Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENIX (Madison Funds – Madison Covered Call & Equity Income Fund) | 3.37% | 11.45% | 6.15% | 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 |
|---|---|---|
| MENIX (Madison Funds – Madison Covered Call & Equity 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 (%) | -0.94 | 11.45 | 6.15 | NA | NA | NA | NA | … | … | 3.37 | 6.69 | 2.91 | 10.67 | 5.18 |
| Sharpe Ratio | NA | 0.95 | 0.27 | NA | NA | NA | NA | … | … | 0.54 | 0.26 | -0.10 | 0.89 | 0.27 |
| Standard Deviation(%) | NA | 9.25 | 10.63 | NA | NA | NA | NA | … | … | 10.28 | 14.53 | 7.27 | 7.98 | 16.71 |
| Draw Down(%) | NA | 4.07 | 16.11 | NA | NA | NA | NA | … | … | 3.94 | 14.15 | 4.87 | 6.43 | 11.25 |
| Yield(%) | 0.00 | 7.05 | 7.18 | 6.03 | 3.02 | 2.01 | 1.51 | … | … | 0.00 | 8.34 | 7.46 | 7.92 | 6.85 |
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 |
|---|---|---|---|---|
| MENIX (Madison Funds – Madison Covered Call & Equity Income Fund) |
3.85%
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 |
|---|---|---|---|---|
| MENIX (Madison Funds – Madison Covered Call & Equity Income Fund) |
9.21%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart