STDAX vs. MAPOX
Compare and contrast key facts about SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) and Mairs & Power Balanced Fund (MAPOX).
STDAX 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
STDAX vs. MAPOX - Performance Comparison
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STDAX vs. MAPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STDAX SEI Asset Allocation Trust Defensive Strategy Allocation Fund | 0.36% | 4.46% | 5.35% | 4.45% | -1.58% | 1.56% | -19.54% | 19.83% | -3.32% | 9.70% |
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, STDAX achieves a 0.36% return, which is significantly higher than MAPOX's -3.20% return. Over the past 10 years, STDAX has underperformed MAPOX with an annualized return of 2.52%, while MAPOX has yielded a comparatively higher 6.76% annualized return.
STDAX
- 1D
- 0.09%
- 1M
- -0.18%
- YTD
- 0.36%
- 6M
- 1.30%
- 1Y
- 3.90%
- 3Y*
- 4.41%
- 5Y*
- 2.77%
- 10Y*
- 2.52%
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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STDAX vs. MAPOX - Expense Ratio Comparison
STDAX has a 0.35% expense ratio, which is lower than MAPOX's 0.69% expense ratio.
Return for Risk
STDAX vs. MAPOX — Risk / Return Rank
STDAX
MAPOX
STDAX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) 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.
| STDAX | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.24 | 0.37 | +3.87 |
Sortino ratioReturn per unit of downside risk | 7.10 | 0.59 | +6.51 |
Omega ratioGain probability vs. loss probability | 2.50 | 1.08 | +1.42 |
Calmar ratioReturn relative to maximum drawdown | 6.50 | 0.39 | +6.11 |
Martin ratioReturn relative to average drawdown | 31.36 | 1.41 | +29.96 |
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
| STDAX | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.24 | 0.37 | +3.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.42 | 0.35 | +1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.61 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.02 | -0.02 |
Correlation
The correlation between STDAX and MAPOX is 0.72, 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
STDAX vs. MAPOX - Dividend Comparison
STDAX's dividend yield for the trailing twelve months is around 4.47%, more than MAPOX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STDAX SEI Asset Allocation Trust Defensive Strategy Allocation Fund | 4.47% | 4.49% | 4.97% | 4.77% | 3.54% | 0.87% | 1.71% | 5.19% | 8.53% | 6.92% | 10.19% | 3.84% |
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
STDAX vs. MAPOX - Drawdown Comparison
The maximum STDAX drawdown since its inception was -76.81%, which is greater than MAPOX's maximum drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for STDAX and MAPOX.
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Drawdown Indicators
| STDAX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.81% | -69.72% | -7.09% |
Max Drawdown (1Y)Largest decline over 1 year | -0.59% | -7.27% | +6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -2.91% | -21.48% | +18.57% |
Max Drawdown (10Y)Largest decline over 10 years | -26.89% | -24.80% | -2.09% |
Current DrawdownCurrent decline from peak | -9.55% | -6.62% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -31.95% | -21.25% | -10.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 2.00% | -1.88% |
Volatility
STDAX vs. MAPOX - Volatility Comparison
The current volatility for SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) is 0.39%, while Mairs & Power Balanced Fund (MAPOX) has a volatility of 2.80%. This indicates that STDAX 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
| STDAX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | 2.80% | -2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 0.64% | 5.64% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.93% | 10.15% | -9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.95% | 10.42% | -8.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.69% | 11.11% | -4.42% |