GTSGX vs. FMIMX

In the year-to-date period, GTSGX achieves a 11.16% return, which is significantly higher than FMIMX's 9.00% return. Over the past 10 years, GTSGX has outperformed FMIMX with an annualized return of 5.29%, while FMIMX has yielded a comparatively lower 3.34% annualized return.

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GTSGX has a 0.95% expense ratio, which is lower than FMIMX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and FMI Common Stock Fund (FMIMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current GTSGX Sharpe Ratio is 0.78, which is higher than the FMIMX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of GTSGX and FMIMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GTSGX's dividend yield for the trailing twelve months is around 0.12%, while FMIMX has not paid dividends to shareholders.

The maximum GTSGX drawdown since its inception was -38.25%, smaller than the maximum FMIMX drawdown of -59.12%. Use the drawdown chart below to compare losses from any high point for GTSGX and FMIMX. For additional features, visit the drawdowns tool.

The current volatility for Madison Mid Cap Fund (GTSGX) is 4.48%, while FMI Common Stock Fund (FMIMX) has a volatility of 5.02%. This indicates that GTSGX experiences smaller price fluctuations and is considered to be less risky than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.