MIIBX vs. GTSGX
Compare and contrast key facts about Madison High Quality Bond Fund (MIIBX) and Madison Mid Cap Fund (GTSGX).
MIIBX is managed by Madison Funds. It was launched on May 1, 2000. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Performance
MIIBX vs. GTSGX - Performance Comparison
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MIIBX vs. GTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIIBX Madison High Quality Bond Fund | -0.85% | 6.21% | 2.74% | 4.55% | -7.13% | -1.76% | 4.50% | 4.54% | 0.91% | 1.14% |
GTSGX Madison Mid Cap Fund | -4.35% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
Returns By Period
In the year-to-date period, MIIBX achieves a -0.85% return, which is significantly higher than GTSGX's -4.35% return. Over the past 10 years, MIIBX has underperformed GTSGX with an annualized return of 1.33%, while GTSGX has yielded a comparatively higher 10.15% annualized return.
MIIBX
- 1D
- -0.76%
- 1M
- -1.59%
- YTD
- -0.85%
- 6M
- -0.06%
- 1Y
- 2.73%
- 3Y*
- 3.60%
- 5Y*
- 0.93%
- 10Y*
- 1.33%
GTSGX
- 1D
- 2.26%
- 1M
- -6.95%
- YTD
- -4.35%
- 6M
- -5.69%
- 1Y
- 1.28%
- 3Y*
- 8.80%
- 5Y*
- 6.79%
- 10Y*
- 10.15%
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MIIBX vs. GTSGX - Expense Ratio Comparison
MIIBX has a 0.50% expense ratio, which is lower than GTSGX's 0.95% expense ratio.
Return for Risk
MIIBX vs. GTSGX — Risk / Return Rank
MIIBX
GTSGX
MIIBX vs. GTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison High Quality Bond Fund (MIIBX) and Madison Mid Cap Fund (GTSGX). 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.
| MIIBX | GTSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.07 | +1.05 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.25 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.03 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.16 | +1.38 |
Martin ratioReturn relative to average drawdown | 6.62 | 0.47 | +6.14 |
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
| MIIBX | GTSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.07 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.39 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.57 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.14 | +0.82 |
Correlation
The correlation between MIIBX and GTSGX 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
MIIBX vs. GTSGX - Dividend Comparison
MIIBX's dividend yield for the trailing twelve months is around 2.63%, less than GTSGX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIIBX Madison High Quality Bond Fund | 2.63% | 3.34% | 3.02% | 2.17% | 1.23% | 1.54% | 1.28% | 1.87% | 1.73% | 1.41% | 1.23% | 1.35% |
GTSGX Madison Mid Cap Fund | 3.52% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
Drawdowns
MIIBX vs. GTSGX - Drawdown Comparison
The maximum MIIBX drawdown since its inception was -11.12%, smaller than the maximum GTSGX drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for MIIBX and GTSGX.
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Drawdown Indicators
| MIIBX | GTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.12% | -73.82% | +62.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.96% | -11.99% | +10.03% |
Max Drawdown (5Y)Largest decline over 5 years | -10.69% | -21.94% | +11.25% |
Max Drawdown (10Y)Largest decline over 10 years | -11.12% | -38.25% | +27.13% |
Current DrawdownCurrent decline from peak | -1.96% | -10.00% | +8.04% |
Average DrawdownAverage peak-to-trough decline | -1.25% | -29.79% | +28.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 4.07% | -3.61% |
Volatility
MIIBX vs. GTSGX - Volatility Comparison
The current volatility for Madison High Quality Bond Fund (MIIBX) is 1.17%, while Madison Mid Cap Fund (GTSGX) has a volatility of 4.73%. This indicates that MIIBX experiences smaller price fluctuations and is considered to be less risky than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIIBX | GTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 4.73% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 10.17% | -8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.70% | 19.05% | -16.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.52% | 17.36% | -13.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.77% | 18.01% | -15.24% |