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Mairs & Power Balanced Inv (MAPOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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106.99-0.28 (-0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return8.05%
Number of years up51
Number of years down11
Best 1-yr total return (21 May 2024)21.35%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return21.35%
Worst 3-yr total return3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAPOXCategory
YTD1.94%9.69%
1-month-3.53%0.91%
3-month1.48%5.21%
1-year10.19%27.06%
3-year2.08%11.00%
5-year6.89%10.26%
10-year6.73%8.34%
Last bull market19.67%15.58%
Last bear market-9.93%-12.16%

Annual total return (%) history

Year
MAPOXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-14.91%N/A
2021
18.29%N/A
2020
10.44%11.72%
2019
20.32%19.23%
2018
-2.80%-5.76%
2017
11.90%13.21%
2016
11.42%7.34%
2015
-2.54%-1.93%
2014
8.04%6.21%
2013
19.02%16.48%
2012
17.34%11.72%
2011
3.23%-0.11%
2010
14.87%11.83%
2009
21.35%24.13%
2008
-21.12%-28.00%
2007
4.28%5.99%
2006
12.10%11.29%
2005
4.47%5.13%
2004
12.02%8.86%
2003
21.65%20.35%
2002
-6.42%-12.02%
2001
-1.27%-5.05%
2000
16.55%1.82%
1999
4.60%10.71%
1998
14.16%13.52%
1997
28.02%19.63%
1996
17.93%13.70%
1995
30.04%25.63%
1994
-2.08%-2.52%
1993
10.85%11.37%
1992
5.86%7.73%
1991
25.88%24.89%
1990
1.36%-1.10%
1989
17.67%19.04%
1988
13.90%12.38%
1987
1.72%2.33%
1986
15.35%16.43%
1985
29.08%27.31%
1984
3.60%8.22%
1983
18.70%17.96%
1982
28.54%29.46%
1981
3.61%4.32%
1980
16.33%19.48%
1979
10.66%15.00%
1978
2.50%4.67%
1977
3.14%0.43%
1976
33.18%27.96%
1975
32.74%29.04%
1974
-20.55%-16.55%
1973
-10.20%-14.06%
1972
21.19%8.41%
1971
13.52%13.97%
1970
7.75%2.83%
1969
-11.15%-13.18%
1968
12.63%14.58%
1967
15.18%18.14%
1966
-7.57%-7.48%
1965
10.22%12.18%
1964
12.23%11.92%
1963
17.44%13.59%
1962
1.12%-7.04%
1961
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.66%N/AN/AN/A
20232.80%4.41%-4.51%10.64%
2022-6.51%-9.93%-4.82%6.16%
20214.92%5.86%-0.38%6.91%
2020-15.13%11.99%5.53%10.11%
20198.84%3.20%1.70%5.33%
2018-3.59%0.95%7.08%-6.73%
20173.11%2.30%1.99%4.01%
20164.19%3.99%1.50%1.32%
20150.78%-1.56%-4.86%3.25%
20142.02%3.82%-1.73%3.80%
20137.65%0.15%3.98%6.17%
201210.24%-1.58%5.65%2.36%
20115.13%0.50%-10.15%8.74%
20106.03%-5.44%7.76%6.33%
2009-9.03%13.47%12.90%4.13%
2008-4.10%-2.79%-3.09%-12.69%
20070.95%5.12%0.93%-2.63%
20065.73%-0.66%2.46%4.16%
2005-0.69%1.42%1.46%2.22%
20043.50%1.87%-0.04%6.29%
2003-0.83%11.81%1.28%8.32%
20023.02%-6.00%-9.36%6.62%
2001-4.37%2.60%-4.71%5.60%
20002.76%2.34%6.20%4.36%
1999-0.06%6.76%-4.26%2.40%
19988.29%0.67%-5.93%11.33%
19972.27%13.29%6.40%3.85%
19964.37%2.17%3.77%6.56%
19959.19%7.76%5.38%4.88%
1994-3.87%1.27%2.18%-1.57%
19935.73%2.16%4.33%-1.63%
1992-0.80%1.28%3.15%2.15%
19919.86%1.74%4.71%7.56%
1990-1.57%3.44%-5.25%5.07%
19894.06%5.77%4.93%1.89%
19887.85%4.03%0.86%0.65%
198710.94%1.95%2.86%-12.57%
198611.46%3.08%-3.41%3.94%
19857.80%6.75%-1.17%13.50%
1984-2.73%-4.04%7.70%3.06%
19838.00%6.72%1.23%1.74%
1982-2.08%-0.94%12.58%17.71%
19814.46%3.64%-9.72%6.00%
1980-5.39%13.70%3.24%4.75%
19795.67%3.20%5.44%-3.75%
1978-1.27%3.48%6.47%-5.77%
1977-1.88%6.53%-1.43%0.10%
197613.42%1.78%8.28%6.55%
197515.15%14.89%-7.83%8.85%
1974-3.10%-14.50%-14.48%12.12%
1973-6.62%-2.80%5.35%-6.09%
19724.31%0.94%6.50%8.08%
19719.52%0.46%-0.70%3.91%
19701.61%-14.96%14.57%8.85%
1969-3.17%-4.37%-1.25%-2.83%
1968-4.58%9.47%4.40%3.28%
19678.64%4.01%4.05%-2.04%
1966-50.76%88.51%-5.54%5.43%
1965-48.41%93.33%-47.09%108.84%
19643.34%-48.19%108.45%0.55%
19636.35%5.22%-48.52%103.86%
19621.50%-11.88%3.86%8.85%
19612.16%-0.50%6.16%N/A

Rank in category (by total return)

YTD47
1-month73
3-month53
1-year49
3-year44
5-year32

Load adjusted returns

1-year10.19%
3-year2.08%
5-year6.89%
10-year6.73%