SNXFX vs. MPGFX
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Mairs & Power Growth Fund (MPGFX).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958.
Performance
SNXFX vs. MPGFX - Performance Comparison
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SNXFX vs. MPGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
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, SNXFX achieves a -4.19% return, which is significantly lower than MPGFX's -3.78% return. Over the past 10 years, SNXFX has outperformed MPGFX with an annualized return of 13.72%, while MPGFX has yielded a comparatively lower 11.50% annualized return.
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
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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SNXFX vs. MPGFX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than MPGFX's 0.61% expense ratio.
Return for Risk
SNXFX vs. MPGFX — Risk / Return Rank
SNXFX
MPGFX
SNXFX vs. MPGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) 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.
| SNXFX | MPGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.65 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.05 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.07 | +0.41 |
Martin ratioReturn relative to average drawdown | 7.11 | 4.17 | +2.94 |
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
| SNXFX | MPGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.65 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.51 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.64 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.31 | +0.25 |
Correlation
The correlation between SNXFX and MPGFX is 0.90, 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
SNXFX vs. MPGFX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.52%, less than MPGFX's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
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
SNXFX vs. MPGFX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, smaller than the maximum MPGFX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for SNXFX and MPGFX.
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Drawdown Indicators
| SNXFX | MPGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -61.00% | +5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -11.21% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -25.87% | +0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -33.08% | -1.50% |
Current DrawdownCurrent decline from peak | -6.25% | -6.65% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -14.75% | +5.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.88% | -0.31% |
Volatility
SNXFX vs. MPGFX - Volatility Comparison
The current volatility for Schwab 1000 Index Fund (SNXFX) is 5.45%, while Mairs & Power Growth Fund (MPGFX) has a volatility of 5.80%. This indicates that SNXFX experiences smaller price fluctuations and is considered to be less risky 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
| SNXFX | MPGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 5.80% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 9.85% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 17.89% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 17.29% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 18.07% | +0.65% |