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MIIBX: Madison Mosaic Institutional Bond Y (MUTUAL FUND)
Basic Info 10.26 0.01(0.10%) March 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/08/2000 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 0.72% |
| Expenses | 0.49% |
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Performance Analytics (As of 03/30/2023)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 1.4 | -1.6 | -1.9 | 0.6 | 0.5 | 1.0 | 0.8 | -6.8 | -1.8 | 4.5 | 4.5 | 0.9 | 1.1 | 0.5 | 0.6 | 1.9 | -1.0 | 2.0 | 3.0 | 4.4 | 2.0 | 0.6 | 3.3 | -1.3 | -1.3 | -1.5 | -0.4 | 0.0 | 3.1 | 2.9 |
| SR | NA | 0.78 | -0.78 | -0.66 | -0.09 | -0.01 | NA | -0.01 | -1.87 | -0.84 | 2.3 | 1.59 | -0.25 | 0.34 | 0.15 | 0.31 | 1.23 | -0.62 | 1.33 | 1.36 | 1.63 | 0.45 | -0.06 | 0.08 | -1.51 | -1.56 | -0.89 | -0.39 | -0.29 | 0.18 | 0.37 |
| DD(%) | NA | 2.4 | 5.8 | 11.1 | 11.1 | 11.1 | NA | 11.1 | 9.4 | 2.1 | 2.0 | 1.0 | 1.6 | 1.1 | 2.5 | 1.1 | 0.7 | 2.3 | 0.9 | 1.2 | 2.1 | 2.8 | 7.8 | 2.9 | 3.1 | 2.6 | 3.5 | 3.1 | 3.1 | 3.3 | 2.2 |
| SD(%) | NA | 5.2 | 4.7 | 3.2 | 2.8 | 2.3 | NA | 3.0 | 4.4 | 2.1 | 1.8 | 2.0 | 1.6 | 1.5 | 1.7 | 1.9 | 1.5 | 1.7 | 1.5 | 2.2 | 2.6 | 4.3 | 5.9 | 3.5 | 3.0 | 2.2 | 2.8 | 2.8 | 3.8 | 4.6 | 4.2 |
| TR | NA | 0.04 | -0.03 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.08 | -0.02 | 0.11 | 0.04 | -0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.03 | 0.04 | 0.04 | 0.02 | 0.0 | 0.0 | -0.36 | -0.09 | -0.04 | -0.02 | -0.02 | 0.02 | 0.04 |
| Alpha(%) | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta(%) | NA | 1.05 | 1.05 | 0.95 | 0.84 | 0.83 | NA | 0.72 | 1.06 | 0.91 | 0.38 | 0.84 | 0.66 | 0.79 | 0.75 | 0.93 | 0.71 | 0.86 | 0.7 | 0.82 | 0.99 | 0.98 | 0.76 | 0.61 | 0.13 | 0.36 | 0.65 | 0.48 | 0.58 | 0.54 | 0.42 |
| RS | NA | 0.77 | 0.81 | 0.69 | 0.6 | 0.58 | NA | 0.3 | 0.83 | 0.35 | 0.35 | 0.55 | 0.31 | 0.46 | 0.53 | 0.65 | 0.4 | 0.49 | 0.33 | 0.33 | 0.56 | 0.42 | 0.27 | 0.18 | 0.01 | 0.07 | 0.23 | 0.15 | 0.18 | 0.14 | 0.08 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2000
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