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Madison Investors R6 (MNVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.37+0.10 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.29%
5-year average return14.11%
Number of years up8
Number of years down2
Best 1-yr total return (16 May 2024)30.71%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return30.71%
Worst 3-yr total return7.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNVRXCategory
YTD5.67%5.31%
1-month-3.63%-4.19%
3-month5.08%3.90%
1-year22.74%20.31%
3-year8.82%6.48%
5-year12.43%11.78%
10-year12.57%10.96%
Last bull market23.93%25.56%
Last bear market-11.70%-15.11%

Annual total return (%) history

Year
MNVRXCategory
2024
N/AN/A
2023
26.37%22.32%
2022
-13.04%-16.96%
2021
22.91%26.07%
2020
14.64%15.83%
2019
30.71%28.78%
2018
-0.03%-6.27%
2017
22.73%20.44%
2016
13.11%10.37%
2015
0.51%-1.07%
2014
11.75%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%N/AN/AN/A
20236.52%8.54%-1.21%10.64%
2022-5.54%-11.70%-5.41%10.23%
20214.68%6.87%0.11%9.74%
2020-20.45%17.53%9.97%11.50%
201913.68%5.61%2.55%6.17%
2018-1.26%2.38%7.07%-7.63%
20176.45%4.17%3.91%6.51%
20165.23%3.04%2.74%1.53%
20151.48%-1.78%-3.82%4.85%
20142.85%3.40%-0.81%5.94%
20139.90%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month18
3-month19
1-year35
3-year11
5-year44

Load adjusted returns

1-year22.74%
3-year8.82%
5-year12.43%
10-year12.57%