Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCIX (Madison Small Cap Fund;I) | NA | -8.16% | -3.23% | 0.17% | 1.92% | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCIX (Madison Small Cap Fund;I) | 08/03/2012 | 04/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | -8.16 | -3.23 | 0.17 | 1.92 | NA | NA | … | … | 2.85 | -28.33 | 24.25 | -7.14 | 7.34 | 5.47 | 0.34 | 6.55 | 5.29 | 2.84 |
| Sharpe Ratio | NA | -0.43 | 0.04 | -0.04 | 0.09 | NA | NA | … | … | 0.32 | -1.09 | 0.25 | -1.04 | 2.85 | 1.17 | 0.07 | 2.17 | 1.17 | 1.47 |
| Standard Deviation(%) | NA | 25.43 | 25.36 | 23.46 | 14.05 | NA | NA | … | … | 18.07 | 27.37 | 27.58 | 10.35 | 2.36 | 4.47 | 4.38 | 3.00 | 4.48 | 4.86 |
| Draw Down(%) | NA | 22.05 | 32.18 | 32.18 | 32.18 | NA | NA | … | … | 11.88 | 30.06 | 7.28 | 8.37 | 1.36 | 3.63 | 4.38 | 2.16 | 5.74 | 1.86 |
| Yield(%) | 0.00 | 4.40 | 9.25 | 7.88 | 5.86 | 4.25 | 3.19 | … | … | 0.00 | 3.92 | 24.38 | 0.75 | 3.30 | 3.51 | 4.75 | 5.66 | 3.42 | 2.46 |
Data as of 04/06/2023, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCIX (Madison Small Cap Fund;I) |
-3.52%
Sep 2019 – Sep 2022 |
-0.82%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCIX (Madison Small Cap Fund;I) |
11.17%
Jun 2018 – Jun 2021 |
7.71%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart