Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBOAX (MADISON CORE BOND FUND CORE BOND FUND CLASS A) | -0.38% | 4.48% | 3.73% | -0.16% | 1.23% | 1.61% | 2.39% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBOAX (MADISON CORE BOND FUND CORE BOND 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 (%) | -0.33 | 4.48 | 3.73 | -0.16 | 1.23 | 1.61 | 2.39 | … | … | -0.38 | 6.93 | 1.13 | 5.62 | -12.82 | -2.36 | 7.09 | 8.30 | -0.98 | 3.02 | 2.55 | 0.06 | 4.61 | -2.77 | 1.90 | 6.85 | 4.54 | 2.16 | 5.37 | 4.86 | 3.75 | 0.95 | 3.64 | 2.85 | 8.32 | 7.64 | 7.80 | 0.81 | 6.70 | -0.06 |
| Sharpe Ratio | NA | 0.52 | 0.17 | -0.47 | -0.07 | NA | NA | … | … | -0.70 | 0.92 | -0.47 | 0.29 | -2.05 | -0.73 | 1.23 | 1.99 | -0.94 | 0.94 | 0.84 | 0.01 | 2.00 | -0.91 | 0.69 | 1.77 | 1.24 | 0.45 | 0.73 | 0.45 | 0.10 | -0.42 | 0.61 | 0.54 | 1.70 | 1.11 | 0.92 | -0.72 | 0.88 | NA |
| Standard Deviation(%) | NA | 3.83 | 5.23 | 5.62 | 4.71 | NA | NA | … | … | 4.16 | 4.44 | 5.28 | 6.88 | 6.97 | 3.27 | 5.53 | 3.43 | 2.52 | 2.53 | 2.79 | 3.34 | 2.30 | 3.08 | 2.69 | 3.85 | 3.59 | 4.62 | 6.03 | 3.79 | 3.29 | 3.16 | 4.33 | 3.93 | 4.21 | 4.77 | 3.89 | 3.54 | 3.69 | 0.00 |
| Draw Down(%) | NA | 2.92 | 6.10 | 17.98 | 19.51 | NA | NA | … | … | 2.92 | 2.73 | 3.96 | 7.23 | 16.23 | 3.48 | 7.36 | 2.12 | 3.05 | 1.31 | 3.85 | 2.42 | 1.01 | 4.78 | 1.78 | 1.95 | 3.15 | 2.59 | 3.64 | 2.39 | 2.19 | 2.91 | 4.61 | 4.25 | 2.20 | 4.10 | 3.08 | 2.39 | 2.26 | 0.06 |
| Yield(%) | 0.00 | 3.24 | 3.21 | 2.29 | 2.24 | 2.36 | 2.73 | … | … | 1.15 | 3.48 | 3.22 | 2.79 | 1.62 | 1.28 | 1.88 | 2.55 | 2.40 | 2.29 | 2.07 | 2.92 | 2.98 | 2.73 | 2.46 | 2.55 | 2.23 | 2.35 | 3.88 | 4.30 | 4.24 | 2.92 | 3.97 | 3.91 | 4.72 | 5.41 | 6.59 | 5.35 | 5.63 | 0.04 |
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 |
|---|---|---|---|---|
| MBOAX (MADISON CORE BOND FUND CORE BOND FUND CLASS A) |
-6.14%
Oct 2020 – Oct 2023 |
-1.45%
Jul 2020 – Jul 2025 |
0.19%
Oct 2012 – Oct 2022 |
1.54%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOAX (MADISON CORE BOND FUND CORE BOND FUND CLASS A) |
8.80%
May 2000 – May 2003 |
6.44%
May 1998 – May 2003 |
4.92%
Jan 2000 – Jan 2010 |
4.46%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison Chart