Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBOIX (Madison Core Bond Fund Class I) | -0.27% | 4.88% | 4.10% | 0.29% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBOIX (Madison Core Bond Fund Class I) | 03/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.88 | 4.10 | 0.29 | NA | NA | NA | … | … | -0.27 | 7.42 | 1.52 | 5.95 | -12.54 | 0.68 |
| Sharpe Ratio | NA | 0.59 | 0.23 | -0.39 | NA | NA | NA | … | … | -0.63 | 1.01 | -0.39 | 0.33 | -2.00 | 0.25 |
| Standard Deviation(%) | NA | 3.89 | 5.31 | 5.67 | NA | NA | NA | … | … | 4.15 | 4.51 | 5.41 | 6.96 | 7.02 | 3.17 |
| Draw Down(%) | NA | 2.91 | 6.08 | 17.14 | NA | NA | NA | … | … | 2.91 | 2.87 | 3.81 | 7.13 | 15.96 | 2.07 |
| Yield(%) | 0.00 | 3.62 | 3.60 | 2.76 | 1.42 | 0.95 | 0.71 | … | … | 1.27 | 3.90 | 3.62 | 3.18 | 1.96 | 2.03 |
Data as of 06/03/2026, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOIX (Madison Core Bond Fund Class I) |
-3.19%
Apr 2021 – Apr 2024 |
0.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOIX (Madison Core Bond Fund Class I) |
5.78%
Oct 2022 – Oct 2025 |
0.40%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart