Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINVX (MADISON INVESTORS FUND INVESTORS FUND CLASS Y) | 5.96% | 8.79% | 13.65% | 6.02% | 10.04% | 10.75% | 8.56% | … | … |
Data as of 06/04/2026, Common starting date is 01/31/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINVX (MADISON INVESTORS FUND INVESTORS FUND CLASS Y) | 01/31/1980 | 06/04/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 8.79 | 13.65 | 6.02 | 10.04 | 10.75 | 8.56 | … | … | 5.96 | 3.31 | 16.38 | 26.13 | -18.40 | 13.94 | 4.26 | 30.48 | 0.64 | 22.53 | 12.95 | 0.38 | 11.46 | 29.09 | 14.06 | 0.00 | 10.44 | 33.73 | -33.36 | -0.39 | 16.52 | -2.84 | 11.49 | 22.51 | -16.94 | -2.48 | 10.98 | 5.07 | 7.42 | 46.01 | 0.59 | 19.41 | -1.37 | -4.89 | 10.39 | 32.05 | -14.19 | 9.60 | 12.73 | 1.15 | -13.35 | 24.31 | -5.54 | 14.94 | 25.58 | 9.14 | 19.73 |
| Sharpe Ratio | NA | 0.55 | 0.73 | 0.21 | 0.47 | NA | NA | … | … | 0.85 | 0.02 | 1.04 | 1.69 | -0.85 | 0.96 | 0.12 | 2.48 | -0.05 | 2.05 | 1.02 | 0.03 | 1.14 | 2.97 | 1.24 | 0.00 | 0.65 | 1.21 | -0.89 | -0.27 | 1.45 | -0.61 | 1.09 | 1.32 | -0.77 | -0.30 | 0.32 | 0.10 | 0.19 | 1.67 | -0.09 | 1.87 | -0.54 | -0.62 | 0.80 | 2.40 | -1.43 | 0.41 | 0.72 | -0.23 | -0.71 | 0.51 | -0.38 | 0.16 | 0.36 | -0.03 | 0.37 |
| Standard Deviation(%) | NA | 13.29 | 14.61 | 16.82 | 17.75 | NA | NA | … | … | 14.62 | 18.00 | 12.29 | 13.43 | 23.28 | 14.54 | 33.23 | 11.67 | 15.28 | 10.71 | 12.49 | 13.61 | 10.03 | 9.79 | 11.37 | 22.03 | 15.93 | 27.75 | 38.50 | 13.14 | 9.06 | 8.35 | 9.64 | 16.48 | 23.58 | 16.57 | 21.13 | 17.33 | 21.28 | 25.27 | 34.21 | 8.25 | 8.19 | 11.32 | 9.80 | 11.69 | 13.72 | 8.99 | 10.86 | 13.18 | 24.94 | 37.21 | 32.92 | 52.64 | 48.50 | 46.64 | 35.98 |
| Draw Down(%) | NA | 10.00 | 16.23 | 26.62 | 33.85 | NA | NA | … | … | 10.00 | 16.23 | 6.76 | 9.21 | 21.46 | 6.93 | 33.85 | 6.35 | 14.52 | 5.93 | 6.81 | 9.21 | 7.04 | 4.84 | 8.55 | 17.45 | 15.35 | 28.58 | 45.66 | 7.40 | 6.31 | 7.35 | 8.12 | 15.06 | 31.74 | 19.78 | 14.41 | 13.15 | 19.94 | 9.08 | 20.94 | 5.96 | 9.22 | 7.23 | 6.60 | 6.19 | 25.67 | 8.69 | 5.77 | 17.52 | 19.15 | 14.53 | 17.23 | 16.03 | 17.66 | 17.23 | 15.11 |
| Yield(%) | 0.00 | 6.99 | 8.02 | 4.45 | 6.70 | 8.85 | 6.88 | … | … | 0.00 | 7.06 | 6.72 | 9.51 | 0.20 | 0.18 | 0.20 | 7.44 | 15.68 | 6.80 | 3.67 | 14.20 | 21.45 | 4.24 | 0.86 | 0.89 | 0.61 | 0.49 | 5.14 | 10.26 | 7.11 | 6.98 | 0.69 | 0.56 | 0.20 | 4.88 | 16.06 | 18.08 | 10.16 | 15.13 | 1.38 | 5.67 | 4.21 | 3.17 | 1.35 | 2.77 | 3.26 | 5.26 | 4.68 | 9.90 | 3.85 | 4.83 | 4.36 | 8.81 | 6.59 | 7.82 | 4.86 |
Data as of 06/04/2026, Common starting date is 01/31/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINVX (MADISON INVESTORS FUND INVESTORS FUND CLASS Y) |
-14.65%
Feb 2006 – Feb 2009 |
-7.91%
Feb 2004 – Feb 2009 |
-2.21%
Feb 1999 – Feb 2009 |
2.64%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINVX (MADISON INVESTORS FUND INVESTORS FUND CLASS Y) |
24.59%
Mar 1980 – Mar 1983 |
21.70%
Feb 2009 – Feb 2014 |
16.30%
Feb 2009 – Feb 2019 |
13.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart