Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMDRX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS B) | NA | -5.57% | 0.55% | 2.00% | 4.32% | 3.22% | NA | … | … |
Data as of 02/23/2023, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMDRX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS B) | 07/12/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.57 | 0.55 | 2.00 | 4.32 | 3.22 | NA | … | … | 3.77 | -15.77 | -1.56 | 0.52 | 15.14 | -5.43 | 13.42 | 5.65 | -8.48 | 12.22 | 12.83 | 11.06 | 0.85 | 8.94 | 19.71 | -31.28 | 4.66 | 10.12 |
| Sharpe Ratio | NA | -0.59 | -0.05 | 0.09 | 0.37 | NA | NA | … | … | 3.49 | -1.31 | -0.15 | 0.02 | 2.46 | -0.82 | 3.31 | 0.72 | -0.78 | 1.43 | 2.09 | 1.68 | 0.07 | 0.92 | 1.25 | -1.30 | 0.15 | 2.88 |
| Standard Deviation(%) | NA | 12.98 | 13.96 | 11.58 | 9.94 | NA | NA | … | … | 7.06 | 13.13 | 10.31 | 17.56 | 5.59 | 8.27 | 3.88 | 7.53 | 10.93 | 8.52 | 6.11 | 6.60 | 12.06 | 9.59 | 15.66 | 24.69 | 10.80 | 6.67 |
| Draw Down(%) | NA | 16.77 | 25.29 | 25.29 | 25.29 | NA | NA | … | … | 1.49 | 19.56 | 7.35 | 18.17 | 2.83 | 11.73 | 1.12 | 4.98 | 11.55 | 4.80 | 4.74 | 5.24 | 10.95 | 8.04 | 16.90 | 40.52 | 6.91 | 1.92 |
| Yield(%) | 0.00 | 0.66 | 5.48 | 5.27 | 5.27 | 3.87 | 3.26 | … | … | 0.00 | 0.62 | 7.59 | 8.19 | 3.56 | 7.32 | 4.73 | 3.70 | 5.97 | 6.56 | 0.56 | 1.83 | 1.57 | 1.92 | 1.11 | 0.87 | 1.52 | 0.84 |
Data as of 02/23/2023, 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 |
|---|---|---|---|---|
| MMDRX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS B) |
-7.23%
Jun 2007 – Jun 2010 |
-1.92%
May 2007 – May 2012 |
2.49%
Nov 2006 – Nov 2016 |
2.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMDRX (MADISON MODERATE ALLOCATION FUND MODERATE ALLOCATION FUND CLASS B) |
15.66%
Feb 2009 – Feb 2012 |
13.20%
Feb 2009 – Feb 2014 |
8.57%
Feb 2009 – Feb 2019 |
4.55%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart