Canada markets close in 44 minutes

Madison Investors R6 (MNVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
29.07-0.41 (-1.39%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.16%
5-Year Average Return14.24%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 22, 2024)30.71%
Worst 1 Yr Total Return (May 22, 2024)N/A
Best 3-Yr Total Return30.71%
Worst 3-Yr Total Return7.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMNVRXCategory
YTD5.67%5.31%
1-Month-3.63%-4.19%
3-Month5.08%3.90%
1-Year22.74%20.31%
3-Year8.82%6.48%
5-Year12.43%11.78%
10-Year12.57%10.96%
Last Bull Market23.93%25.56%
Last Bear Market-11.70%-15.11%

Annual Total Return (%) History

Year
MNVRXCategory
2024
N/AN/A
2023
26.37%22.32%
2022
-13.04%-16.96%
2021
22.91%26.07%
2020
14.64%15.83%
2019
30.71%28.78%
2018
-0.03%-6.27%
2017
22.73%20.44%
2016
13.11%10.37%
2015
0.51%-1.07%
2014
11.75%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.65%N/AN/AN/A
20236.52%8.54%-1.21%10.64%
2022-5.54%-11.70%-5.41%10.23%
20214.68%6.87%0.11%9.74%
2020-20.45%17.53%9.97%11.50%
201913.68%5.61%2.55%6.17%
2018-1.26%2.38%7.07%-7.63%
20176.45%4.17%3.91%6.51%
20165.23%3.04%2.74%1.53%
20151.48%-1.78%-3.82%4.85%
20142.85%3.40%-0.81%5.94%
20139.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month18
3-Month19
1-Year35
3-Year11
5-Year44

Load Adjusted Returns

1-Year22.74%
3-Year8.82%
5-Year12.43%
10-Year12.57%