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Madison Small Cap B (MBSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.79+0.06 (+0.62%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return10.56%
5-year average return5.25%
Number of years up7
Number of years down5
Best 1-yr total return (3 Feb 2019)30.82%
Worst 1-yr total return (3 Feb 2019)-27.05%
Best 3-yr total return30.82%
Worst 3-yr total return-3.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBSVXCategory
YTD15.06%20.19%
1-month0.49%0.02%
3-month0.29%4.36%
1-year-5.87%60.18%
3-year4.46%11.32%
5-year5.78%13.88%
10-year10.30%11.19%
Last bull market27.58%27.98%
Last bear market-22.25%-24.08%

Annual total return (%) history

Year
MBSVXCategory
2019
N/A23.75%
2018
-13.82%-12.72%
2017
2.53%12.28%
2016
21.05%20.78%
2015
-2.26%-5.38%
2014
5.20%3.79%
2013
30.82%37.39%
2012
14.59%15.46%
2011
-0.79%-4.07%
2010
24.41%25.61%
2009
28.18%31.80%
2008
-27.05%-36.56%
2007
-3.74%-1.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20199.78%4.30%N/AN/A
2018-4.67%7.76%3.24%-18.75%
2017-1.78%-1.36%3.21%2.53%
20163.28%0.36%3.88%12.43%
20153.71%0.61%-10.75%4.95%
20140.98%-0.35%-5.76%10.93%
201311.40%1.57%6.98%8.07%
20129.57%-2.97%4.23%3.40%
20115.14%-0.09%-19.67%17.56%
20109.68%-9.45%8.83%15.10%
2009-14.89%19.21%21.44%4.03%
2008-6.28%0.80%1.35%-23.80%
20074.43%3.09%-4.49%-6.38%

Rank in category (by total return)

YTD66
1-month69
3-month26
1-year60
3-year94
5-year77

Load adjusted returns

1-year-8.79%
3-year3.70%
5-year5.54%
10-year10.30%