Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMDCX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS C) | NA | 7.74% | 2.82% | 1.68% | 2.35% | 4.00% | NA | … | … |
Data as of 04/15/2025, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMDCX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS C) | 03/05/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.74 | 2.82 | 1.68 | 2.35 | 4.00 | NA | … | … | 2.81 | 3.09 | 9.43 | -15.05 | -0.07 | 0.61 | 15.11 | -5.41 | 13.40 | 5.64 | -8.51 | 12.61 | 12.82 | 11.05 | 0.96 | 8.94 | 19.55 | -27.49 |
| Sharpe Ratio | NA | -0.25 | -0.28 | -0.15 | 0.04 | NA | NA | … | … | 1.46 | -0.46 | 0.72 | -1.25 | -0.01 | 0.02 | 2.45 | -0.82 | 3.27 | 0.73 | -0.78 | 1.45 | 2.09 | 1.69 | 0.08 | 0.91 | 1.25 | -1.25 |
| Standard Deviation(%) | NA | 7.19 | 9.26 | 9.85 | 9.56 | NA | NA | … | … | 4.96 | 7.52 | 7.21 | 13.18 | 9.20 | 17.59 | 5.60 | 8.27 | 3.92 | 7.47 | 10.99 | 8.71 | 6.12 | 6.56 | 12.07 | 9.75 | 15.52 | 26.40 |
| Draw Down(%) | NA | 7.22 | 14.50 | 25.35 | 25.35 | NA | NA | … | … | 1.59 | 6.16 | 7.21 | 19.54 | 5.86 | 18.15 | 2.83 | 11.72 | 1.11 | 4.98 | 11.54 | 4.88 | 4.65 | 5.14 | 10.94 | 8.03 | 16.88 | 40.43 |
| Yield(%) | 0.00 | 3.08 | 1.69 | 1.35 | 2.98 | 3.45 | 2.39 | … | … | 0.00 | 3.14 | 1.50 | 0.62 | 1.68 | 0.00 | 3.56 | 7.32 | 4.73 | 3.70 | 5.97 | 6.55 | 0.56 | 1.83 | 1.57 | 1.91 | 1.11 | 0.91 |
Data as of 04/15/2025, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMDCX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS C) |
-5.88%
Sep 2019 – Sep 2022 |
-1.82%
Sep 2017 – Sep 2022 |
1.70%
Oct 2013 – Oct 2023 |
1.98%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMDCX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS C) |
15.61%
Feb 2009 – Feb 2012 |
13.17%
Feb 2009 – Feb 2014 |
8.60%
Feb 2009 – Feb 2019 |
5.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart