Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBLNX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS B) | NA | 5.60% | 10.69% | 9.42% | 7.79% | 6.92% | 6.99% | … | … |
Data as of 02/23/2023, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBLNX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS B) | 12/30/1997 | 02/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 5.60 | 10.69 | 9.42 | 7.79 | 6.92 | 6.99 | … | … | 1.92 | -1.75 | 25.87 | 6.81 | 18.39 | -2.01 | 12.00 | 4.18 | -0.95 | 5.95 | 14.60 | 6.76 | 6.61 | 11.09 | 12.78 | -15.27 | 1.28 | 8.79 | 2.91 | 7.61 | 15.71 | -12.10 | -3.94 | 2.73 | 12.44 | 13.75 | 0.30 |
| Sharpe Ratio | NA | 0.25 | 0.56 | 0.61 | 0.66 | NA | NA | … | … | 1.07 | -0.22 | 1.92 | 0.31 | 2.45 | -0.36 | 3.10 | 0.56 | -0.13 | 1.12 | 2.55 | 1.26 | 0.68 | 1.66 | 1.26 | -0.98 | -0.26 | 0.89 | 0.11 | 0.97 | 1.68 | -1.09 | -0.58 | -0.10 | 0.97 | 1.04 | NA |
| Standard Deviation(%) | NA | 14.41 | 16.63 | 13.81 | 10.73 | NA | NA | … | … | 8.69 | 14.44 | 13.43 | 20.95 | 6.92 | 9.34 | 3.68 | 7.06 | 7.57 | 5.28 | 5.72 | 5.37 | 9.70 | 6.64 | 10.05 | 16.51 | 6.69 | 6.20 | 6.58 | 6.90 | 8.92 | 12.05 | 10.91 | 13.77 | 9.46 | 10.00 | 0.00 |
| Draw Down(%) | NA | 15.67 | 23.05 | 23.34 | 23.34 | NA | NA | … | … | 2.18 | 16.73 | 3.85 | 23.34 | 3.25 | 8.94 | 1.77 | 4.07 | 7.35 | 3.65 | 3.78 | 3.51 | 7.36 | 4.60 | 12.89 | 21.78 | 3.89 | 4.54 | 4.42 | 5.26 | 7.66 | 18.82 | 15.06 | 6.93 | 6.92 | 10.18 | 0.00 |
| Yield(%) | 0.00 | 6.52 | 6.91 | 7.04 | 5.34 | 4.83 | 5.44 | … | … | 0.11 | 6.15 | 11.49 | 2.11 | 6.60 | 8.57 | 2.64 | 0.99 | 3.18 | 0.89 | 1.03 | 1.37 | 1.73 | 2.14 | 5.07 | 3.34 | 10.44 | 3.33 | 1.10 | 1.50 | 1.59 | 1.70 | 1.68 | 2.09 | 2.53 | 1.67 | 0.10 |
Data as of 02/23/2023, 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 |
|---|---|---|---|---|
| MBLNX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS B) |
-6.68%
Mar 2000 – Mar 2003 |
-1.79%
Feb 2004 – Feb 2009 |
0.46%
Feb 1999 – Feb 2009 |
3.32%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLNX (MADISON DIVERSIFIED INCOME FUND DIVERSIFIED INCOME FUND CLASS B) |
16.76%
Dec 2018 – Dec 2021 |
12.58%
Feb 2009 – Feb 2014 |
8.86%
Dec 2011 – Dec 2021 |
6.85%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart