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MNVAX: MADISON INVESTORS FUND INVESTORS FUND CLASS A (MUTUAL FUND)
Basic Info 29.85 0.06(0.20%) July 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/23/2013 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 0.35% |
| Expenses | 1.16% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 2.8 | 5.1 | 8.8 | 6.9 | 8.5 | 8.7 | 10.1 | 16.6 | -18.6 | 13.7 | 4.0 | 30.3 | 0.4 | 22.2 | 12.6 | 0.1 | 11.2 | 8.4 |
| Sharpe Ratio | NA | -0.25 | -0.17 | 0.28 | 0.19 | 0.37 | 0.44 | 0.26 | 0.81 | -0.86 | 0.94 | 0.11 | 2.48 | -0.06 | 3.34 | 0.99 | 0.01 | 1.12 | 3.79 |
| Draw Down(%) | NA | 16.2 | 20.2 | 20.2 | 26.8 | 33.9 | 33.9 | 10.1 | 9.3 | 21.6 | 6.9 | 33.9 | 6.4 | 14.6 | 2.8 | 6.9 | 9.2 | 7.1 | 3.0 |
| Standard Deviation(%) | NA | 22.9 | 19.5 | 18.0 | 18.0 | 17.9 | 17.0 | 13.7 | 15.3 | 23.3 | 14.5 | 33.2 | 11.7 | 15.2 | 6.5 | 12.5 | 13.6 | 10.0 | 9.1 |
| Treynor Ratio | NA | -0.09 | -0.06 | 0.08 | 0.07 | 0.11 | 0.12 | 0.08 | 0.22 | -0.37 | 0.46 | 0.05 | 0.59 | -0.01 | 0.38 | 0.16 | 0.0 | 0.17 | 0.46 |
| Alpha | NA | -0.03 | -0.04 | -0.03 | -0.01 | -0.01 | 0.0 | -0.02 | -0.03 | 0.02 | 0.05 | -0.11 | 0.03 | 0.0 | 0.02 | 0.05 | -0.03 | 0.01 | 0.01 |
| Beta | NA | 0.61 | 0.59 | 0.6 | 0.52 | 0.61 | 0.61 | 0.47 | 0.57 | 0.55 | 0.3 | 0.76 | 0.49 | 0.65 | 0.56 | 0.77 | 0.78 | 0.66 | 0.75 |
| RSquared | NA | 0.75 | 0.66 | 0.65 | 0.57 | 0.65 | 0.66 | 0.49 | 0.51 | 0.76 | 0.24 | 0.68 | 0.59 | 0.8 | 0.56 | 0.81 | 0.87 | 0.81 | 0.84 |
| Yield(%) | N/A | N/A | 0.3 | 0.1 | 0.1 | 4.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | -92.3 | -99.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2013
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