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MPGFX: MAIRS & POWER GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 192.23 4.13(2.10%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/12/1980 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 4.90% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/12/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 7.2 | 21.6 | 16.5 | 6.8 | 7.2 | 8.4 | 7.0 | 9.4 | 10.5 | 19.6 | 27.7 | -26.8 | 20.1 | 8.2 | 21.0 | -10.9 | 7.8 | 10.5 | -8.8 | 6.0 | 33.9 | 20.6 | -0.6 | 15.5 | 22.5 | -28.4 | 4.8 | 10.3 | 4.4 | 18.5 | 26.3 | -8.1 | 6.3 | 20.5 | 3.6 | 8.1 | 26.7 | 24.5 | 44.6 | 2.2 | 8.8 | 3.8 | 34.9 | 0.1 | 18.5 | 3.3 | -12.1 | -0.3 | 28.2 | -6.7 | 10.4 | 31.4 | -10.0 | 27.3 |
| Sharpe Ratio | NA | 1.62 | 1.82 | 1.0 | 0.26 | 0.3 | NA | NA | 0.38 | 0.43 | 1.24 | 1.69 | -1.06 | 1.39 | 0.23 | 1.39 | -0.73 | 0.67 | 0.74 | -0.55 | 0.49 | 2.93 | 1.58 | -0.02 | 0.84 | 0.78 | -0.78 | 0.11 | 0.68 | 0.21 | 1.59 | 1.74 | -0.43 | 0.23 | 0.84 | 0.02 | 0.26 | 1.66 | 1.75 | 4.16 | -0.08 | 0.58 | 0.13 | 2.05 | -0.32 | 0.99 | -0.1 | -0.6 | -0.3 | 2.12 | -1.05 | 0.33 | 1.54 | -1.7 | 1.97 |
| Draw Down(%) | NA | 9.5 | 9.5 | 19.0 | 33.0 | 35.1 | NA | NA | 51.9 | 18.3 | 9.0 | 12.0 | 27.9 | 11.0 | 33.1 | 6.7 | 19.5 | 7.8 | 8.1 | 12.4 | 8.0 | 5.3 | 8.5 | 21.0 | 14.7 | 30.0 | 39.9 | 10.0 | 9.0 | 7.0 | 7.2 | 10.8 | 25.7 | 16.7 | 12.9 | 10.5 | 22.8 | 10.0 | 8.3 | 4.7 | 7.8 | 6.7 | 8.3 | 5.6 | 22.3 | 10.4 | 11.6 | 35.7 | 14.2 | 7.5 | 20.0 | 9.9 | 13.4 | 20.0 | 9.0 |
| Standard Deviation(%) | NA | 14.1 | 12.4 | 14.8 | 18.0 | 19.0 | NA | NA | 17.2 | 18.0 | 12.9 | 14.4 | 26.7 | 14.4 | 34.8 | 14.0 | 16.9 | 10.7 | 13.9 | 16.0 | 12.1 | 11.5 | 13.1 | 24.8 | 18.4 | 28.9 | 37.5 | 15.3 | 10.1 | 10.1 | 11.0 | 14.7 | 21.5 | 17.3 | 19.3 | 14.8 | 18.2 | 13.8 | 11.8 | 9.8 | 10.7 | 11.3 | 10.7 | 15.0 | 16.5 | 12.7 | 14.9 | 27.2 | 15.5 | 10.7 | 13.1 | 12.4 | 15.3 | 12.0 | 13.6 |
| Treynor Ratio | NA | 0.23 | 0.23 | 0.16 | 0.05 | 0.06 | NA | NA | 0.07 | 0.08 | 0.17 | 0.23 | -0.28 | 0.23 | 0.08 | 0.2 | -0.14 | 0.07 | 0.11 | -0.1 | 0.06 | 0.34 | 0.21 | -0.01 | 0.16 | 0.22 | -0.33 | 0.02 | 0.08 | 0.02 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.03 | NA | NA | 0.02 | -0.02 | -0.01 | 0.0 | -0.03 | -0.01 | -0.04 | -0.03 | -0.03 | -0.05 | 0.0 | -0.04 | -0.03 | 0.01 | 0.02 | -0.01 | 0.0 | -0.02 | 0.03 | 0.0 | -0.01 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.96 | 0.98 | 0.96 | NA | NA | 0.96 | 0.93 | 0.97 | 1.04 | 1.01 | 0.89 | 0.97 | 0.98 | 0.87 | 0.99 | 0.95 | 0.92 | 1.01 | 0.99 | 0.97 | 1.03 | 0.98 | 1.03 | 0.89 | 0.93 | 0.9 | 0.9 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.89 | 0.93 | 0.88 | 0.86 | NA | NA | 0.53 | 0.95 | 0.93 | 0.92 | 0.9 | 0.68 | 0.92 | 0.76 | 0.78 | 0.4 | 0.81 | 0.81 | 0.91 | 0.91 | 0.91 | 0.96 | 0.95 | 0.95 | 0.94 | 0.92 | 0.83 | 0.83 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.9 | 4.5 | 2.5 | 2.4 | 3.1 | 3.1 | N/A | 4.8 | 4.5 | 2.9 | 0.6 | 0.7 | 1.1 | 1.5 | 1.3 | 1.4 | 1.6 | 1.4 | 1.4 | 1.4 | 1.9 | 1.4 | 1.1 | 2.1 | 2.8 | 6.0 | 2.7 | 2.5 | 2.9 | 2.6 | 1.3 | 2.4 | 5.9 | 3.5 | 1.2 | 2.0 | 1.9 | 0.7 | 0.8 | 0.6 | 0.6 | 0.8 | 0.8 | 1.0 | 0.9 | 0.9 | 0.8 | 1.2 | 1.1 | 1.2 | 1.6 | 1.7 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | 23.4 | 434.2 | 152.2 | 61.4 | 13.6 | 103.2 | N/A | 23.4 | 89.1 | 241.3 | 11.4 | -37.6 | -8.0 | -0.8 | -4.1 | 3.1 | -3.5 | 9.2 | 24.4 | -8.2 | 33.5 | 43.4 | -38.1 | -45.7 | -55.1 | 141.1 | 12.3 | -3.9 | 36.9 | 88.4 | -72.5 | -53.2 | 67.4 | 208.2 | -22.7 | 28.1 | 275.0 | -13.8 | 51.2 | 7.5 | 2.6 | -7.1 | -2.3 | 4.9 | -14.6 | 20.0 | -13.0 | 0.0 | -4.2 | -4.0 | -16.7 | 9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/1980
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