MBOAX vs. BVAOX
Compare and contrast key facts about Madison Core Bond Fund (MBOAX) and Madison Small Cap Fund (BVAOX).
MBOAX is managed by Madison Funds. It was launched on Dec 29, 1997. BVAOX is managed by Madison Funds. It was launched on Dec 16, 1996.
Performance
MBOAX vs. BVAOX - Performance Comparison
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MBOAX vs. BVAOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBOAX Madison Core Bond Fund | -0.36% | 6.96% | 1.14% | 5.63% | -12.82% | -1.85% | 9.22% | 8.31% | -0.98% | 3.02% |
BVAOX Madison Small Cap Fund | -2.62% | -7.16% | 21.83% | 16.06% | -24.38% | 20.38% | 23.06% | -49.49% | -12.21% | -2.21% |
Returns By Period
In the year-to-date period, MBOAX achieves a -0.36% return, which is significantly higher than BVAOX's -2.62% return. Over the past 10 years, MBOAX has outperformed BVAOX with an annualized return of 1.68%, while BVAOX has yielded a comparatively lower -3.00% annualized return.
MBOAX
- 1D
- 0.55%
- 1M
- -2.04%
- YTD
- -0.36%
- 6M
- 0.65%
- 1Y
- 4.07%
- 3Y*
- 3.53%
- 5Y*
- 0.14%
- 10Y*
- 1.68%
BVAOX
- 1D
- -0.64%
- 1M
- -9.35%
- YTD
- -2.62%
- 6M
- -3.17%
- 1Y
- -0.63%
- 3Y*
- 6.55%
- 5Y*
- 0.46%
- 10Y*
- -3.00%
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MBOAX vs. BVAOX - Expense Ratio Comparison
MBOAX has a 0.85% expense ratio, which is lower than BVAOX's 1.10% expense ratio.
Return for Risk
MBOAX vs. BVAOX — Risk / Return Rank
MBOAX
BVAOX
MBOAX vs. BVAOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Core Bond Fund (MBOAX) and Madison Small Cap Fund (BVAOX). 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.
| MBOAX | BVAOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | -0.04 | +0.98 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.11 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.01 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | -0.22 | +1.91 |
Martin ratioReturn relative to average drawdown | 4.97 | -0.65 | +5.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBOAX | BVAOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | -0.04 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.02 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | -0.11 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.24 | +0.50 |
Correlation
The correlation between MBOAX and BVAOX is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MBOAX vs. BVAOX - Dividend Comparison
MBOAX's dividend yield for the trailing twelve months is around 3.12%, less than BVAOX's 10.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBOAX Madison Core Bond Fund | 3.12% | 3.39% | 3.27% | 2.73% | 1.88% | 1.85% | 3.77% | 2.42% | 2.48% | 2.28% | 2.72% | 4.60% |
BVAOX Madison Small Cap Fund | 10.33% | 10.06% | 9.63% | 0.29% | 5.51% | 28.31% | 6.63% | 19.91% | 25.09% | 0.00% | 4.73% | 9.18% |
Drawdowns
MBOAX vs. BVAOX - Drawdown Comparison
The maximum MBOAX drawdown since its inception was -17.78%, smaller than the maximum BVAOX drawdown of -75.76%. Use the drawdown chart below to compare losses from any high point for MBOAX and BVAOX.
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Drawdown Indicators
| MBOAX | BVAOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.78% | -75.76% | +57.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -13.90% | +11.17% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -32.32% | +14.77% |
Max Drawdown (10Y)Largest decline over 10 years | -17.78% | -75.76% | +57.98% |
Current DrawdownCurrent decline from peak | -2.57% | -43.44% | +40.87% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -20.70% | +18.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 4.73% | -3.80% |
Volatility
MBOAX vs. BVAOX - Volatility Comparison
The current volatility for Madison Core Bond Fund (MBOAX) is 1.64%, while Madison Small Cap Fund (BVAOX) has a volatility of 5.77%. This indicates that MBOAX experiences smaller price fluctuations and is considered to be less risky than BVAOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBOAX | BVAOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 5.77% | -4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 12.85% | -10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.33% | 22.92% | -18.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 20.41% | -14.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.63% | 28.21% | -23.58% |