Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASMX (Madison Small Cap Fund Class A) | 6.76% | 6.68% | 9.75% | 1.00% | 7.20% | 7.81% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASMX (Madison Small Cap Fund Class A) | 01/03/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 6.68 | 9.75 | 1.00 | 7.20 | 7.81 | NA | … | … | 6.76 | -5.33 | 21.44 | 15.97 | -24.67 | 20.13 | 22.91 | 24.54 | -11.91 | 3.31 | 21.91 | -1.52 | 6.06 | 31.79 | 10.17 | -3.08 | 25.39 | 28.92 | -26.90 | -4.75 |
| Sharpe Ratio | NA | 0.29 | 0.38 | -0.08 | 0.27 | NA | NA | … | … | 0.83 | -0.37 | 1.04 | 0.77 | -0.98 | 1.09 | 0.61 | 1.51 | -0.84 | 0.21 | 1.26 | -0.10 | 0.44 | 2.41 | 0.63 | -0.10 | 1.13 | 0.84 | -0.66 | -0.42 |
| Standard Deviation(%) | NA | 17.92 | 19.07 | 20.42 | 21.02 | NA | NA | … | … | 18.67 | 22.65 | 17.13 | 16.12 | 26.71 | 18.47 | 36.82 | 15.26 | 15.93 | 12.74 | 17.17 | 15.44 | 13.86 | 13.20 | 16.25 | 31.25 | 22.31 | 34.49 | 42.30 | 19.00 |
| Draw Down(%) | NA | 11.21 | 25.19 | 32.51 | 40.03 | NA | NA | … | … | 10.55 | 23.26 | 8.79 | 15.48 | 29.45 | 10.51 | 40.03 | 9.02 | 24.50 | 10.40 | 10.74 | 13.88 | 9.99 | 6.33 | 11.19 | 25.48 | 18.60 | 34.56 | 46.45 | 15.48 |
| Yield(%) | 0.00 | 9.37 | 7.59 | 7.75 | 9.03 | 9.30 | 7.96 | … | … | 0.00 | 8.72 | 10.94 | 0.35 | 3.97 | 27.17 | 7.68 | 9.07 | 25.09 | 7.68 | 3.76 | 3.69 | 5.64 | 5.05 | 0.81 | 0.00 | 0.53 | 0.10 | 0.16 | 0.50 |
Data as of 06/03/2026, Common starting date is 01/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASMX (Madison Small Cap Fund Class A) |
-6.47%
Mar 2017 – Mar 2020 |
-1.43%
Mar 2015 – Mar 2020 |
5.10%
Mar 2010 – Mar 2020 |
5.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASMX (Madison Small Cap Fund Class A) |
30.10%
Feb 2009 – Feb 2012 |
24.41%
Feb 2009 – Feb 2014 |
14.74%
Feb 2009 – Feb 2019 |
12.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart