Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCNBX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS B) | NA | -6.45% | -1.13% | 1.15% | 2.54% | 2.45% | NA | … | … |
Data as of 02/23/2023, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCNBX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE 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 | -6.45 | -1.13 | 1.15 | 2.54 | 2.45 | NA | … | … | 3.18 | -14.92 | -3.30 | 2.09 | 11.62 | -3.68 | 8.75 | 4.05 | -6.53 | 9.30 | 5.60 | 9.09 | 1.93 | 7.21 | 14.00 | -18.93 | 2.74 | 6.96 |
| Sharpe Ratio | NA | -0.91 | -0.22 | 0.02 | 0.29 | NA | NA | … | … | 3.18 | -1.74 | -0.47 | 0.17 | 3.10 | -1.06 | 3.21 | 0.85 | -0.95 | 1.66 | 1.43 | 2.57 | 0.30 | 1.43 | 1.49 | -1.42 | -0.05 | 3.20 |
| Standard Deviation(%) | NA | 9.40 | 9.37 | 7.63 | 6.46 | NA | NA | … | … | 6.16 | 9.38 | 7.13 | 11.04 | 3.29 | 4.71 | 2.54 | 4.50 | 6.87 | 5.59 | 3.88 | 3.54 | 6.23 | 4.99 | 9.30 | 13.91 | 5.33 | 3.72 |
| Draw Down(%) | NA | 14.68 | 22.42 | 22.42 | 22.42 | NA | NA | … | … | 1.36 | 18.09 | 5.78 | 12.00 | 1.40 | 7.18 | 1.00 | 2.87 | 7.88 | 2.75 | 4.16 | 2.74 | 6.21 | 3.89 | 11.12 | 27.73 | 3.48 | 0.80 |
| Yield(%) | 0.00 | 0.61 | 4.26 | 3.91 | 3.72 | 3.16 | 2.64 | … | … | 0.00 | 0.59 | 5.58 | 6.70 | 2.98 | 3.60 | 3.60 | 2.58 | 3.46 | 5.07 | 2.31 | 2.24 | 2.32 | 3.23 | 1.06 | 2.01 | 2.08 | 0.84 |
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 |
|---|---|---|---|---|
| MCNBX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS B) |
-2.67%
May 2007 – May 2010 |
0.04%
Sep 2017 – Sep 2022 |
2.03%
Sep 2012 – Sep 2022 |
1.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNBX (MADISON CONSERVATIVE ALLOCATION FUND CONSERVATIVE ALLOCATION FUND CLASS B) |
11.62%
Feb 2009 – Feb 2012 |
9.30%
Feb 2009 – Feb 2014 |
5.98%
Feb 2009 – Feb 2019 |
3.68%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart