GTSGX vs. FSMDX

In the year-to-date period, GTSGX achieves a 3.36% return, which is significantly higher than FSMDX's 3.05% return. Over the past 10 years, GTSGX has underperformed FSMDX with an annualized return of 6.59%, while FSMDX has yielded a comparatively higher 9.45% annualized return.

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GTSGX has a 0.95% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and Fidelity Mid Cap Index Fund (FSMDX). 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 0.10, which is lower than the FSMDX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of GTSGX and FSMDX, 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 0.72%, less than FSMDX's 2.25% yield.

The maximum GTSGX drawdown since its inception was -38.26%, smaller than the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for GTSGX and FSMDX. For additional features, visit the drawdowns tool.

Madison Mid Cap Fund (GTSGX) has a higher volatility of 6.06% compared to Fidelity Mid Cap Index Fund (FSMDX) at 5.65%. This indicates that GTSGX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.