Madison Funds

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 12 distinct funds
Download top 1000 CSV
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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
2.5%
3yr Sharpe
-0.27
YTD Return
-5.0%
3yr Return
-0.5%
1yr Return
-1.5%
Total Assets
$84M
6M Money Flow
-$5M
Large Blend
Expense Ratio
0.91%
TTM Yield
0.7%
3yr Sharpe
0.40
YTD Return
-9.7%
3yr Return
21.1%
1yr Return
-2.0%
Total Assets
$378M
6M Money Flow
-$10M
Short-Term Bond
Expense Ratio
0.50%
TTM Yield
3.0%
3yr Sharpe
-0.61
YTD Return
3.0%
3yr Return
7.3%
1yr Return
6.1%
Total Assets
$58M
6M Money Flow
-$3M
Derivative Income
Expense Ratio
0.99%
TTM Yield
9.0%
3yr Sharpe
-0.05
YTD Return
-11.2%
3yr Return
0.5%
1yr Return
-10.2%
Total Assets
$181M
6M Money Flow
-$47M
Mid-Cap Blend
Expense Ratio
0.81%
TTM Yield
1.0%
3yr Sharpe
0.24
YTD Return
-11.7%
3yr Return
16.0%
1yr Return
-8.8%
Total Assets
$2B
6M Money Flow
$352M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.8%
3yr Sharpe
-0.41
YTD Return
-1.4%
3yr Return
0.7%
1yr Return
1.8%
Total Assets
$39M
6M Money Flow
-$4M
Intermediate Core Bond
Expense Ratio
0.42%
TTM Yield
4.0%
3yr Sharpe
-0.50
YTD Return
3.9%
3yr Return
4.1%
1yr Return
6.7%
Total Assets
$203M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.5%
3yr Sharpe
-0.34
YTD Return
-2.1%
3yr Return
-0.7%
1yr Return
1.5%
Total Assets
$125M
6M Money Flow
-$10M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
2.2%
3yr Sharpe
-0.18
YTD Return
-7.8%
3yr Return
-1.8%
1yr Return
-4.0%
Total Assets
$47M
6M Money Flow
-$3M
Muni National Interm
Expense Ratio
0.76%
TTM Yield
2.5%
3yr Sharpe
-0.68
YTD Return
1.1%
3yr Return
4.2%
1yr Return
2.5%
Total Assets
$19M
6M Money Flow
$2M
Small Blend
Expense Ratio
1.10%
TTM Yield
0.1%
3yr Sharpe
-0.14
YTD Return
-17.2%
3yr Return
-5.1%
1yr Return
-6.5%
Total Assets
$152M
6M Money Flow
-$12M
Large Value
Expense Ratio
0.91%
TTM Yield
2.3%
3yr Sharpe
-0.15
YTD Return
-5.6%
3yr Return
-2.6%
1yr Return
0.4%
Total Assets
$114M
6M Money Flow
-$30M