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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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.43%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (2 Jun 2024)
26.24%
Worst 1-yr total return (2 Jun 2024)
N/A
Best 3-yr total return
26.24%
Worst 3-yr total return
10.44%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MIVIX
Category
YTD
5.66%
5.31%
1-month
-3.64%
-4.19%
3-month
5.06%
3.90%
1-year
22.64%
20.31%
3-year
8.74%
6.48%
5-year
12.31%
11.78%
10-year
12.40%
10.96%
Last bull market
23.85%
25.56%
Last bear market
-11.72%
-15.11%
Annual total return (%) history
Year
MIVIX
Category
2024
N/A
N/A
2023
26.24%
22.32%
2022
-13.11%
-16.96%
2021
22.80%
26.07%
2020
N/A
15.83%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.65%
N/A
N/A
N/A
2023
6.50%
8.51%
-1.22%
10.59%
2022
-5.57%
-11.72%
-5.43%
10.22%
2021
4.65%
6.83%
0.11%
9.72%
2020
11.50%
N/A
N/A
N/A
Rank in category (by total return)
YTD
50
1-month
18
3-month
19
1-year
36
3-year
12
5-year
48
Load adjusted returns
1-year
22.64%
3-year
8.74%
5-year
12.31%
10-year
12.40%
Data disclaimer
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