Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMCNX (Madison Covered Call & Equity Strategy Fd) | 2.48% | 12.86% | 7.16% | 6.21% | 6.38% | 4.74% | 1.36% | … | … |
Data as of 06/03/2026, Common starting date is 08/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMCNX (Madison Covered Call & Equity Strategy Fd) | 08/17/2004 | 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 12.86 | 7.16 | 6.21 | 6.38 | 4.74 | 1.36 | … | … | 2.48 | 9.97 | 3.49 | 10.93 | 4.79 | 15.45 | 7.67 | 15.10 | -8.53 | 7.21 | -0.83 | -8.62 | 6.47 | 17.95 | -0.23 | -11.55 | 1.66 | 25.92 | -41.32 | -12.26 | 0.68 | -2.64 | 7.22 |
| Sharpe Ratio | NA | 1.44 | 0.43 | 0.34 | 0.28 | NA | NA | … | … | 0.69 | 0.45 | -0.02 | 0.82 | 0.20 | 1.85 | 0.17 | 1.42 | -0.78 | 1.25 | -0.10 | -0.84 | 1.07 | 3.26 | -0.02 | -0.57 | 0.11 | 0.84 | -0.89 | -1.37 | -0.30 | -0.70 | 2.28 |
| Standard Deviation(%) | NA | 8.83 | 11.31 | 12.08 | 17.04 | NA | NA | … | … | 8.93 | 15.82 | 7.65 | 8.92 | 16.56 | 8.34 | 42.35 | 9.62 | 12.82 | 5.26 | 10.62 | 10.36 | 6.02 | 5.50 | 12.14 | 20.36 | 14.46 | 30.91 | 47.37 | 11.27 | 9.26 | 7.00 | 8.33 |
| Draw Down(%) | NA | 4.24 | 17.24 | 17.24 | 37.83 | NA | NA | … | … | 4.24 | 15.45 | 4.76 | 7.36 | 12.26 | 5.42 | 37.34 | 6.68 | 17.89 | 2.51 | 7.15 | 12.47 | 4.08 | 2.77 | 12.79 | 22.50 | 15.21 | 30.28 | 56.59 | 15.61 | 9.79 | 6.50 | 2.56 |
| Yield(%) | 0.00 | 11.48 | 10.51 | 9.28 | 7.70 | 5.77 | 2.83 | … | … | 4.62 | 10.91 | 10.18 | 10.23 | 9.60 | 10.13 | 9.80 | 8.24 | 8.62 | 8.50 | 0.00 | 0.00 | 7.68 | 8.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMCNX (Madison Covered Call & Equity Strategy Fd) |
-24.85%
Feb 2006 – Feb 2009 |
-11.05%
Sep 2006 – Sep 2011 |
-4.21%
Jan 2006 – Jan 2016 |
-3.35%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMCNX (Madison Covered Call & Equity Strategy Fd) |
20.00%
Mar 2020 – Mar 2023 |
12.79%
Mar 2020 – Mar 2025 |
6.95%
Feb 2016 – Feb 2026 |
6.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart