Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS Y) | NA | -13.69% | 2.60% | 4.38% | 9.86% | NA | NA | … | … |
Data as of 08/30/2019, Common starting date is 12/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS Y) | 12/24/2007 | 08/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | -13.69 | 2.60 | 4.38 | 9.86 | NA | NA | … | … | 8.07 | -13.05 | 3.62 | 22.24 | -1.27 | 6.32 | 32.20 | 15.68 | -2.99 | 25.65 | 29.32 | -26.68 | -5.45 |
| Sharpe Ratio | NA | -0.92 | 0.11 | 0.25 | 0.51 | NA | NA | … | … | 0.70 | -0.92 | 0.23 | 1.28 | -0.08 | 0.46 | 2.45 | 1.01 | -0.10 | 1.15 | 0.85 | -0.65 | -6.47 |
| Standard Deviation(%) | NA | 16.69 | 14.71 | 15.29 | 18.17 | NA | NA | … | … | 15.51 | 15.55 | 12.81 | 17.20 | 15.40 | 13.74 | 13.14 | 15.56 | 31.09 | 22.15 | 34.38 | 42.33 | 15.35 |
| Draw Down(%) | NA | 24.29 | 24.46 | 24.46 | 25.52 | NA | NA | … | … | 8.29 | 24.46 | 10.27 | 10.72 | 13.85 | 9.90 | 6.33 | 11.11 | 25.52 | 18.48 | 34.47 | 46.40 | 5.45 |
| Yield(%) | 0.00 | 23.39 | 12.77 | 9.92 | 10.92 | 5.93 | 4.45 | … | … | 0.00 | 25.24 | 7.92 | 4.07 | 3.86 | 5.90 | 5.07 | 6.15 | 0.00 | 0.70 | 0.38 | 0.67 | 0.75 |
Data as of 08/30/2019, Common starting date is 12/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS Y) |
1.67%
Sep 2008 – Sep 2011 |
2.94%
Dec 2013 – Dec 2018 |
8.77%
Apr 2008 – Apr 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS Y) |
30.38%
Feb 2009 – Feb 2012 |
25.85%
Feb 2009 – Feb 2014 |
15.37%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart