Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGBX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS B) | NA | -5.55% | 1.70% | 2.49% | 5.73% | 3.54% | NA | … | … |
Data as of 02/23/2023, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGBX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE 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 | -5.55 | 1.70 | 2.49 | 5.73 | 3.54 | NA | … | … | 4.20 | -16.49 | -0.70 | 0.53 | 18.35 | -7.30 | 17.20 | 7.09 | -2.13 | 6.49 | 19.20 | 11.32 | -0.64 | 9.86 | 26.57 | -42.43 | 6.87 | 13.45 |
| Sharpe Ratio | NA | -0.46 | 0.02 | 0.11 | 0.42 | NA | NA | … | … | 3.35 | -1.06 | -0.05 | 0.01 | 2.17 | -0.77 | 3.08 | 0.67 | -0.19 | 0.74 | 2.31 | 1.20 | -0.04 | 0.68 | 1.14 | -1.14 | 0.23 | 2.75 |
| Standard Deviation(%) | NA | 16.62 | 16.70 | 14.15 | 12.00 | NA | NA | … | … | 8.51 | 16.91 | 13.23 | 22.53 | 7.82 | 11.20 | 5.40 | 10.21 | 11.63 | 8.70 | 8.29 | 9.43 | 17.33 | 14.38 | 23.14 | 38.04 | 16.61 | 9.89 |
| Draw Down(%) | NA | 19.42 | 22.90 | 23.36 | 23.36 | NA | NA | … | … | 1.49 | 21.54 | 8.87 | 23.36 | 4.31 | 15.42 | 1.51 | 7.29 | 10.81 | 6.52 | 5.38 | 7.93 | 15.31 | 11.85 | 22.88 | 52.35 | 10.57 | 3.05 |
| Yield(%) | 0.00 | 0.54 | 6.11 | 6.02 | 6.56 | 4.27 | 3.68 | … | … | 0.00 | 0.50 | 9.42 | 8.14 | 5.39 | 8.65 | 5.79 | 3.49 | 8.58 | 9.04 | 0.00 | 1.47 | 0.76 | 0.55 | 0.42 | 0.00 | 1.27 | 1.07 |
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 |
|---|---|---|---|---|
| MAGBX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS B) |
-12.01%
Jun 2007 – Jun 2010 |
-4.72%
May 2007 – May 2012 |
2.22%
May 2007 – May 2017 |
2.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGBX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS B) |
19.60%
Feb 2009 – Feb 2012 |
16.73%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
5.00%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart