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Madison Large Cap Value B (MGWBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.440.00 (0.00%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return9.70%
5-year average return6.39%
Number of years up15
Number of years down7
Best 1-yr total return (3 Feb 2019)28.35%
Worst 1-yr total return (3 Feb 2019)-36.49%
Best 3-yr total return28.35%
Worst 3-yr total return-10.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGWBXCategory
YTD-17.38%4.44%
1-month-0.19%-4.04%
3-month13.05%4.09%
1-year-11.75%14.37%
3-year-1.01%6.04%
5-year1.94%9.20%
10-year7.84%8.57%
Last bull market21.95%22.97%
Last bear market-14.76%-11.27%

Annual total return (%) history

Year
MGWBXCategory
2020
N/A2.91%
2019
23.50%25.04%
2018
-13.81%-8.53%
2017
14.54%15.94%
2016
11.71%14.81%
2015
-3.99%-4.05%
2014
10.82%10.21%
2013
28.35%31.21%
2012
10.41%14.57%
2011
6.06%-0.75%
2010
7.16%13.66%
2009
15.15%24.13%
2008
-36.49%-37.09%
2007
-0.47%1.42%
2006
19.27%18.15%
2005
4.42%5.95%
2004
11.31%12.97%
2003
24.77%28.44%
2002
-22.37%-18.69%
2001
-11.79%-4.99%
2000
-0.22%7.87%
1999
15.67%6.72%
1998
15.88%12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-26.92%13.05%N/AN/A
201913.12%2.21%1.36%5.38%
2018-1.75%2.13%4.53%-17.83%
20173.41%0.42%3.63%6.44%
20161.19%3.89%0.87%5.35%
2015-0.24%-1.62%-7.49%5.74%
20142.57%4.90%-1.75%4.83%
201310.48%2.19%4.61%8.68%
20127.63%-1.04%4.68%-0.97%
20116.17%0.88%-12.47%13.14%
20103.97%-12.84%9.35%8.14%
2009-15.91%14.25%14.52%4.66%
2008-8.59%-5.65%-6.74%-21.05%
20070.25%4.69%0.36%-5.51%
20064.07%0.29%6.28%7.53%
2005-0.86%0.55%3.22%1.49%
20041.82%0.34%0.51%8.40%
2003-7.10%16.80%2.38%12.32%
20021.54%-12.32%-20.22%9.30%
2001-10.73%1.56%-11.02%9.33%
20003.74%-1.91%0.36%-2.30%
19995.70%12.82%-10.09%7.87%
199811.29%-0.09%-10.62%16.61%

Rank in category (by total return)

YTD71
1-month64
3-month80
1-year82
3-year88
5-year89

Load adjusted returns

1-year-15.62%
3-year-1.91%
5-year1.69%
10-year7.84%