SICIX vs. MAPOX
Compare and contrast key facts about SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) and Mairs & Power Balanced Fund (MAPOX).
SICIX is managed by SEI. It was launched on Nov 16, 2003. MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961.
Performance
SICIX vs. MAPOX - Performance Comparison
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SICIX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SICIX SEI Asset Allocation Trust Conservative Strategy Fund | 0.36% | 8.12% | 5.52% | 5.29% | -6.23% | 4.13% | 2.62% | 9.36% | -2.07% | 5.13% |
MAPOX Mairs & Power Balanced Fund | -3.20% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -2.77% | 11.90% |
Returns By Period
In the year-to-date period, SICIX achieves a 0.36% return, which is significantly higher than MAPOX's -3.20% return. Over the past 10 years, SICIX has underperformed MAPOX with an annualized return of 3.36%, while MAPOX has yielded a comparatively higher 6.76% annualized return.
SICIX
- 1D
- 0.27%
- 1M
- -2.39%
- YTD
- 0.36%
- 6M
- 1.75%
- 1Y
- 5.89%
- 3Y*
- 5.80%
- 5Y*
- 3.22%
- 10Y*
- 3.36%
MAPOX
- 1D
- 0.17%
- 1M
- -6.62%
- YTD
- -3.20%
- 6M
- -3.07%
- 1Y
- 3.16%
- 3Y*
- 7.65%
- 5Y*
- 3.62%
- 10Y*
- 6.76%
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SICIX vs. MAPOX - Expense Ratio Comparison
SICIX has a 0.51% expense ratio, which is lower than MAPOX's 0.69% expense ratio.
Return for Risk
SICIX vs. MAPOX — Risk / Return Rank
SICIX
MAPOX
SICIX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) 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.
| SICIX | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.37 | +1.28 |
Sortino ratioReturn per unit of downside risk | 2.20 | 0.59 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.08 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 0.39 | +1.80 |
Martin ratioReturn relative to average drawdown | 8.95 | 1.41 | +7.54 |
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
| SICIX | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.37 | +1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.35 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.61 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.02 | +0.76 |
Correlation
The correlation between SICIX and MAPOX is 0.80, 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
SICIX vs. MAPOX - Dividend Comparison
SICIX's dividend yield for the trailing twelve months is around 2.86%, less than MAPOX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICIX SEI Asset Allocation Trust Conservative Strategy Fund | 2.86% | 2.87% | 3.67% | 2.80% | 4.69% | 3.46% | 1.84% | 2.91% | 1.80% | 1.81% | 1.64% | 1.97% |
MAPOX Mairs & Power Balanced Fund | 3.12% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Drawdowns
SICIX vs. MAPOX - Drawdown Comparison
The maximum SICIX drawdown since its inception was -27.62%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for SICIX and MAPOX.
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Drawdown Indicators
| SICIX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.62% | -69.72% | +42.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -7.27% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -10.94% | -21.48% | +10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -11.61% | -24.80% | +13.19% |
Current DrawdownCurrent decline from peak | -2.39% | -6.62% | +4.23% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -21.25% | +17.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | 2.00% | -1.33% |
Volatility
SICIX vs. MAPOX - Volatility Comparison
The current volatility for SEI Asset Allocation Trust Conservative Strategy Fund (SICIX) is 1.24%, while Mairs & Power Balanced Fund (MAPOX) has a volatility of 2.80%. This indicates that SICIX 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
| SICIX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 2.80% | -1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 5.64% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 10.15% | -6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 10.42% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.89% | 11.11% | -7.22% |