Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MADAX (Madison Dividend Income Fund Class A) | 8.22% | 14.35% | 10.26% | 4.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MADAX (Madison Dividend Income Fund Class A) | 06/01/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 14.35 | 10.26 | 4.96 | NA | NA | NA | … | … | 8.22 | -2.52 | 7.35 | 1.51 | -5.71 | 22.50 | 18.33 |
| Sharpe Ratio | NA | 1.11 | 0.59 | 0.18 | NA | NA | NA | … | … | 1.48 | -0.30 | 0.36 | -0.17 | -0.40 | 1.82 | 2.00 |
| Standard Deviation(%) | NA | 10.03 | 12.19 | 13.64 | NA | NA | NA | … | … | 10.74 | 18.06 | 10.47 | 12.59 | 17.94 | 12.32 | 16.41 |
| Draw Down(%) | NA | 6.36 | 14.41 | 18.41 | NA | NA | NA | … | … | 6.36 | 13.09 | 7.65 | 12.52 | 18.41 | 5.07 | 7.72 |
| Yield(%) | 0.00 | 11.15 | 9.95 | 8.30 | 5.75 | 3.84 | 2.88 | … | … | 0.00 | 11.72 | 13.06 | 5.53 | 7.90 | 12.44 | 1.28 |
Data as of 06/04/2026, Common starting date is 06/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADAX (Madison Dividend Income Fund Class A) |
0.91%
Dec 2021 – Dec 2024 |
4.96%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MADAX (Madison Dividend Income Fund Class A) |
10.86%
May 2023 – May 2026 |
8.62%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart