Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENRX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS R6) | 3.50% | 11.65% | 6.28% | 5.82% | 7.83% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MENRX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS R6) | 08/01/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 11.65 | 6.28 | 5.82 | 7.83 | NA | NA | … | … | 3.50 | -0.07 | 2.97 | 10.69 | 5.22 | 18.95 | 12.68 | 15.96 | -5.80 | 7.62 | 6.89 | -0.76 | 6.35 | 11.56 | 6.91 |
| Sharpe Ratio | NA | 0.97 | 0.28 | 0.28 | 0.46 | NA | NA | … | … | 0.57 | -0.19 | -0.09 | 0.88 | 0.25 | 1.94 | 0.43 | 1.61 | -0.60 | 1.33 | 0.71 | -0.08 | 1.06 | 1.82 | 1.87 |
| Standard Deviation(%) | NA | 9.28 | 10.66 | 11.44 | 13.54 | NA | NA | … | … | 10.21 | 15.28 | 7.24 | 8.09 | 15.42 | 9.74 | 28.94 | 8.99 | 12.10 | 5.26 | 9.36 | 9.54 | 5.96 | 6.33 | 9.45 |
| Draw Down(%) | NA | 4.07 | 16.14 | 16.14 | 28.49 | NA | NA | … | … | 3.85 | 14.24 | 4.86 | 6.50 | 11.25 | 5.41 | 28.49 | 6.86 | 15.91 | 2.47 | 6.19 | 10.06 | 4.02 | 3.83 | 4.82 |
| Yield(%) | 0.00 | 6.91 | 7.07 | 6.63 | 7.03 | 6.66 | 5.00 | … | … | 0.00 | 8.18 | 7.34 | 7.80 | 6.70 | 7.24 | 6.56 | 7.49 | 8.29 | 7.53 | 5.48 | 6.87 | 8.76 | 9.52 | 5.31 |
Data as of 06/05/2026, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENRX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS R6) |
-2.98%
Mar 2017 – Mar 2020 |
-0.30%
Mar 2015 – Mar 2020 |
6.25%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENRX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS R6) |
23.09%
Mar 2020 – Mar 2023 |
14.58%
Mar 2020 – Mar 2025 |
8.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart