Madison Funds

Statistics as of May 27, 2025

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Found total of 12 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.50
YTD Return
-0.7%
3yr Return
39.8%
1yr Return
6.5%
Total Assets
$406M
6M Money Flow
-$9M
Large Value
Expense Ratio
0.00%
TTM Yield
2.1%
3yr Sharpe
-0.14
YTD Return
1.2%
3yr Return
7.3%
1yr Return
9.3%
Total Assets
$119M
6M Money Flow
-$27M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.35
YTD Return
-0.6%
3yr Return
35.9%
1yr Return
4.2%
Total Assets
$2B
6M Money Flow
$275M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
-0.03
YTD Return
-8.4%
3yr Return
15.9%
1yr Return
0.3%
Total Assets
$167M
6M Money Flow
-$11M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.22
YTD Return
1.9%
3yr Return
8.2%
1yr Return
5.0%
Total Assets
$40M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
5.4%
3yr Sharpe
-0.23
YTD Return
1.4%
3yr Return
5.7%
1yr Return
5.9%
Total Assets
$127M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-0.08
YTD Return
2.0%
3yr Return
12.4%
1yr Return
5.1%
Total Assets
$88M
6M Money Flow
-$5M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.0%
3yr Sharpe
-0.02
YTD Return
2.0%
3yr Return
15.6%
1yr Return
5.1%
Total Assets
$53M
6M Money Flow
-$2M
Derivative Income
Expense Ratio
0.00%
TTM Yield
8.2%
3yr Sharpe
-0.06
YTD Return
-2.7%
3yr Return
12.7%
1yr Return
-1.6%
Total Assets
$201M
6M Money Flow
-$41M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
3.1%
3yr Sharpe
-0.39
YTD Return
2.6%
3yr Return
7.4%
1yr Return
6.1%
Total Assets
$57M
6M Money Flow
-$5M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.31
YTD Return
2.1%
3yr Return
5.1%
1yr Return
5.6%
Total Assets
$202M
6M Money Flow
$516K
Muni National Interm
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
-0.59
YTD Return
-0.2%
3yr Return
3.6%
1yr Return
1.8%
Total Assets
$19M
6M Money Flow
$2M