Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MADRX (Madison Funds – Madison Dividend Income Fund) 7.56% 13.84% 10.47% NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/28/2022
More Performance Analytics Comparison
Name Start Date End Date
MADRX (Madison Funds – Madison Dividend Income Fund) 02/28/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.31 13.84 10.47 NA NA NA NA 7.56 8.38 7.86 1.98 -1.37
Sharpe Ratio NA 1.15 0.63 NA NA NA NA 1.50 0.38 0.41 -0.13 -0.15
Standard Deviation(%) NA 10.03 12.17 NA NA NA NA 10.75 14.64 10.46 12.56 21.66
Draw Down(%) NA 6.35 14.21 NA NA NA NA 6.35 13.05 7.59 12.23 18.24
Yield(%) 0.00 11.46 10.35 7.11 3.55 2.37 1.78 0.00 12.17 13.51 5.94 8.62
Data as of 06/05/2026, Common starting date is 02/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MADRX (Madison Funds – Madison Dividend Income Fund) 2.38%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MADRX (Madison Funds – Madison Dividend Income Fund) 11.32%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return