Madison Investors Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -3.47 | -3.67 | 3.39 | 5.82 | 0.7 | 4.77 | 4.6 | 1.23 | 1.14 | 2.68 | 1.58 | 0 |
| 1981 | -3.56 | 0.67 | 5.47 | 1.89 | -0.14 | 0.34 | 6.01 | -9.62 | -1.18 | 7.11 | 2.72 | 0.2 | 9.1 |
| 1982 | -7.84 | -1.3 | 0.93 | 4.08 | -1.26 | -2.47 | 8.75 | 1.23 | 2.8 | 12.91 | 7.42 | -0.58 | 25.6 |
| 1983 | 1.79 | 4.28 | 3.11 | 3.3 | 2.48 | 1.61 | -0.75 | -2.82 | 1.06 | -0.17 | 2.33 | -1.95 | 14.9 |
| 1984 | -7.14 | -2.98 | -0.69 | 0.32 | -1.95 | 0.96 | 0.65 | 3.88 | -1.49 | -0.76 | -0.13 | 4.15 | -5.5 |
| 1985 | 2.2 | 0.62 | 0.06 | 0.37 | 6.18 | 1.32 | 9.12 | -6.08 | -2.98 | 4.81 | 4.54 | 2.7 | 24.3 |
| 1986 | -7.94 | 6.42 | 3.39 | -1.72 | 4.19 | -0.15 | -2.57 | 5.63 | -4.37 | 3.37 | 1.02 | -18.58 | -13.4 |
| 1987 | 6.63 | 2.57 | 0.42 | -0.42 | -0.3 | 2.51 | 2.35 | 1.63 | -2.91 | -9.94 | -2.94 | 2.51 | 1.2 |
| 1988 | 3.98 | 2.14 | -2.54 | -1.3 | -0.07 | 4.03 | 0.29 | -3.25 | 3.96 | 4.07 | -0.62 | 1.73 | 12.7 |
| 1989 | 6.08 | -0.65 | 2.14 | 1.92 | 2.86 | -0.17 | 3.49 | 2.03 | -0.43 | -2.64 | 0.28 | -5.21 | 9.6 |
| 1990 | -8.2 | 0.2 | -2.73 | -2.88 | 4.2 | 1.85 | -0.48 | -8.72 | -5.47 | -4.48 | 7.11 | 5.91 | -14.2 |
| 1991 | 6.96 | 9.21 | 3.1 | 0.48 | 3.89 | -3.98 | 2.9 | 1.18 | -0.29 | -0.76 | -4.53 | 11.22 | 32.1 |
| 1992 | 0.34 | -0.73 | -0.79 | 0.68 | -0.51 | -2.15 | 5.46 | -3.1 | 0.74 | 3.29 | 6.09 | 1.03 | 10.4 |
| 1993 | -0.77 | -2.13 | 3.66 | -1.79 | 1.87 | 1.53 | -1.89 | 1.13 | -0.87 | 0.87 | -1.43 | -4.91 | -4.9 |
| 1994 | 3.41 | -2.59 | -2.33 | 2.73 | 2.65 | -0.97 | 1.57 | 3.94 | -1.3 | -0.47 | -1.48 | -6.04 | -1.4 |
| 1995 | 2.18 | 1.1 | 2.51 | 1.84 | 1.97 | 2.2 | 1.46 | 0.84 | 3.69 | -0.55 | 4.74 | -3.86 | 19.4 |
| 1996 | 0.88 | 2.98 | -0.5 | 2.11 | 2.7 | 0.05 | -2.24 | 3.98 | 5.77 | 1.48 | 7.32 | -20.78 | 0.6 |
| 1997 | 4.54 | 1 | -4.05 | 6.9 | 5.2 | -1.57 | 9.79 | -3.85 | 7.61 | -2.84 | 3.79 | 13.68 | 46 |
| 1998 | -10.11 | 7.11 | 1.51 | 0.29 | -2.48 | 0.93 | -1.68 | -15.56 | 8.89 | 7.1 | 5.93 | 8.56 | 7.4 |
| 1999 | 2.56 | -2.33 | 2.84 | 3.92 | -1.23 | 4.13 | -2.43 | -2.65 | -0.91 | 3.82 | -2.38 | 0.04 | 5.1 |
| 2000 | -5.12 | -4.55 | 10.68 | -1.32 | 0.62 | 0 | -0.71 | 3.21 | 1.07 | 5.06 | -2.41 | 5.01 | 11 |
| 2001 | 4.99 | -4.04 | -3.68 | 2.57 | 3.26 | -4.61 | 0.76 | -2.78 | -8.05 | 2.03 | 7.36 | 0.81 | -2.5 |
| 2002 | -0.16 | 0.32 | 2.31 | -3.46 | 0.49 | -7.14 | -6.58 | 0.93 | -11.67 | 9.01 | 6.6 | -7.05 | -16.9 |
| 2003 | -1.73 | -2.96 | 0.61 | 9.83 | 4.57 | -0.06 | 2.42 | 1.27 | -1.94 | 4.3 | 1.28 | 3.54 | 22.5 |
| 2004 | 2.39 | 2.13 | -1.78 | -0.67 | 0.78 | 1.14 | -3.02 | 0.9 | 0.78 | 2.08 | 2.8 | 3.6 | 11.5 |
| 2005 | -2.16 | 0 | -1.42 | -3.09 | 3.08 | 0.45 | 2.43 | -1.45 | -0.74 | -0.54 | 2.39 | -1.61 | -2.8 |
| 2006 | 3.14 | -0.31 | 1.5 | 0.41 | -1.37 | -0.41 | -0.31 | 4.04 | 3.88 | 2.54 | 0.61 | 1.84 | 16.5 |
| 2007 | 0.44 | -2.95 | -0.35 | 3.65 | 2.37 | -1.46 | -3.64 | 1.49 | 2.59 | 1.48 | -2.07 | -1.64 | -0.4 |
| 2008 | -4.5 | -2.27 | 0.17 | 2.61 | 1.58 | -9.52 | 2.64 | 3.48 | -6.6 | -18.85 | -7.79 | 1.8 | -33.4 |
| 2009 | -9.9 | -8.24 | 9.52 | 12.6 | 5.55 | 1.73 | 7.03 | 2.94 | 4.18 | -0.21 | 3.95 | 2.61 | 33.7 |
| 2010 | -2.12 | 1.69 | 4.53 | 0.96 | -9.29 | -4.18 | 5.74 | -4.26 | 9.55 | 3.34 | -0.13 | 5.67 | 10.4 |
| 2011 | 1.87 | 1.96 | -1.11 | 2.82 | -1.09 | -1.74 | -0.65 | -5.33 | -7.01 | 9.96 | 0.55 | 0.73 | -0 |
| 2012 | 3.41 | 3.42 | 2.68 | -0.83 | -5.38 | 3.37 | 1.14 | 2.43 | 2.15 | -0.7 | 1.63 | 0.24 | 14.1 |
| 2013 | 6.68 | 0.61 | 3.21 | 1.9 | 1.24 | -0.9 | 2.66 | -2.36 | 3.56 | 3.59 | 3.11 | 2.8 | 29.1 |
| 2014 | -2.98 | 4.63 | 1.28 | -0.84 | 2.33 | 1.82 | -1.46 | 3.72 | -2.99 | 2.87 | 2.31 | 0.55 | 11.5 |
| 2015 | -3.58 | 4.91 | 0.24 | -1.18 | 0.52 | -1.19 | 2.74 | -4.25 | -2.24 | 6.64 | 1.03 | -2.65 | 0.4 |
| 2016 | -1.77 | 0.17 | 6.92 | 0.47 | 2.2 | 0.36 | 3.83 | -0.64 | -0.49 | -2.39 | 3.11 | 0.83 | 13 |
| 2017 | 2.33 | 4.01 | -0.05 | 1.33 | 1.6 | 1.11 | 1.1 | 0.5 | 2.3 | 2.46 | 3.13 | 0.74 | 22.5 |
| 2018 | 5.21 | -4.41 | -1.87 | -0.22 | 1.51 | 1.01 | 4.16 | 1.87 | 0.86 | -3.12 | 2.55 | -6.25 | 0.6 |
| 2019 | 6.27 | 3.93 | 2.84 | 4.74 | -5.62 | 6.79 | 1 | -1.08 | 2.62 | 1.23 | 3.32 | -4.26 | 23.1 |
| 2020 | 4.39 | 6.68 | 0.55 | 6.11 | 10.14 | -14.12 | -7.15 | -0.34 | -10.27 | -1.45 | 9.44 | 3.42 | 4.1 |
| 2021 | -3.47 | -5.31 | 6.16 | 14.06 | 0.52 | 0.48 | 2.77 | 2.59 | -5.08 | 4.88 | -1.04 | -2 | 13.8 |
| 2022 | -4.66 | -2.63 | 1.74 | -6.79 | 2.48 | -7.63 | 8.43 | -4.84 | -8.38 | 7.87 | 7.08 | -10.55 | -18.6 |
| 2023 | 7.17 | -1.97 | 1.34 | 2.07 | -1.58 | 7.98 | 4.31 | -1.06 | -4.32 | -2.12 | 8.4 | -3.67 | 16.6 |
| 2024 | 0.57 | 15.5 |