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Madison Mid Cap Fund (GTSGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US5574927258

CUSIP

557492725

Inception Date

Jul 21, 1983

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

GTSGX has a high expense ratio of 0.95%, indicating above-average management fees.


Expense ratio chart for GTSGX: current value is 0.95%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GTSGX: 0.95%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Madison Mid Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


280.00%300.00%320.00%340.00%360.00%380.00%NovemberDecember2025FebruaryMarchApril
330.33%
320.60%
GTSGX (Madison Mid Cap Fund)
Benchmark (^GSPC)

Returns By Period

Madison Mid Cap Fund had a return of -5.20% year-to-date (YTD) and 1.72% in the last 12 months. Over the past 10 years, Madison Mid Cap Fund had an annualized return of 10.17%, while the S&P 500 benchmark had an annualized return of 10.15%, indicating that Madison Mid Cap Fund performed slightly bigger than the benchmark.


GTSGX

YTD

-5.20%

1M

-2.27%

6M

-5.71%

1Y

1.72%

5Y*

13.62%

10Y*

10.17%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of GTSGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.34%-3.16%-5.14%-1.08%-5.20%
20240.77%5.70%2.93%-7.62%4.03%-0.42%4.01%1.81%1.21%-3.18%8.44%-6.62%10.24%
20237.17%-0.74%-1.05%-0.08%-1.82%9.18%3.04%-0.82%-3.94%-1.22%9.47%5.70%26.51%
2022-8.24%-2.50%2.42%-5.82%1.25%-6.57%8.85%-3.57%-7.96%7.71%7.55%-5.43%-13.60%
2021-3.35%3.04%5.91%5.19%0.66%0.66%1.74%2.36%-4.81%7.18%-0.68%6.48%26.31%
20201.12%-6.92%-18.92%9.29%7.15%-0.68%6.13%2.84%-2.23%-0.64%12.21%3.63%9.45%
20196.67%4.90%1.79%5.47%-3.89%6.74%0.54%-0.36%3.78%1.65%1.11%1.39%33.53%
20183.65%-3.71%-0.31%-0.41%2.35%1.80%4.51%2.16%-0.37%-5.63%3.23%-8.03%-1.60%
20172.04%2.33%-0.11%0.11%0.22%0.97%1.82%-0.63%2.86%0.41%3.38%1.32%15.65%
2016-5.23%2.82%6.98%-0.47%0.94%-0.23%2.67%0.57%0.67%-3.36%5.32%1.32%12.03%
2015-3.82%6.73%1.13%-1.56%0.45%-0.68%0.79%-4.05%-2.46%6.37%1.02%-2.35%0.92%
2014-4.22%4.19%0.11%-1.27%2.14%2.51%-2.55%4.61%-4.31%4.71%2.80%0.84%9.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GTSGX is 28, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of GTSGX is 2828
Overall Rank
The Sharpe Ratio Rank of GTSGX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of GTSGX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of GTSGX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of GTSGX is 2929
Calmar Ratio Rank
The Martin Ratio Rank of GTSGX is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for GTSGX, currently valued at 0.08, compared to the broader market-1.000.001.002.003.00
GTSGX: 0.08
^GSPC: 0.46
The chart of Sortino ratio for GTSGX, currently valued at 0.26, compared to the broader market-2.000.002.004.006.008.00
GTSGX: 0.26
^GSPC: 0.77
The chart of Omega ratio for GTSGX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
GTSGX: 1.03
^GSPC: 1.11
The chart of Calmar ratio for GTSGX, currently valued at 0.08, compared to the broader market0.002.004.006.008.0010.00
GTSGX: 0.08
^GSPC: 0.47
The chart of Martin ratio for GTSGX, currently valued at 0.27, compared to the broader market0.0010.0020.0030.0040.0050.00
GTSGX: 0.27
^GSPC: 1.94

The current Madison Mid Cap Fund Sharpe ratio is 0.08. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Madison Mid Cap Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.08
0.46
GTSGX (Madison Mid Cap Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Madison Mid Cap Fund provided a 6.08% dividend yield over the last twelve months, with an annual payout of $0.94 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.94$0.94$0.20$0.25$0.65$0.42$0.43$0.68$0.35$0.38$0.50$1.74

Dividend yield

6.08%5.76%1.25%1.96%4.38%3.43%3.74%7.57%3.58%4.34%6.09%20.06%

Monthly Dividends

The table displays the monthly dividend distributions for Madison Mid Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94$0.94
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65$0.65
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68$0.68
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.35
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.50
2014$1.74$1.74

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.85%
-10.07%
GTSGX (Madison Mid Cap Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Madison Mid Cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Madison Mid Cap Fund was 38.26%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current Madison Mid Cap Fund drawdown is 11.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.26%Feb 20, 202023Mar 23, 2020166Nov 16, 2020189
-21.94%Jan 3, 2022115Jun 16, 2022270Jul 17, 2023385
-19.63%Nov 26, 202490Apr 8, 2025
-17.66%Jul 22, 201151Oct 3, 201173Jan 18, 2012124
-16.74%Sep 21, 201865Dec 24, 201859Mar 21, 2019124

Volatility

Volatility Chart

The current Madison Mid Cap Fund volatility is 12.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.53%
14.23%
GTSGX (Madison Mid Cap Fund)
Benchmark (^GSPC)