRFOX).
QGRPX is managed by UBS. It was launched on Jul 8, 2020. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
QGRPX vs. MRFOX - Performance Comparison
Loading graphics...
QGRPX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | -11.21% | 15.51% | 25.13% | 35.52% | -25.57% | 29.14% | 14.62% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 16.37% |
Returns By Period
In the year-to-date period, QGRPX achieves a -11.21% return, which is significantly lower than MRFOX's -2.97% return.
QGRPX
- 1D
- 3.61%
- 1M
- -5.51%
- YTD
- -11.21%
- 6M
- -10.79%
- 1Y
- 9.83%
- 3Y*
- 16.82%
- 5Y*
- 9.75%
- 10Y*
- —
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QGRPX vs. MRFOX - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
QGRPX vs. MRFOX — Risk / Return Rank
QGRPX
MRFOX
QGRPX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| QGRPX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.33 | +0.21 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.57 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.68 | -0.48 |
Martin ratioReturn relative to average drawdown | 0.68 | 1.75 | -1.07 |
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
| QGRPX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.33 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.92 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 1.06 | -0.43 |
Correlation
The correlation between QGRPX and MRFOX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
QGRPX vs. MRFOX - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 6.94%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 6.94% | 6.16% | 3.62% | 0.42% | 1.00% | 2.84% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% |
Drawdowns
QGRPX vs. MRFOX - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -30.28%, roughly equal to the maximum MRFOX drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for QGRPX and MRFOX.
Loading graphics...
Drawdown Indicators
| QGRPX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.28% | -29.10% | -1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -7.09% | -10.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -12.98% | -17.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.10% | — |
Current DrawdownCurrent decline from peak | -14.47% | -5.32% | -9.15% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -2.37% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.77% | +2.53% |
Volatility
QGRPX vs. MRFOX - Volatility Comparison
UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 6.13% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that QGRPX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| QGRPX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 3.04% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 7.08% | +4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 11.83% | +9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 12.04% | +7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 14.29% | +5.14% |