MINVX vs. VTWO

In the year-to-date period, MINVX achieves a -0.52% return, which is significantly higher than VTWO's -6.82% return. Over the past 10 years, MINVX has outperformed VTWO with an annualized return of 12.40%, while VTWO has yielded a comparatively lower 6.64% annualized return.

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MINVX has a 0.91% expense ratio, which is higher than VTWO's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) and Vanguard Russell 2000 ETF (VTWO). 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 MINVX Sharpe Ratio is 0.42, which is higher than the VTWO Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of MINVX and VTWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MINVX's dividend yield for the trailing twelve months is around 6.12%, more than VTWO's 1.39% yield.

The maximum MINVX drawdown since its inception was -52.39%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for MINVX and VTWO.

The current volatility for Madison Investors Fund (MINVX) is 5.13%, while Vanguard Russell 2000 ETF (VTWO) has a volatility of 6.47%. This indicates that MINVX experiences smaller price fluctuations and is considered to be less risky than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.