Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDCIX (Madison Mid Cap Fund Class I) | -1.30% | 0.20% | 10.11% | 6.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDCIX (Madison Mid Cap Fund Class I) | 09/01/2020 | 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 (%) | 0.51 | 0.20 | 10.11 | 6.56 | NA | NA | NA | … | … | -1.30 | 1.65 | 10.40 | 26.57 | -13.47 | 26.41 | 12.61 |
| Sharpe Ratio | NA | -0.14 | 0.43 | 0.23 | NA | NA | NA | … | … | -0.42 | -0.06 | 0.49 | 1.61 | -0.64 | 1.83 | 2.53 |
| Standard Deviation(%) | NA | 14.65 | 15.73 | 17.41 | NA | NA | NA | … | … | 15.09 | 19.07 | 13.80 | 14.34 | 23.44 | 14.38 | 16.89 |
| Draw Down(%) | NA | 11.97 | 19.62 | 21.88 | NA | NA | NA | … | … | 11.97 | 17.91 | 7.84 | 9.11 | 21.88 | 5.95 | 6.73 |
| Yield(%) | 0.00 | 3.41 | 4.37 | 3.86 | 2.72 | 1.81 | 1.36 | … | … | 0.00 | 3.43 | 6.17 | 1.66 | 1.67 | 5.49 | 3.78 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCIX (Madison Mid Cap Fund Class I) |
6.53%
Dec 2021 – Dec 2024 |
6.48%
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 |
|---|---|---|---|---|
| MDCIX (Madison Mid Cap Fund Class I) |
16.33%
Sep 2022 – Sep 2025 |
12.38%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart