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Madison Small Cap Y (BVAOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.89+0.18 (+1.54%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.03%
5-Year Average Return10.67%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (Oct 3, 2024)43.48%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return43.48%
Worst 3-Yr Total Return1.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVAOXCategory
YTD17.22%20.19%
1-Month2.06%0.02%
3-Month6.34%4.36%
1-Year30.40%60.18%
3-Year2.49%11.32%
5-Year10.52%13.88%
10-Year7.79%11.19%
Last Bull Market30.34%27.98%
Last Bear Market-18.52%-24.08%

Annual Total Return (%) History

Year
BVAOXCategory
2024
N/AN/A
2023
16.05%N/A
2022
-24.36%N/A
2021
20.52%N/A
2020
23.09%10.99%
2019
24.67%23.75%
2018
-12.09%-12.72%
2017
8.90%12.28%
2016
18.04%20.78%
2015
-7.90%-5.38%
2014
3.06%3.79%
2013
43.48%37.39%
2012
13.33%15.46%
2011
-3.37%-4.07%
2010
29.55%25.61%
2009
40.16%31.80%
2008
-30.47%-36.56%
2007
3.38%-1.10%
2006
12.78%15.03%
2005
4.93%6.75%
2004
7.05%18.94%
2003
48.11%43.41%
2002
-22.24%-16.22%
2001
2.53%8.92%
2000
23.41%11.89%
1999
54.11%19.95%
1998
35.46%-3.03%
1997
69.74%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.42%-1.06%6.34%N/A
20235.69%5.06%-6.05%11.24%
2022-7.43%-18.52%-5.09%5.66%
202113.73%6.27%-4.70%4.63%
2020-28.96%26.93%6.97%27.61%
201915.79%0.90%-1.23%8.03%
20180.09%7.55%3.34%-20.97%
20171.56%0.64%2.80%3.65%
2016-0.80%3.48%8.28%6.20%
20153.94%-0.70%-11.57%0.92%
20141.05%1.29%-5.85%6.94%
201314.82%2.02%12.57%8.81%
201213.69%-7.82%2.65%5.35%
20118.37%-0.12%-22.23%14.79%
201010.50%-9.51%12.60%15.05%
2009-7.71%17.49%25.25%3.21%
2008-9.62%1.10%-0.18%-23.77%
20073.84%8.98%-4.68%-4.16%
20068.06%-3.84%1.92%6.49%
2005-4.40%2.05%5.72%1.74%
20041.06%-1.37%-5.22%13.31%
2003-5.01%24.24%8.26%15.91%
20026.03%-13.70%-23.01%10.38%
2001-10.48%12.91%-20.91%28.27%
200028.60%2.65%5.66%-11.52%
1999-3.12%20.26%-3.92%37.67%
199814.29%-0.95%-9.45%32.15%
19974.79%18.38%32.16%3.54%

Rank In Category (By Total Return)

YTD5
1-Month4
3-Month87
1-Year12
3-Year76
5-Year43

Load Adjusted Returns

1-Year30.40%
3-Year2.49%
5-Year10.52%
10-Year7.79%