Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDMIX (Madison Dividend Income Fund Class I) | NA | 1.50% | 3.76% | 3.51% | 4.16% | 4.61% | NA | … | … |
Data as of 07/15/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDMIX (Madison Dividend Income Fund Class I) | 06/20/1996 | 07/15/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 1.50 | 3.76 | 3.51 | 4.16 | 4.61 | NA | … | … | 4.22 | 0.48 | 15.31 | -7.47 | 2.08 | 4.52 | 3.73 | 3.53 | 4.49 | 9.79 | 4.65 | 12.18 | -5.55 | 5.57 | 8.54 | 6.40 |
| Sharpe Ratio | NA | 0.31 | 0.58 | 0.43 | 0.63 | NA | NA | … | … | 2.02 | 0.10 | 3.37 | -0.88 | -0.31 | 0.48 | 0.61 | 0.72 | 0.97 | 2.59 | 0.81 | 2.83 | -2.73 | 0.67 | -13.63 | 2.22 |
| Standard Deviation(%) | NA | 4.70 | 6.26 | 5.46 | 4.51 | NA | NA | … | … | 3.95 | 3.94 | 4.52 | 9.54 | 3.10 | 2.53 | 2.54 | 3.61 | 3.90 | 3.35 | 2.90 | 2.88 | 3.22 | 3.33 | 3.41 | 4.00 |
| Draw Down(%) | NA | 9.60 | 15.37 | 16.70 | 16.70 | NA | NA | … | … | 4.03 | 7.60 | 3.35 | 16.70 | 2.95 | 1.44 | 2.06 | 5.44 | 5.54 | 3.82 | 3.82 | 3.68 | 7.85 | 2.57 | 2.93 | 1.98 |
| Yield(%) | 0.00 | 3.70 | 4.10 | 4.19 | 4.46 | 4.85 | 3.68 | … | … | 1.53 | 4.20 | 4.87 | 4.28 | 4.19 | 4.65 | 4.53 | 3.82 | 4.87 | 5.22 | 5.08 | 5.17 | 6.00 | 7.18 | 5.42 | 3.24 |
Data as of 07/15/2011, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDMIX (Madison Dividend Income Fund Class I) |
-0.72%
Nov 2005 – Nov 2008 |
0.88%
Nov 2003 – Nov 2008 |
2.88%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDMIX (Madison Dividend Income Fund Class I) |
9.79%
May 2000 – May 2003 |
7.29%
Jan 2000 – Jan 2005 |
5.26%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart