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Madison Investors A (MNVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.69+0.31 (+1.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.47%
5-year average return13.89%
Number of years up7
Number of years down3
Best 1-yr total return (30 May 2024)30.13%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return30.13%
Worst 3-yr total return6.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNVAXCategory
YTD5.52%5.31%
1-month-3.66%-4.19%
3-month5.00%3.90%
1-year22.22%20.31%
3-year8.36%6.48%
5-year11.95%11.78%
10-year12.08%10.96%
Last bull market23.70%25.56%
Last bear market-11.82%-15.11%

Annual total return (%) history

Year
MNVAXCategory
2024
N/AN/A
2023
25.83%22.32%
2022
-13.43%-16.96%
2021
22.38%26.07%
2020
14.16%15.83%
2019
30.13%28.78%
2018
-0.44%-6.27%
2017
22.23%20.44%
2016
12.67%10.37%
2015
-0.02%-1.07%
2014
11.23%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.53%N/AN/AN/A
20236.39%8.41%-1.30%10.53%
2022-5.63%-11.82%-5.51%10.10%
20214.56%6.74%0.00%9.64%
2020-20.56%17.40%9.86%11.42%
201913.49%5.53%2.44%6.06%
2018-1.36%2.26%6.90%-7.68%
20176.34%4.05%3.85%6.38%
20165.15%2.95%2.61%1.43%
20151.34%-1.93%-3.90%4.68%
20142.72%3.24%-0.90%5.83%
20139.74%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month19
3-month21
1-year46
3-year17
5-year56

Load adjusted returns

1-year15.19%
3-year6.24%
5-year10.64%
10-year11.42%