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Madison Investors Fund (MINVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.93+0.08 (+0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.25%
5-year average return12.77%
Number of years up35
Number of years down10
Best 1-yr total return (20 Jun 2024)33.73%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return33.73%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMINVXCategory
YTD8.61%5.31%
1-month2.82%-4.19%
3-month2.57%3.90%
1-year28.04%20.31%
3-year9.45%6.48%
5-year14.17%11.78%
10-year12.42%10.96%
Last bull market23.84%25.56%
Last bear market-11.76%-15.11%

Annual total return (%) history

Year
MINVXCategory
2024
N/AN/A
2023
26.09%22.32%
2022
-13.17%-16.96%
2021
22.68%26.07%
2020
14.42%15.83%
2019
30.48%28.78%
2018
-0.20%-6.27%
2017
22.51%20.44%
2016
12.97%10.37%
2015
0.23%-1.07%
2014
11.54%10.96%
2013
29.08%31.50%
2012
14.05%14.96%
2011
-0.01%-1.27%
2010
10.44%14.01%
2009
33.73%28.17%
2008
-33.40%-37.79%
2007
-0.18%6.16%
2006
16.55%14.17%
2005
-2.81%5.88%
2004
11.49%10.02%
2003
22.14%27.05%
2002
-16.94%-22.25%
2001
-2.52%-13.50%
2000
10.84%-6.31%
1999
5.06%20.16%
1998
18.65%22.39%
1997
34.78%28.37%
1996
22.80%20.76%
1995
24.68%32.35%
1994
3.85%-0.93%
1993
2.93%N/A
1992
11.01%N/A
1991
32.04%N/A
1990
-14.20%N/A
1989
16.01%N/A
1988
12.72%N/A
1987
1.10%N/A
1986
16.31%N/A
1985
31.24%N/A
1984
-0.85%N/A
1983
17.47%N/A
1982
31.38%N/A
1981
13.32%N/A
1980
22.26%N/A
1979
18.64%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.63%N/AN/AN/A
20236.47%8.47%-1.26%10.57%
2022-5.55%-11.76%-5.46%10.20%
20214.65%6.82%0.07%9.67%
2020-20.53%17.51%9.90%11.49%
201913.58%5.56%2.53%6.15%
2018-1.31%2.31%7.02%-7.64%
20176.38%4.09%3.93%6.45%
20165.20%3.05%2.66%1.50%
20151.39%-1.84%-3.84%4.73%
20142.81%3.32%-0.85%5.91%
201310.78%2.24%3.80%9.80%
20129.82%-3.00%5.84%1.16%
20112.72%-0.06%-12.54%11.37%
20104.05%-12.24%10.90%9.06%
2009-9.46%20.90%14.78%6.44%
2008-6.51%-5.68%-0.80%-23.86%
2007-2.87%4.55%0.34%-2.03%
20064.36%-1.38%7.75%5.10%
2005-3.55%0.35%0.20%0.22%
20042.71%1.24%-1.38%8.71%
2003-4.35%14.78%1.71%9.37%
20022.47%-9.91%-16.71%8.02%
2001-2.96%1.03%-9.92%10.39%
20000.24%-0.71%3.57%7.53%
19991.69%8.27%-5.88%1.39%
19988.00%-1.28%-9.60%23.11%
19971.30%12.96%13.06%4.17%
19963.37%4.91%7.50%5.33%
19955.90%6.13%6.10%4.55%
1994-1.62%4.43%4.21%-3.00%
19930.67%1.59%-1.64%2.32%
1992-1.18%-1.99%2.95%11.32%
199120.43%0.24%3.82%5.35%
1990-10.54%3.08%-14.12%8.35%
19897.64%4.66%5.13%-2.05%
19883.51%2.61%0.87%5.21%
19879.78%1.78%0.98%-10.40%
198612.80%2.24%-1.59%2.48%
19858.76%7.98%-0.69%12.53%
1984-5.94%-0.69%2.83%3.22%
198312.01%7.56%-2.66%0.17%
1982-3.68%0.23%12.85%20.59%
19816.64%2.10%-5.60%10.25%
1980-5.01%10.17%10.75%5.49%
19795.17%1.64%8.35%2.43%

Rank in category (by total return)

YTD71
1-month86
3-month70
1-year38
3-year23
5-year61

Load adjusted returns

1-year28.04%
3-year9.45%
5-year14.17%
10-year12.42%