Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MADBX (Madison Mosaic Core Bond Y) | NA | 0.92% | 3.75% | 4.20% | 3.85% | 4.14% | NA | … | … |
Data as of 04/22/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MADBX (Madison Mosaic Core Bond Y) | 06/21/1996 | 04/22/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 0.92 | 3.75 | 4.20 | 3.85 | 4.14 | NA | … | … | -0.76 | 2.81 | 6.32 | 4.81 | 3.44 | 6.44 | 6.38 | 3.49 | 0.75 | 2.03 | 4.98 | 4.57 | 8.83 | 9.54 | -2.19 | 4.27 | 9.85 | 5.24 |
| Sharpe Ratio | NA | 0.36 | 1.08 | 1.02 | 0.80 | NA | NA | … | … | -0.88 | 0.99 | 1.71 | 1.26 | 0.78 | 0.99 | 1.02 | 0.10 | -0.71 | 0.43 | 1.61 | 1.03 | 1.99 | 1.45 | -1.02 | 0.24 | -13.81 | 1.75 |
| Standard Deviation(%) | NA | 2.78 | 3.42 | 3.94 | 3.43 | NA | NA | … | … | 2.90 | 2.80 | 3.67 | 3.76 | 4.30 | 5.52 | 3.32 | 2.05 | 1.99 | 2.51 | 2.67 | 3.38 | 3.32 | 3.78 | 5.31 | 4.01 | 3.27 | 3.83 |
| Draw Down(%) | NA | 1.45 | 3.90 | 4.47 | 4.47 | NA | NA | … | … | 1.13 | 1.45 | 1.62 | 3.70 | 2.27 | 4.47 | 2.29 | 0.95 | 1.68 | 2.70 | 2.46 | 1.91 | 2.80 | 3.57 | 6.38 | 4.65 | 1.85 | 1.94 |
| Yield(%) | 0.00 | 2.75 | 2.82 | 3.08 | 3.30 | 3.92 | 3.76 | … | … | 0.51 | 2.94 | 2.76 | 2.87 | 3.09 | 3.81 | 4.05 | 3.71 | 3.45 | 3.05 | 4.16 | 4.58 | 5.70 | 6.44 | 6.64 | 7.99 | 8.05 | 4.71 |
Data as of 04/22/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADBX (Madison Mosaic Core Bond Y) |
1.09%
Jun 2003 – Jun 2006 |
2.42%
Oct 2003 – Oct 2008 |
3.84%
Jul 1998 – Jul 2008 |
4.16%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADBX (Madison Mosaic Core Bond Y) |
9.03%
May 2000 – May 2003 |
6.45%
Oct 1996 – Oct 2001 |
5.32%
May 2000 – May 2010 |
4.94%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart