Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNVAX (MADISON INVESTORS FUND INVESTORS FUND CLASS A) | 4.76% | 7.54% | 12.97% | 5.70% | 9.70% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNVAX (MADISON INVESTORS FUND INVESTORS FUND CLASS A) | 09/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 7.54 | 12.97 | 5.70 | 9.70 | NA | NA | … | … | 4.76 | 3.05 | 16.03 | 25.87 | -18.64 | 13.65 | 4.03 | 30.26 | 0.39 | 22.24 | 12.64 | 0.13 | 11.23 | 8.45 |
| Sharpe Ratio | NA | 0.53 | 0.71 | 0.19 | 0.46 | NA | NA | … | … | 0.83 | 0.01 | 1.01 | 1.67 | -0.86 | 0.94 | 0.11 | 2.47 | -0.07 | 3.34 | 0.99 | 0.01 | 1.12 | 3.79 |
| Standard Deviation(%) | NA | 13.33 | 14.64 | 16.84 | 17.55 | NA | NA | … | … | 14.63 | 18.02 | 12.30 | 13.44 | 23.33 | 14.55 | 33.19 | 11.66 | 15.22 | 6.49 | 12.54 | 13.60 | 10.05 | 9.08 |
| Draw Down(%) | NA | 10.02 | 16.23 | 26.75 | 33.86 | NA | NA | … | … | 10.02 | 16.23 | 6.81 | 9.27 | 21.62 | 6.95 | 33.86 | 6.37 | 14.59 | 2.77 | 6.87 | 9.23 | 7.10 | 3.05 |
| Yield(%) | 0.00 | 6.75 | 7.74 | 4.25 | 6.42 | 6.37 | 4.77 | … | … | 0.00 | 6.80 | 6.42 | 9.23 | 0.00 | 0.00 | 0.00 | 6.96 | 15.46 | 6.50 | 3.41 | 13.95 | 21.17 | 3.15 |
Data as of 06/03/2026, Common starting date is 09/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNVAX (MADISON INVESTORS FUND INVESTORS FUND CLASS A) |
-1.29%
Dec 2019 – Dec 2022 |
4.69%
Dec 2017 – Dec 2022 |
8.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNVAX (MADISON INVESTORS FUND INVESTORS FUND CLASS A) |
16.93%
Dec 2016 – Dec 2019 |
15.12%
Oct 2016 – Oct 2021 |
10.74%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart