Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MERAX (MADISON MID CAP FUND MID CAP FUND CLASS A) | -2.24% | -1.12% | 9.29% | 4.60% | 8.76% | 9.48% | 7.91% | … | … |
Data as of 06/03/2026, Common starting date is 03/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERAX (MADISON MID CAP FUND MID CAP FUND CLASS A) | 03/21/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | -1.12 | 9.29 | 4.60 | 8.76 | 9.48 | 7.91 | … | … | -2.24 | 1.21 | 9.80 | 25.84 | -15.72 | 20.10 | 5.12 | 32.90 | -2.15 | 15.18 | 11.71 | 0.54 | 9.18 | 28.90 | 15.37 | 4.85 | 19.66 | 45.90 | -47.26 | 7.54 | 14.04 | 8.57 | 13.87 | 34.01 | -27.56 | -31.96 | -29.10 |
| Sharpe Ratio | NA | -0.16 | 0.40 | 0.11 | 0.39 | NA | NA | … | … | -0.44 | -0.09 | 0.45 | 1.57 | -0.73 | 1.33 | 0.14 | 2.80 | -0.25 | 1.59 | 0.88 | 0.04 | 0.91 | 2.84 | 1.25 | 0.21 | 1.12 | 1.38 | -1.05 | 0.25 | 0.66 | 0.53 | 0.88 | 1.72 | -1.06 | -1.21 | -1.09 |
| Standard Deviation(%) | NA | 14.74 | 15.75 | 17.55 | 18.33 | NA | NA | … | … | 15.23 | 19.07 | 13.79 | 14.30 | 23.52 | 15.11 | 35.27 | 11.24 | 14.02 | 9.17 | 13.07 | 12.82 | 10.04 | 10.17 | 12.41 | 22.78 | 17.48 | 33.29 | 45.73 | 17.72 | 16.14 | 11.84 | 14.67 | 19.36 | 27.12 | 28.80 | 36.45 |
| Draw Down(%) | NA | 12.02 | 19.78 | 25.30 | 38.26 | NA | NA | … | … | 12.02 | 18.02 | 7.83 | 9.21 | 22.10 | 5.95 | 38.26 | 5.84 | 16.86 | 3.86 | 9.16 | 10.57 | 7.66 | 5.59 | 8.53 | 20.50 | 13.61 | 28.93 | 58.21 | 12.47 | 14.53 | 9.52 | 14.57 | 14.99 | 37.17 | 46.88 | 36.18 |
| Yield(%) | 0.00 | 3.32 | 4.21 | 2.42 | 4.04 | 6.13 | 5.42 | … | … | 0.00 | 3.34 | 6.01 | 1.50 | 0.00 | 0.00 | 0.00 | 5.08 | 7.15 | 4.13 | 4.90 | 5.98 | 18.82 | 8.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERAX (MADISON MID CAP FUND MID CAP FUND CLASS A) |
-24.72%
Apr 2000 – Apr 2003 |
-10.67%
Apr 2000 – Apr 2005 |
-5.33%
Aug 2000 – Aug 2010 |
1.14%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERAX (MADISON MID CAP FUND MID CAP FUND CLASS A) |
31.75%
Feb 2009 – Feb 2012 |
25.69%
Feb 2009 – Feb 2014 |
17.12%
Feb 2009 – Feb 2019 |
15.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart