Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIVIX (Madison Investors Fund Class I) | 5.07% | 6.89% | 13.11% | 9.07% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIVIX (Madison Investors Fund Class I) | 09/01/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 6.89 | 13.11 | 9.07 | NA | NA | NA | … | … | 5.07 | 3.39 | 16.47 | 26.27 | -13.12 | 22.82 | 9.39 |
| Sharpe Ratio | NA | 0.37 | 0.69 | 0.38 | NA | NA | NA | … | … | 0.60 | 0.03 | 1.05 | 1.69 | -0.65 | 1.81 | 1.89 |
| Standard Deviation(%) | NA | 13.39 | 14.62 | 16.28 | NA | NA | NA | … | … | 14.57 | 18.01 | 12.28 | 13.47 | 22.42 | 12.58 | 16.31 |
| Draw Down(%) | NA | 10.00 | 16.20 | 21.42 | NA | NA | NA | … | … | 10.00 | 16.20 | 6.80 | 9.20 | 21.42 | 5.56 | 6.83 |
| Yield(%) | 0.00 | 7.07 | 8.14 | 7.32 | 5.01 | 3.34 | 2.51 | … | … | 0.00 | 7.20 | 6.87 | 9.81 | 5.61 | 9.31 | 10.02 |
Data as of 06/09/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIVIX (Madison Investors Fund Class I) |
8.51%
Dec 2021 – Dec 2024 |
8.58%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIVIX (Madison Investors Fund Class I) |
17.45%
Sep 2022 – Sep 2025 |
12.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart