Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BHBFX (MADISON DIVIDEND INCOME FUND DIVIDEND INCOME FUND CLASS Y) | 6.00% | 15.09% | 3.15% | 5.15% | 6.96% | 8.67% | 6.88% | 6.50% |
Data as of 07/03/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHBFX (MADISON DIVIDEND INCOME FUND DIVIDEND INCOME FUND CLASS Y) | 06/20/1996 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 15.09 | 3.15 | 5.15 | 6.96 | 8.67 | 6.88 | 6.50 | 6.00 | -4.27 | -1.97 | -11.80 | 11.55 | 6.34 | 25.17 | -0.81 | 19.93 | 9.76 | 0.07 | 8.81 | 30.62 | 10.88 | 1.74 | 8.21 | 24.82 | -19.87 | 2.23 | 11.95 | -2.19 | 8.19 | 15.28 | -9.14 | 1.20 | 10.86 | 3.59 | 5.85 | 10.94 | 8.16 |
| Sharpe Ratio | NA | 0.63 | -0.10 | 0.23 | 0.31 | NA | NA | 0.34 | 0.29 | -0.69 | -0.49 | -0.68 | 0.75 | 0.19 | 2.22 | -0.15 | 3.04 | 0.85 | 0.00 | 0.90 | 3.18 | 1.08 | 0.12 | 0.79 | 1.43 | -0.94 | -0.09 | 1.42 | -0.75 | 1.08 | 1.39 | -0.73 | -0.11 | 0.47 | 0.03 | 0.18 | 0.29 | 1.31 |
| Standard Deviation(%) | NA | 15.08 | 15.01 | 15.25 | 16.43 | NA | NA | 14.34 | 18.52 | 15.68 | 12.93 | 19.57 | 15.33 | 31.77 | 10.70 | 14.40 | 6.37 | 11.28 | 14.26 | 9.78 | 9.61 | 10.09 | 14.12 | 10.23 | 17.34 | 21.95 | 8.15 | 6.16 | 5.78 | 6.72 | 10.47 | 14.02 | 10.73 | 14.45 | 11.57 | 13.75 | 25.50 | 9.46 |
| Draw Down(%) | NA | 14.32 | 18.25 | 26.83 | 32.34 | NA | NA | 34.06 | 13.06 | 17.20 | 12.35 | 18.30 | 9.71 | 32.34 | 5.36 | 12.69 | 3.45 | 7.04 | 12.12 | 7.19 | 4.35 | 6.98 | 11.33 | 9.97 | 18.49 | 29.96 | 4.47 | 3.88 | 5.26 | 6.04 | 9.05 | 19.34 | 11.98 | 9.97 | 8.74 | 11.85 | 22.50 | 5.61 |
| Yield(%) | 0.00 | 13.00 | 5.37 | 4.43 | 5.64 | 7.35 | 5.79 | 5.43 | 0.41 | 13.31 | 2.17 | 1.92 | 1.81 | 1.59 | 4.78 | 11.14 | 4.46 | 1.05 | 5.73 | 7.76 | 5.50 | 6.52 | 3.58 | 1.35 | 1.29 | 4.86 | 6.39 | 6.16 | 8.68 | 1.08 | 1.14 | 1.48 | 5.56 | 12.27 | 11.01 | 9.90 | 13.90 | 14.07 |
Data as of 07/03/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHBFX (MADISON DIVIDEND INCOME FUND DIVIDEND INCOME FUND CLASS Y) |
-7.13%
Feb 2006 - Feb 2009 |
-3.58%
Feb 2004 - Feb 2009 |
0.54%
Feb 1999 - Feb 2009 |
3.86%
May 1997 - May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHBFX (MADISON DIVIDEND INCOME FUND DIVIDEND INCOME FUND CLASS Y) |
18.01%
Sep 2011 - Sep 2014 |
17.28%
Feb 2009 - Feb 2014 |
13.24%
Feb 2009 - Feb 2019 |
9.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart