MINVX vs. MBOAX
Compare and contrast key facts about Madison Investors Fund (MINVX) and Madison Core Bond Fund (MBOAX).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. MBOAX is managed by Madison Funds. It was launched on Dec 29, 1997.
Performance
MINVX vs. MBOAX - Performance Comparison
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MINVX vs. MBOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | -5.07% | 3.30% | 16.38% | 26.12% | -13.18% | 22.70% | 14.48% | 30.48% | 0.64% | 22.53% |
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% |
Returns By Period
In the year-to-date period, MINVX achieves a -5.07% return, which is significantly lower than MBOAX's -0.36% return. Over the past 10 years, MINVX has outperformed MBOAX with an annualized return of 11.64%, while MBOAX has yielded a comparatively lower 1.68% annualized return.
MINVX
- 1D
- 0.19%
- 1M
- -9.31%
- YTD
- -5.07%
- 6M
- -1.83%
- 1Y
- -1.01%
- 3Y*
- 10.58%
- 5Y*
- 7.94%
- 10Y*
- 11.64%
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%
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MINVX vs. MBOAX - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than MBOAX's 0.85% expense ratio.
Return for Risk
MINVX vs. MBOAX — Risk / Return Rank
MINVX
MBOAX
MINVX vs. MBOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) and Madison Core Bond Fund (MBOAX). 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.
| MINVX | MBOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.94 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.36 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.69 | -1.90 |
Martin ratioReturn relative to average drawdown | -0.63 | 4.97 | -5.61 |
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
| MINVX | MBOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.94 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.03 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.36 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.74 | -0.39 |
Correlation
The correlation between MINVX and MBOAX is -0.13. 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
MINVX vs. MBOAX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 7.69%, more than MBOAX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 7.69% | 7.30% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% |
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% |
Drawdowns
MINVX vs. MBOAX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.40%, which is greater than MBOAX's maximum drawdown of -17.78%. Use the drawdown chart below to compare losses from any high point for MINVX and MBOAX.
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Drawdown Indicators
| MINVX | MBOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -17.78% | -34.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -2.73% | -8.55% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -17.55% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -17.78% | -16.07% |
Current DrawdownCurrent decline from peak | -9.83% | -2.57% | -7.26% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -2.36% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 0.93% | +2.71% |
Volatility
MINVX vs. MBOAX - Volatility Comparison
Madison Investors Fund (MINVX) has a higher volatility of 4.33% compared to Madison Core Bond Fund (MBOAX) at 1.64%. This indicates that MINVX's price experiences larger fluctuations and is considered to be riskier than MBOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINVX | MBOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 1.64% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 2.54% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 4.33% | +13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 5.58% | +10.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 4.63% | +12.33% |