Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBOBX (MADISON CORE BOND FUND CORE BOND FUND CLASS B) | NA | -6.78% | -2.35% | 0.58% | 0.49% | 1.46% | 1.63% | … | … |
Data as of 02/23/2023, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBOBX (MADISON CORE BOND FUND CORE BOND 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 | -6.78 | -2.35 | 0.58 | 0.49 | 1.46 | 1.63 | … | … | 2.25 | -12.68 | -1.90 | 8.31 | 7.60 | -1.69 | 2.16 | 1.85 | -0.71 | 3.95 | -3.48 | 1.14 | 5.95 | 3.80 | 1.60 | 4.47 | 4.09 | 3.08 | 0.44 | 2.27 | 2.13 | 7.51 | 6.69 | 6.98 | 0.11 | 5.84 | 0.03 |
| Sharpe Ratio | NA | -1.23 | -0.54 | -0.08 | -0.02 | NA | NA | … | … | 1.89 | -2.03 | -0.57 | 1.57 | 1.83 | -1.15 | 0.61 | 0.58 | -0.22 | 1.72 | -1.13 | 0.40 | 1.50 | 1.05 | 0.32 | 0.58 | 0.29 | -0.07 | -0.56 | 0.32 | 0.36 | 1.52 | 0.94 | 0.80 | -0.83 | 0.71 | NA |
| Standard Deviation(%) | NA | 7.18 | 5.53 | 4.70 | 3.89 | NA | NA | … | … | 6.33 | 6.94 | 3.35 | 5.12 | 3.38 | 2.63 | 2.54 | 2.84 | 3.30 | 2.28 | 3.11 | 2.76 | 3.94 | 3.55 | 4.66 | 6.04 | 3.73 | 3.10 | 3.07 | 4.10 | 3.96 | 4.20 | 4.74 | 3.65 | 3.76 | 3.55 | 0.00 |
| Draw Down(%) | NA | 13.87 | 17.45 | 17.45 | 17.45 | NA | NA | … | … | 1.52 | 16.30 | 3.71 | 7.36 | 2.12 | 3.45 | 1.37 | 4.05 | 2.68 | 1.07 | 5.02 | 1.84 | 2.00 | 3.22 | 2.68 | 3.71 | 2.65 | 2.60 | 2.81 | 4.72 | 4.37 | 2.20 | 4.16 | 3.03 | 2.67 | 2.42 | 0.00 |
| Yield(%) | 0.00 | 1.02 | 1.71 | 1.79 | 1.72 | 1.90 | 2.11 | … | … | 0.11 | 0.91 | 1.08 | 3.17 | 1.77 | 1.70 | 1.55 | 1.36 | 2.14 | 2.23 | 2.02 | 1.70 | 1.79 | 1.50 | 1.70 | 3.12 | 3.57 | 3.49 | 2.42 | 2.63 | 3.20 | 3.95 | 4.62 | 5.82 | 4.56 | 4.82 | 0.03 |
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 |
|---|---|---|---|---|
| MBOBX (MADISON CORE BOND FUND CORE BOND FUND CLASS B) |
-3.39%
Oct 2019 – Oct 2022 |
-0.87%
Oct 2017 – Oct 2022 |
-0.12%
Oct 2012 – Oct 2022 |
1.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOBX (MADISON CORE BOND FUND CORE BOND FUND CLASS B) |
7.98%
May 2000 – May 2003 |
5.64%
May 1998 – May 2003 |
4.13%
Jul 2000 – Jul 2010 |
3.66%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison Chart