Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAACX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS C) | NA | 8.97% | 3.64% | 3.49% | 3.28% | 5.05% | NA | … | … |
Data as of 04/15/2025, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAACX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS C) | 03/05/2008 | 04/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.97 | 3.64 | 3.49 | 3.28 | 5.05 | NA | … | … | 3.57 | 8.13 | 11.35 | -16.05 | 1.36 | 0.52 | 18.33 | -7.29 | 17.18 | 7.09 | -2.13 | 6.48 | 19.18 | 11.43 | -0.64 | 9.73 | 26.72 | -37.22 |
| Sharpe Ratio | NA | 0.70 | 0.04 | 0.13 | 0.16 | NA | NA | … | … | 1.72 | 0.53 | 0.90 | -1.03 | 0.11 | 0.01 | 2.16 | -0.78 | 3.08 | 0.67 | -0.19 | 0.75 | 2.31 | 1.22 | -0.04 | 0.66 | 1.15 | -1.07 |
| Standard Deviation(%) | NA | 8.03 | 11.36 | 12.14 | 12.34 | NA | NA | … | … | 5.82 | 8.47 | 8.63 | 16.96 | 11.98 | 22.46 | 7.82 | 11.22 | 5.39 | 10.26 | 11.67 | 8.64 | 8.30 | 9.44 | 17.41 | 14.55 | 23.13 | 40.71 |
| Draw Down(%) | NA | 5.01 | 17.17 | 26.94 | 26.94 | NA | NA | … | … | 1.82 | 4.90 | 8.07 | 21.59 | 6.98 | 23.34 | 4.31 | 15.48 | 1.51 | 7.28 | 10.80 | 6.51 | 5.46 | 7.83 | 15.29 | 11.95 | 22.99 | 51.94 |
| Yield(%) | 0.00 | 3.86 | 1.85 | 1.63 | 3.63 | 4.26 | 2.69 | … | … | 0.00 | 3.99 | 1.28 | 0.50 | 2.12 | 0.00 | 5.39 | 8.64 | 5.79 | 3.48 | 8.57 | 9.04 | 0.00 | 1.47 | 0.76 | 0.54 | 0.42 | 0.00 |
Data as of 04/15/2025, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAACX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS C) |
-5.95%
Sep 2019 – Sep 2022 |
-1.75%
Sep 2017 – Sep 2022 |
2.55%
Oct 2013 – Oct 2023 |
2.06%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAACX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS C) |
19.60%
Feb 2009 – Feb 2012 |
16.75%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
7.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart