Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENAX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS A) | 3.70% | 11.32% | 6.00% | 5.05% | 6.83% | 6.78% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MENAX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS A) | 11/10/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 11.32 | 6.00 | 5.05 | 6.83 | 6.78 | NA | … | … | 3.70 | -0.88 | -0.90 | 10.28 | 4.77 | 15.99 | 10.26 | 15.39 | -6.14 | 7.17 | 4.10 | -1.16 | 5.99 | 11.17 | 11.21 | 7.70 | 8.89 | 0.50 |
| Sharpe Ratio | NA | 1.17 | 0.31 | 0.24 | 0.38 | NA | NA | … | … | 0.78 | -0.25 | -0.93 | 0.75 | 0.22 | 1.61 | 0.35 | 1.55 | -0.61 | 1.28 | 0.40 | -0.13 | 0.99 | 1.77 | 1.06 | 0.40 | 0.63 | 0.78 |
| Standard Deviation(%) | NA | 9.16 | 10.72 | 11.47 | 13.57 | NA | NA | … | … | 10.17 | 15.44 | 8.02 | 8.07 | 15.36 | 9.94 | 28.90 | 9.01 | 12.18 | 5.13 | 9.68 | 9.47 | 6.02 | 6.30 | 10.64 | 19.06 | 13.92 | 4.62 |
| Draw Down(%) | NA | 4.09 | 16.31 | 16.31 | 28.48 | NA | NA | … | … | 4.09 | 14.27 | 7.33 | 6.53 | 11.38 | 5.40 | 28.48 | 6.88 | 15.95 | 2.54 | 6.31 | 10.12 | 4.07 | 3.76 | 9.63 | 14.62 | 11.83 | 1.29 |
| Yield(%) | 0.00 | 7.36 | 7.43 | 6.46 | 6.49 | 6.66 | 5.71 | … | … | 0.00 | 8.73 | 7.76 | 8.18 | 6.98 | 5.04 | 4.76 | 7.70 | 8.48 | 7.64 | 3.17 | 6.91 | 8.85 | 9.42 | 9.24 | 12.08 | 7.98 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/10/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENAX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS A) |
-3.35%
Mar 2017 – Mar 2020 |
-1.14%
Mar 2015 – Mar 2020 |
3.55%
Mar 2010 – Mar 2020 |
6.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENAX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS A) |
20.98%
Mar 2020 – Mar 2023 |
13.22%
Mar 2020 – Mar 2025 |
8.70%
Sep 2011 – Sep 2021 |
7.89%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart