Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBLCX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS C) | NA | 6.15% | 0.89% | 3.44% | 5.18% | NA | NA | … | … |
Data as of 02/18/2025, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBLCX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS C) | 08/01/2012 | 02/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 6.15 | 0.89 | 3.44 | 5.18 | NA | NA | … | … | 1.31 | 4.10 | 2.57 | -8.66 | 13.39 | 6.88 | 18.33 | -1.81 | 12.01 | 7.84 | -0.89 | 5.95 | 14.52 | 1.09 |
| Sharpe Ratio | NA | -0.07 | -0.36 | 0.07 | 0.35 | NA | NA | … | … | 1.53 | -0.50 | -0.21 | -0.76 | 1.57 | 0.32 | 2.44 | -0.34 | 3.08 | 1.25 | -0.12 | 1.14 | 2.56 | 0.52 |
| Standard Deviation(%) | NA | 4.93 | 9.31 | 12.42 | 10.08 | NA | NA | … | … | 5.16 | 4.98 | 8.21 | 13.19 | 8.51 | 20.88 | 6.94 | 9.32 | 3.71 | 6.09 | 7.64 | 5.23 | 5.66 | 5.04 |
| Draw Down(%) | NA | 3.44 | 16.13 | 23.26 | 23.35 | NA | NA | … | … | 1.01 | 3.21 | 8.44 | 17.24 | 3.95 | 23.35 | 3.31 | 8.82 | 1.77 | 3.82 | 7.35 | 3.65 | 3.78 | 3.32 |
| Yield(%) | 0.00 | 6.43 | 7.69 | 7.43 | 6.63 | 5.50 | 4.12 | … | … | 0.46 | 6.35 | 12.81 | 6.15 | 11.34 | 2.11 | 6.61 | 8.71 | 2.64 | 4.73 | 3.18 | 0.89 | 1.03 | 0.54 |
Data as of 02/18/2025, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLCX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS C) |
-0.83%
Dec 2021 – Dec 2024 |
3.40%
Dec 2019 – Dec 2024 |
4.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLCX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS C) |
12.77%
Dec 2018 – Dec 2021 |
9.54%
Dec 2016 – Dec 2021 |
6.71%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart