Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENCX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS C) | NA | 1.28% | 3.52% | 12.14% | 5.66% | NA | NA | … | … |
Data as of 04/15/2025, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MENCX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS C) | 08/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.28 | 3.52 | 12.14 | 5.66 | NA | NA | … | … | -0.78 | 1.80 | 9.40 | 4.10 | 17.57 | 11.46 | 14.76 | -6.99 | 6.44 | 5.60 | -1.88 | 5.23 | 10.45 | 6.31 |
| Sharpe Ratio | NA | -0.31 | 0.03 | 0.89 | 0.33 | NA | NA | … | … | -1.19 | -0.25 | 0.71 | 0.18 | 1.80 | 0.39 | 1.48 | -0.69 | 1.13 | 0.58 | -0.20 | 0.87 | 1.66 | 0.90 |
| Standard Deviation(%) | NA | 6.72 | 10.24 | 11.46 | 13.08 | NA | NA | … | … | 4.83 | 7.25 | 8.14 | 15.30 | 9.76 | 28.84 | 9.00 | 12.24 | 5.15 | 9.35 | 9.60 | 5.98 | 6.28 | 17.88 |
| Draw Down(%) | NA | 5.19 | 10.77 | 11.56 | 28.61 | NA | NA | … | … | 2.68 | 5.04 | 6.65 | 11.56 | 5.48 | 28.61 | 6.94 | 16.23 | 2.54 | 6.38 | 10.37 | 4.14 | 3.78 | 9.34 |
| Yield(%) | 0.00 | 7.04 | 7.43 | 9.87 | 6.56 | 6.01 | 4.51 | … | … | 0.00 | 8.57 | 8.91 | 7.48 | 7.84 | 7.15 | 7.99 | 8.74 | 7.88 | 5.66 | 7.01 | 8.95 | 9.43 | 5.23 |
Data as of 04/15/2025, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENCX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS C) |
-4.11%
Mar 2017 – Mar 2020 |
-1.44%
Mar 2015 – Mar 2020 |
5.56%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENCX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS C) |
21.77%
Mar 2020 – Mar 2023 |
13.65%
Mar 2020 – Mar 2025 |
7.24%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart