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MSP: Madison Strategic Sector Prem Common (CEF)
Basic Info 26.09 0.22(0.84%) July 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 05/09/2005 |
| Last Dividend Date: | 03/15/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.7 | -3.4 | 127.3 | 30.1 | 18.7 | 13.7 | 9.2 | 8.8 | 135.2 | -2.0 | 0.6 | 20.9 | -0.7 | 7.9 | 17.8 | 14.2 | -9.1 | 14.0 | 56.7 | -36.1 | -17.0 | 10.5 | 6.0 |
| SR | NA | -0.17 | 1.16 | 0.3 | 0.32 | 0.37 | NA | 0.26 | 0.22 | -0.3 | 0.0 | 1.66 | -0.05 | 0.97 | 1.88 | 1.19 | -0.46 | 0.81 | 1.72 | -0.88 | -1.09 | 0.64 | 0.88 |
| DD(%) | NA | 15.9 | 30.2 | 30.2 | 30.2 | 30.2 | NA | 63.5 | 22.2 | 7.2 | 8.3 | 8.4 | 11.8 | 7.7 | 5.0 | 11.1 | 19.4 | 15.0 | 33.6 | 54.4 | 23.6 | 10.5 | 2.4 |
| SD(%) | NA | 33.9 | 109.0 | 96.9 | 56.3 | 36.0 | NA | 31.4 | 209.0 | 12.7 | 10.9 | 12.4 | 12.5 | 8.2 | 9.4 | 11.9 | 19.9 | 17.3 | 32.9 | 41.7 | 18.6 | 11.2 | 8.1 |
| TR | NA | -0.07 | 0.82 | 0.19 | 0.12 | 0.1 | NA | 0.06 | 0.29 | -0.1 | 0.0 | 0.4 | -0.01 | 0.2 | 0.3 | 0.23 | -0.14 | 0.18 | 0.5 | -0.45 | -0.32 | 0.29 | 0.52 |
| Alpha(%) | NA | -0.08 | -0.19 | -0.13 | -0.1 | -0.05 | NA | -0.03 | -0.38 | -0.03 | -0.02 | 0.08 | -0.02 | 0.01 | -0.01 | 0.01 | -0.04 | 0.02 | 0.05 | -0.01 | -0.1 | 0.03 | 0.02 |
| Beta(%) | NA | 0.81 | 1.54 | 1.53 | 1.49 | 1.36 | NA | 1.24 | 1.56 | 0.39 | 0.25 | 0.52 | 0.57 | 0.39 | 0.58 | 0.63 | 0.64 | 0.76 | 1.14 | 0.82 | 0.63 | 0.25 | 0.14 |
| RS | NA | 0.29 | 0.95 | 0.94 | 0.92 | 0.86 | NA | 0.79 | 0.98 | 0.27 | 0.05 | 0.38 | 0.54 | 0.42 | 0.56 | 0.58 | 0.74 | 0.71 | 0.72 | 0.54 | 0.31 | 0.08 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
- EOS (Eaton Vance Enhanced Equity Income II) 0.89% (65%)
- FXBY (Foxby Corp Common) 0.0% (45%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 0.61% (38%)
- MSP (Madison Strategic Sector Prem Common) 0.84% (38%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.12% (31%)
- JCE (Nuveen Core Equity Alpha) 0.12% (19%)
- EOI (Eaton Vance Enhanced Equity Income) 0.21% (18%)
- GAM (General American Investors) 0.50% (17%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.30% (15%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.89% (10%)
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