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Madison Dividend Income Fund (MDMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.17-0.21 (-0.80%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.49%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)22.90%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return22.90%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDMIXCategory
YTD0.71%4.44%
1-month2.13%-4.04%
3-month0.86%4.09%
1-year10.73%14.37%
3-year1.40%6.04%
5-year7.75%9.20%
10-year8.36%8.57%
Last bull market14.51%22.97%
Last bear market-10.04%-11.27%

Annual total return (%) history

Year
MDMIXCategory
2024
N/AN/A
2023
1.82%11.63%
2022
-5.32%-5.90%
2021
22.90%26.22%
2020
N/A2.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
2023-2.25%0.67%-2.92%6.58%
20220.20%-10.04%-7.79%13.90%
20217.64%4.66%-0.59%9.73%
202011.05%N/AN/AN/A

Rank in category (by total return)

YTD99
1-month85
3-month95
1-year98
3-year97
5-year94

Load adjusted returns

1-year10.73%
3-year1.40%
5-year7.75%
10-year8.36%