Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCOCX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS C) | NA | 6.43% | 1.64% | -0.20% | 1.57% | 2.90% | NA | … | … |
Data as of 04/15/2025, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCOCX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE 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 | 6.43 | 1.64 | -0.20 | 1.57 | 2.90 | NA | … | … | 2.04 | 2.83 | 7.14 | -14.47 | -2.42 | 2.95 | 11.51 | -3.67 | 8.85 | 7.28 | -6.62 | 9.61 | 5.60 | 8.98 | 1.93 | 7.74 | 14.12 | -17.30 |
| Sharpe Ratio | NA | -0.19 | -0.44 | -0.43 | -0.03 | NA | NA | … | … | 1.11 | -0.70 | 0.47 | -1.68 | -0.38 | 0.25 | 3.00 | -1.06 | 3.31 | 1.31 | -0.97 | 1.67 | 1.43 | 2.49 | 0.30 | 1.54 | 1.50 | -1.42 |
| Standard Deviation(%) | NA | 4.98 | 6.96 | 7.00 | 6.38 | NA | NA | … | … | 3.97 | 5.35 | 6.17 | 9.50 | 6.40 | 10.73 | 3.36 | 4.73 | 2.50 | 5.40 | 6.87 | 5.75 | 3.89 | 3.62 | 6.41 | 4.97 | 9.33 | 15.00 |
| Draw Down(%) | NA | 4.93 | 11.81 | 23.85 | 23.85 | NA | NA | … | … | 1.22 | 3.86 | 6.33 | 18.16 | 5.05 | 11.99 | 1.39 | 7.26 | 1.04 | 2.87 | 7.96 | 2.75 | 4.25 | 2.74 | 6.21 | 3.59 | 11.12 | 27.79 |
| Yield(%) | 0.00 | 1.90 | 1.38 | 1.15 | 2.41 | 2.89 | 2.20 | … | … | 0.00 | 2.04 | 1.72 | 0.59 | 0.95 | 1.39 | 2.98 | 3.60 | 3.59 | 5.63 | 3.45 | 5.07 | 2.31 | 2.23 | 2.32 | 3.73 | 1.06 | 2.05 |
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 |
|---|---|---|---|---|
| MCOCX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS C) |
-6.59%
Oct 2020 – Oct 2023 |
-1.84%
Sep 2017 – Sep 2022 |
1.01%
Oct 2013 – Oct 2023 |
1.82%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCOCX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS C) |
11.85%
Feb 2009 – Feb 2012 |
9.43%
Feb 2009 – Feb 2014 |
6.38%
Feb 2009 – Feb 2019 |
4.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart