Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGWAX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) | NA | -5.39% | -0.54% | 4.88% | 7.97% | 4.97% | 3.67% | … | … |
Data as of 10/14/2020, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGWAX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) | 12/30/1997 | 10/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.39 | -0.54 | 4.88 | 7.97 | 4.97 | 3.67 | … | … | -12.50 | 24.40 | -13.14 | 14.33 | 12.48 | -3.27 | 11.72 | 29.37 | 11.21 | 6.80 | 7.98 | 15.94 | -35.97 | 0.29 | 20.17 | 5.16 | 12.19 | 25.74 | -21.77 | -11.09 | 0.50 | 16.55 | 16.85 | 0.79 |
| Sharpe Ratio | NA | -0.23 | -0.08 | 0.21 | 0.45 | NA | NA | … | … | -0.48 | 2.10 | -0.87 | 0.79 | 1.03 | -0.23 | 1.09 | 2.94 | 1.00 | 0.32 | 0.44 | 0.52 | -0.86 | -0.17 | 1.74 | 0.30 | 1.10 | 1.55 | -0.89 | -0.70 | -0.19 | 0.84 | 0.73 | NA |
| Standard Deviation(%) | NA | 29.18 | 22.14 | 18.55 | 16.47 | NA | NA | … | … | 32.76 | 10.96 | 16.64 | 17.32 | 11.87 | 14.27 | 10.71 | 9.96 | 11.24 | 21.47 | 17.77 | 30.25 | 42.56 | 16.53 | 9.74 | 9.93 | 10.19 | 16.16 | 25.77 | 19.51 | 18.96 | 15.88 | 18.43 | 0.00 |
| Draw Down(%) | NA | 37.04 | 37.96 | 37.96 | 37.96 | NA | NA | … | … | 37.04 | 7.44 | 23.08 | 10.29 | 7.37 | 12.09 | 7.99 | 4.29 | 7.53 | 16.76 | 16.29 | 31.48 | 47.03 | 11.84 | 7.61 | 6.48 | 6.70 | 15.13 | 35.48 | 26.13 | 10.91 | 14.59 | 19.22 | 0.00 |
| Yield(%) | 0.00 | 4.41 | 8.05 | 10.04 | 10.02 | 6.47 | 4.81 | … | … | 0.72 | 4.26 | 10.68 | 11.37 | 15.73 | 11.46 | 16.17 | 1.01 | 1.57 | 1.60 | 1.27 | 1.42 | 1.45 | 1.84 | 1.68 | 1.39 | 1.31 | 1.28 | 0.89 | 0.38 | 0.36 | 0.86 | 1.01 | 0.10 |
Data as of 10/14/2020, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWAX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) |
-16.63%
Feb 2006 – Feb 2009 |
-7.40%
Feb 2004 – Feb 2009 |
-3.34%
Feb 1999 – Feb 2009 |
2.77%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWAX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS A) |
22.18%
Feb 2009 – Feb 2012 |
20.07%
Feb 2009 – Feb 2014 |
12.82%
Feb 2009 – Feb 2019 |
8.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart