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Here you can find all mutual funds issued by Madison Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Madison Funds
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BHBFX
Madison Dividend Income FundLarge Cap Value EquitiesDec 18, 19860.91%
3.25%
8.98%
5.82%
Madison Small Cap FundSmall Cap Blend EquitiesDec 16, 19961.10%
10.53%
7.33%
0.27%
Madison Tax-Free National FundMunicipal BondsDec 29, 19820.76%
-0.49%
1.94%
2.03%
Madison Mid Cap FundMid Cap Blend EquitiesJul 21, 19830.95%
9.50%
12.14%
1.14%
Madison Tax-Free Virginia FundMunicipal BondsOct 12, 19870.86%
-0.74%
1.51%
1.84%
Madison Aggressive Allocation FundDiversified PortfolioJun 29, 20060.71%
5.61%
6.00%
1.79%
Madison Diversified Income FundDiversified PortfolioDec 28, 19971.11%
1.75%
6.18%
15.52%
Madison Core Bond FundIntermediate Core BondDec 29, 19970.85%
-0.74%
1.74%
2.87%
Madison Conservative Allocation FundDiversified PortfolioJun 29, 20060.71%
2.01%
3.28%
2.36%
Madison Covered Call & Equity Income FundDerivative IncomeOct 29, 20091.01%
1.63%
7.55%
7.59%
Madison High Quality Bond FundShort-Term BondMay 1, 20000.50%
-0.10%
0.87%
2.17%
Madison International Stock FundForeign Large Cap EquitiesDec 29, 19971.61%
3.58%
1.86%
0.28%
Madison Investors FundLarge Cap Blend EquitiesNov 1, 19780.91%
9.21%
12.88%
7.49%
Madison Moderate Allocation FundDiversified PortfolioJun 29, 20060.71%
4.13%
4.63%
2.07%

1–14 of 14

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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