Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MERBX (MADISON MID CAP FUND MID CAP FUND CLASS B) | NA | 9.57% | 7.66% | 10.24% | 9.76% | 7.63% | 9.27% | … | … |
Data as of 02/23/2023, Common starting date is 07/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERBX (MADISON MID CAP FUND MID CAP FUND CLASS B) | 07/31/2000 | 02/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 9.57 | 7.66 | 10.24 | 9.76 | 7.63 | 9.27 | … | … | 8.06 | -16.94 | 17.55 | 8.17 | 31.82 | -2.96 | 14.00 | 11.00 | -0.20 | 8.35 | 18.23 | 14.71 | 4.08 | 18.55 | 45.03 | -47.71 | 6.63 | 13.39 | 7.50 | 12.17 | 32.94 | -28.12 | -32.43 | -14.22 |
| Sharpe Ratio | NA | 0.33 | 0.24 | 0.43 | 0.52 | NA | NA | … | … | 5.21 | -0.78 | 1.13 | 0.23 | 2.68 | -0.31 | 1.37 | 0.82 | -0.02 | 0.83 | 1.41 | 1.18 | 0.18 | 1.07 | 1.35 | -1.06 | 0.20 | 0.62 | 0.46 | 0.77 | 1.68 | -1.08 | -1.22 | -1.05 |
| Standard Deviation(%) | NA | 22.86 | 25.78 | 21.46 | 17.37 | NA | NA | … | … | 12.91 | 23.64 | 15.49 | 35.01 | 11.34 | 13.85 | 9.81 | 13.15 | 12.80 | 10.03 | 12.92 | 12.47 | 22.88 | 17.33 | 33.24 | 45.57 | 17.71 | 16.24 | 11.68 | 14.52 | 19.14 | 27.05 | 28.83 | 33.03 |
| Draw Down(%) | NA | 17.16 | 37.90 | 38.31 | 38.31 | NA | NA | … | … | 2.73 | 22.39 | 5.97 | 38.31 | 5.92 | 17.00 | 4.54 | 9.17 | 10.84 | 7.81 | 7.53 | 8.63 | 20.79 | 13.79 | 28.80 | 58.56 | 12.76 | 14.57 | 9.66 | 14.63 | 15.04 | 37.42 | 47.14 | 28.12 |
| Yield(%) | 0.00 | 2.71 | 4.93 | 6.17 | 7.35 | 5.82 | 8.53 | … | … | 0.00 | 2.37 | 7.36 | 4.85 | 6.34 | 8.68 | 4.94 | 5.77 | 6.92 | 21.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/23/2023, Common starting date is 07/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERBX (MADISON MID CAP FUND MID CAP FUND CLASS B) |
-23.64%
Aug 2000 – Aug 2003 |
-11.01%
Aug 2000 – Aug 2005 |
-6.13%
Aug 2000 – Aug 2010 |
-0.20%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERBX (MADISON MID CAP FUND MID CAP FUND CLASS B) |
30.77%
Feb 2009 – Feb 2012 |
22.81%
Feb 2009 – Feb 2014 |
15.31%
Feb 2009 – Feb 2019 |
8.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart