Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCNAX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS A) | 4.39% | 11.34% | 7.72% | 1.49% | 3.18% | 3.63% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCNAX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS A) | 07/12/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 11.34 | 7.72 | 1.49 | 3.18 | 3.63 | NA | … | … | 4.39 | 9.30 | 4.56 | 7.96 | -13.80 | -1.82 | 3.62 | 12.44 | -2.98 | 9.67 | 4.77 | -6.17 | 10.54 | 5.78 | 10.68 | 2.65 | 8.04 | 14.23 | -18.34 | 3.52 | 7.15 |
| Sharpe Ratio | NA | 1.52 | 0.77 | -0.15 | 0.24 | NA | NA | … | … | 1.12 | 1.02 | 0.18 | 0.70 | -1.63 | -0.29 | 0.31 | 3.27 | -0.94 | 3.51 | 1.02 | -0.88 | 1.76 | 1.40 | 2.75 | 0.41 | 1.61 | 1.51 | -1.38 | 0.07 | 3.55 |
| Standard Deviation(%) | NA | 5.88 | 6.16 | 7.03 | 6.53 | NA | NA | … | … | 7.45 | 6.31 | 5.21 | 6.22 | 9.38 | 6.45 | 10.86 | 3.35 | 4.67 | 2.58 | 4.46 | 7.07 | 5.99 | 4.09 | 3.89 | 6.35 | 4.93 | 9.33 | 13.97 | 5.30 | 3.44 |
| Draw Down(%) | NA | 5.10 | 6.06 | 21.72 | 22.95 | NA | NA | … | … | 5.10 | 5.60 | 3.03 | 6.06 | 17.65 | 4.95 | 11.99 | 1.41 | 6.61 | 1.01 | 2.70 | 7.73 | 2.67 | 4.17 | 2.74 | 6.12 | 3.79 | 11.02 | 27.49 | 3.38 | 0.80 |
| Yield(%) | 0.00 | 2.44 | 2.55 | 1.93 | 2.86 | 3.31 | 3.15 | … | … | 0.00 | 2.80 | 2.88 | 2.54 | 1.26 | 1.72 | 2.02 | 4.06 | 4.82 | 4.44 | 3.49 | 4.26 | 6.03 | 2.95 | 3.58 | 3.03 | 3.91 | 1.27 | 2.62 | 2.85 | 1.24 |
Data as of 06/03/2026, Common starting date is 07/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNAX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS A) |
-5.93%
Oct 2020 – Oct 2023 |
-1.15%
Sep 2017 – Sep 2022 |
1.44%
Oct 2013 – Oct 2023 |
1.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNAX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS A) |
12.24%
Feb 2009 – Feb 2012 |
10.00%
Feb 2009 – Feb 2014 |
6.74%
Feb 2009 – Feb 2019 |
4.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart