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Madison Investors Fund (MIVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.55-0.06 (-0.21%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.43%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jun 2024)26.24%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return26.24%
Worst 3-yr total return10.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIVIXCategory
YTD5.66%5.31%
1-month-3.64%-4.19%
3-month5.06%3.90%
1-year22.64%20.31%
3-year8.74%6.48%
5-year12.31%11.78%
10-year12.40%10.96%
Last bull market23.85%25.56%
Last bear market-11.72%-15.11%

Annual total return (%) history

Year
MIVIXCategory
2024
N/AN/A
2023
26.24%22.32%
2022
-13.11%-16.96%
2021
22.80%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%N/AN/AN/A
20236.50%8.51%-1.22%10.59%
2022-5.57%-11.72%-5.43%10.22%
20214.65%6.83%0.11%9.72%
202011.50%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month18
3-month19
1-year36
3-year12
5-year48

Load adjusted returns

1-year22.64%
3-year8.74%
5-year12.31%
10-year12.40%