Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENYX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS Y) | 3.37% | 11.45% | 6.11% | 5.26% | 7.02% | 7.06% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MENYX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS Y) | 03/05/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 11.45 | 6.11 | 5.26 | 7.02 | 7.06 | NA | … | … | 3.37 | -0.29 | 2.79 | 10.66 | 5.06 | 16.34 | 10.51 | 15.73 | -5.96 | 7.56 | 4.27 | -0.97 | 6.25 | 11.57 | 11.67 | 7.61 | 6.35 |
| Sharpe Ratio | NA | 0.95 | 0.27 | 0.24 | 0.40 | NA | NA | … | … | 0.54 | -0.21 | -0.54 | 0.80 | 0.24 | 1.65 | 0.36 | 1.60 | -0.60 | 1.34 | 0.42 | -0.10 | 1.04 | 1.83 | 1.10 | 0.40 | 0.52 |
| Standard Deviation(%) | NA | 9.28 | 10.63 | 11.44 | 13.53 | NA | NA | … | … | 10.24 | 15.34 | 7.10 | 8.04 | 15.38 | 9.92 | 28.80 | 8.94 | 12.16 | 5.20 | 9.67 | 9.52 | 5.98 | 6.32 | 10.63 | 18.93 | 14.73 |
| Draw Down(%) | NA | 4.07 | 16.14 | 16.14 | 28.38 | NA | NA | … | … | 3.95 | 14.25 | 4.88 | 6.53 | 11.25 | 5.50 | 28.38 | 6.82 | 15.96 | 2.49 | 6.22 | 10.00 | 4.02 | 3.73 | 9.49 | 14.54 | 11.72 |
| Yield(%) | 0.00 | 7.05 | 7.17 | 6.31 | 6.41 | 6.73 | 5.57 | … | … | 0.00 | 8.34 | 7.46 | 7.91 | 6.78 | 4.93 | 4.68 | 7.57 | 8.35 | 7.57 | 3.13 | 6.90 | 8.77 | 9.52 | 9.29 | 12.09 | 7.84 |
Data as of 06/05/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENYX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS Y) |
-3.14%
Mar 2017 – Mar 2020 |
-0.91%
Mar 2015 – Mar 2020 |
5.05%
Apr 2010 – Apr 2020 |
6.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENYX (MADISON COVERED CALL & EQUITY INCOME FUND COVERED CALL & EQUITY INCOME FUND CLASS Y) |
21.35%
Mar 2020 – Mar 2023 |
13.57%
Mar 2020 – Mar 2025 |
8.97%
Sep 2011 – Sep 2021 |
8.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart