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MPGFX: Mairs & Power Growth Inv (MUTUAL FUND)
Basic Info 124.42 1.97(1.61%) March 21
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.72% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.2 | 5.4 | -10.6 | 18.2 | 9.4 | 10.2 | 9.6 | 10.0 | -21.3 | 29.4 | 16.8 | 28.4 | -4.3 | 16.5 | 15.3 | -3.1 | 8.1 | 35.6 | 21.9 | 0.8 | 17.0 | 22.5 | -28.4 | 4.8 | 10.3 | 4.4 | 18.5 | 26.3 | -8.1 | 6.3 | 20.7 | 3.7 | 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 |
| SR | NA | 0.45 | -0.6 | 0.66 | 0.35 | 0.52 | NA | 0.44 | -0.92 | 2.22 | 0.48 | 2.13 | -0.35 | 2.13 | 1.17 | -0.22 | 0.68 | 3.11 | 1.69 | 0.03 | 0.92 | 0.78 | -0.78 | 0.12 | 0.7 | 0.22 | 1.6 | 1.75 | -0.43 | 0.23 | 0.86 | 0.03 | 0.27 | 1.67 | 1.77 | 4.18 | -0.07 | 0.59 | 0.14 | 2.07 | -0.31 | 1.01 | -0.09 | -0.59 | -0.29 | 2.14 | -1.02 | 0.34 | 1.56 | -1.66 | 1.99 |
| DD(%) | NA | 8.0 | 21.8 | 25.9 | 33.1 | 33.1 | NA | 51.9 | 25.5 | 6.2 | 33.1 | 6.7 | 17.9 | 3.8 | 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 |
| SD(%) | NA | 19.6 | 24.0 | 22.4 | 21.9 | 17.7 | NA | 17.1 | 24.8 | 13.2 | 34.2 | 12.7 | 15.7 | 7.5 | 12.9 | 14.5 | 11.9 | 11.5 | 13.0 | 24.9 | 18.3 | 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 |
| TR | NA | 0.08 | -0.14 | 0.15 | 0.08 | 0.1 | NA | 0.08 | -0.23 | 0.31 | 0.17 | 0.28 | -0.06 | 0.16 | 0.16 | -0.03 | 0.08 | 0.36 | 0.23 | 0.01 | 0.17 | 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 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.03 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.02 | -0.02 | -0.02 | 0.01 | 0.02 | 0.0 | 0.01 | -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 | 1.1 | 0.99 | 1.0 | 0.97 | 0.96 | NA | 0.96 | 0.98 | 0.95 | 0.97 | 0.97 | 0.89 | 0.99 | 0.93 | 0.91 | 1.0 | 0.99 | 0.96 | 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 |
| RS | NA | 0.94 | 0.97 | 0.95 | 0.96 | 0.95 | NA | 0.53 | 0.97 | 0.91 | 0.97 | 0.92 | 0.94 | 0.79 | 0.9 | 0.94 | 0.93 | 0.92 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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See LARGE BLEND Asset Class Trend Rankings |
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