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) | -0.07% | 4.97% | 4.21% | 0.21% | NA | NA | NA | … | … |
Data as of 06/09/2026, 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 | 06/09/2026 |
| 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 | 4.97 | 4.21 | 0.21 | NA | NA | NA | … | … | -0.07 | 7.42 | 1.52 | 5.95 | -12.54 | 0.68 |
| Sharpe Ratio | NA | 0.48 | 0.17 | -0.40 | NA | NA | NA | … | … | -0.72 | 1.01 | -0.39 | 0.33 | -2.00 | 0.25 |
| Standard Deviation(%) | NA | 3.83 | 5.29 | 5.67 | NA | NA | NA | … | … | 4.09 | 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 | 3.93 | 3.71 | 2.79 | 1.45 | 0.96 | 0.72 | … | … | 1.58 | 3.90 | 3.62 | 3.18 | 1.96 | 2.03 |
Data as of 06/09/2026, 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 |
0.38%
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