Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBLAX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS A) | 3.34% | 8.14% | 7.18% | 2.80% | 6.05% | 6.44% | 5.92% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBLAX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS A) | 12/30/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 8.14 | 7.18 | 2.80 | 6.05 | 6.44 | 5.92 | … | … | 3.34 | 6.71 | 4.79 | 3.38 | -7.99 | 14.17 | 7.57 | 19.28 | -1.41 | 12.83 | 4.84 | -0.16 | 6.80 | 15.40 | 7.60 | 7.38 | 11.90 | 11.08 | -14.55 | 2.10 | 9.61 | 3.61 | 8.15 | 16.48 | -11.46 | -3.21 | 3.51 | 13.19 | 14.59 | 0.30 |
| Sharpe Ratio | NA | 1.31 | 0.71 | 0.04 | 0.44 | NA | NA | … | … | 1.19 | 0.55 | 0.23 | -0.03 | -0.72 | 1.66 | 0.35 | 2.57 | -0.30 | 3.30 | 0.65 | -0.02 | 1.29 | 2.69 | 1.42 | 0.76 | 1.79 | 1.14 | -0.94 | -0.16 | 1.00 | 0.20 | 1.04 | 1.78 | -1.04 | -0.52 | -0.05 | 1.03 | 1.13 | NA |
| Standard Deviation(%) | NA | 4.71 | 6.16 | 8.49 | 10.07 | NA | NA | … | … | 5.08 | 6.95 | 5.02 | 8.20 | 13.16 | 8.50 | 20.93 | 6.94 | 9.30 | 3.71 | 7.11 | 7.57 | 5.27 | 5.71 | 5.35 | 9.69 | 6.59 | 9.65 | 16.49 | 6.70 | 6.21 | 6.68 | 6.88 | 8.86 | 12.17 | 11.00 | 13.84 | 9.51 | 9.88 | 0.00 |
| Draw Down(%) | NA | 3.42 | 7.37 | 16.74 | 23.28 | NA | NA | … | … | 3.42 | 6.32 | 3.25 | 7.98 | 16.74 | 3.86 | 23.28 | 3.26 | 8.59 | 1.66 | 4.09 | 7.09 | 3.52 | 3.66 | 3.46 | 7.26 | 4.57 | 12.74 | 21.24 | 3.71 | 4.48 | 4.36 | 5.14 | 7.54 | 18.47 | 14.61 | 6.81 | 6.74 | 10.10 | 0.00 |
| Yield(%) | 0.00 | 4.30 | 8.55 | 7.47 | 7.15 | 6.92 | 6.18 | … | … | 1.16 | 5.00 | 7.18 | 13.68 | 6.91 | 12.19 | 2.88 | 7.49 | 9.32 | 3.43 | 1.70 | 3.93 | 1.69 | 1.85 | 2.14 | 2.53 | 2.94 | 3.71 | 4.03 | 11.55 | 4.09 | 1.86 | 2.01 | 2.36 | 2.29 | 2.41 | 2.86 | 3.31 | 2.44 | 0.10 |
Data as of 06/03/2026, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLAX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS A) |
-6.01%
Mar 2000 – Mar 2003 |
-1.10%
Feb 2004 – Feb 2009 |
1.18%
Feb 1999 – Feb 2009 |
3.92%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLAX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS A) |
14.91%
Feb 2009 – Feb 2012 |
12.91%
Feb 2009 – Feb 2014 |
9.25%
Feb 2009 – Feb 2019 |
8.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart