Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MINAX (MADISON INTERNATIONAL STOCK FUND INTERNATIONAL STOCK FUND CLASS A) NA 5.28% 3.52% -0.86% -1.91% 1.10% 2.17%
Data as of 04/15/2025, Common starting date is 12/30/1997
More Performance Analytics Comparison
Name Start Date End Date
MINAX (MADISON INTERNATIONAL STOCK FUND INTERNATIONAL STOCK FUND CLASS A) 12/30/1997 04/15/2025
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 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 5.28 3.52 -0.86 -1.91 1.10 2.17 5.90 -0.65 15.47 -18.31 -27.80 3.92 20.31 -14.08 21.97 -4.82 1.25 -4.83 20.21 20.02 -7.98 6.77 25.81 -37.90 11.12 23.68 16.66 22.88 37.04 -7.90 -17.59 -16.92 19.77 6.79 2.60
Sharpe Ratio NA -0.11 -0.07 -0.16 -0.19 NA NA 2.00 -0.53 0.81 -0.83 -0.83 0.12 1.86 -1.22 2.78 -0.29 0.08 -0.43 1.60 1.19 -0.29 0.31 0.97 -1.04 0.50 1.44 1.42 1.82 3.14 -0.58 -1.28 -1.63 1.65 0.22 NA
Standard Deviation(%) NA 13.17 16.61 21.88 19.48 NA NA 9.63 13.79 13.96 23.81 33.71 29.65 10.14 12.64 7.71 17.31 15.31 11.37 12.61 16.98 27.42 21.27 26.42 37.17 16.36 14.22 10.17 12.05 11.57 15.66 15.84 12.87 10.05 15.73 0.00
Draw Down(%) NA 10.47 21.42 50.70 50.70 NA NA 2.92 9.67 15.06 30.37 30.62 34.83 7.81 21.99 2.74 12.08 14.29 13.22 9.62 15.38 22.59 17.55 27.13 49.21 12.18 15.89 7.45 10.65 13.36 24.00 30.81 20.92 7.87 24.90 0.00
Yield(%) 0.00 0.28 0.28 0.39 1.46 1.89 3.51 0.00 0.29 0.34 0.22 0.49 0.44 7.55 3.94 1.01 1.16 0.87 2.33 0.91 1.30 1.99 1.94 2.91 2.72 18.27 12.23 1.24 1.47 1.34 0.73 0.40 0.24 9.04 5.70 0.10
Data as of 04/15/2025, 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
MINAX (MADISON INTERNATIONAL STOCK FUND INTERNATIONAL STOCK FUND CLASS A) -17.05%
Sep 2019 – Sep 2022
-10.36%
Sep 2017 – Sep 2022
-3.15%
Oct 2013 – Oct 2023
-2.37%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MINAX (MADISON INTERNATIONAL STOCK FUND INTERNATIONAL STOCK FUND CLASS A) 32.66%
Mar 2003 – Mar 2006
23.29%
Sep 2002 – Sep 2007
10.85%
Mar 2003 – Mar 2013
9.07%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return