Madison Investors Fund (MINVX)

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

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

Madison Investors Fund (MINVX) has returned -5.07% so far this year and -1.01% over the past 12 months. Over the last ten years, MINVX has had an annualized return of 11.64%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 2, 1980, MINVX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 1997 with a return of +21.5%, while the worst month was Oct 2008 at -18.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MINVX closed higher 52% of trading days. The best single day was Apr 1, 1997 with a return of +13.8%, while the worst single day was Dec 30, 1996 at -19.1%.

Madison Investors Fund has an annualized alpha of 2.75%, beta of 0.72, and R² of 0.32 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.

• This fund participated in 85.76% of S&P 500 Index downside but only 81.34% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.32 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

MINVX has an expense ratio of 0.91%, placing it in the medium range.

MINVX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Madison Investors Fund (MINVX) and compare them to a chosen benchmark (S&P 500 Index).

Madison Investors Fund provided a 7.69% dividend yield over the last twelve months, with an annual payout of $2.04 per share.

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

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.

The table below displays the maximum drawdowns of the Madison Investors 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 Investors Fund was 52.40%, occurring on Mar 9, 2009. Recovery took 734 trading sessions.

The current Madison Investors Fund drawdown is 9.83%.

The chart below shows the rolling one-month volatility.