Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMDAX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS A) | 8.27% | 17.05% | 10.99% | 3.22% | 4.91% | 5.32% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMDAX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS A) | 07/12/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 17.05 | 10.99 | 3.22 | 4.91 | 5.32 | NA | … | … | 8.27 | 11.12 | 6.97 | 10.32 | -14.49 | 0.78 | 1.46 | 16.01 | -4.80 | 14.29 | 6.51 | -1.23 | 5.12 | 13.77 | 12.61 | 1.72 | 9.78 | 20.49 | -30.71 | 5.36 | 10.53 |
| Sharpe Ratio | NA | 1.72 | 0.92 | 0.06 | 0.33 | NA | NA | … | … | 1.70 | 0.81 | 0.49 | 0.93 | -1.21 | 0.08 | 0.07 | 2.60 | -0.76 | 3.54 | 0.84 | -0.15 | 0.78 | 2.19 | 1.87 | 0.14 | 1.01 | 1.31 | -1.28 | 0.21 | 3.05 |
| Standard Deviation(%) | NA | 8.51 | 8.69 | 9.78 | 9.77 | NA | NA | … | … | 10.70 | 10.19 | 6.77 | 7.19 | 13.17 | 9.16 | 17.54 | 5.58 | 8.22 | 3.87 | 7.48 | 8.56 | 6.53 | 6.27 | 6.76 | 12.06 | 9.60 | 15.61 | 24.62 | 10.79 | 6.59 |
| Draw Down(%) | NA | 7.05 | 10.02 | 23.66 | 24.22 | NA | NA | … | … | 7.05 | 9.85 | 3.48 | 7.05 | 19.09 | 5.65 | 18.10 | 2.72 | 11.09 | 1.14 | 4.86 | 8.15 | 4.78 | 4.63 | 5.03 | 10.72 | 8.02 | 16.88 | 40.23 | 6.88 | 1.82 |
| Yield(%) | 0.00 | 6.24 | 4.36 | 2.86 | 3.92 | 4.37 | 3.76 | … | … | 0.00 | 6.42 | 3.84 | 2.33 | 1.18 | 2.47 | 1.10 | 4.42 | 7.87 | 5.56 | 4.49 | 6.46 | 7.10 | 1.41 | 2.64 | 2.33 | 2.73 | 2.02 | 1.38 | 2.32 | 1.25 |
Data as of 06/03/2026, Common starting date is 07/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMDAX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS A) |
-6.54%
Jun 2007 – Jun 2010 |
-1.17%
May 2007 – May 2012 |
2.48%
Oct 2013 – Oct 2023 |
2.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMDAX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS A) |
16.52%
Feb 2009 – Feb 2012 |
14.03%
Feb 2009 – Feb 2014 |
9.42%
Feb 2009 – Feb 2019 |
6.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart