Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGWBX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS B) | NA | -5.85% | -1.14% | 4.18% | 7.21% | 4.21% | 2.91% | … | … |
Data as of 10/14/2020, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGWBX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS B) | 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 | -5.85 | -1.14 | 4.18 | 7.21 | 4.21 | 2.91 | … | … | -12.00 | 23.51 | -13.81 | 13.53 | 11.71 | -3.98 | 10.82 | 28.35 | 10.41 | 6.06 | 7.16 | 15.15 | -36.50 | -0.47 | 19.26 | 4.43 | 11.31 | 24.77 | -22.36 | -11.79 | -0.22 | 15.68 | 15.97 | 0.49 |
| Sharpe Ratio | NA | -0.22 | -0.09 | 0.19 | 0.42 | NA | NA | … | … | -0.47 | 2.01 | -0.91 | 0.78 | 0.97 | -0.28 | 1.01 | 2.85 | 0.92 | 0.28 | 0.40 | 0.50 | -0.88 | -0.21 | 1.65 | 0.23 | 1.02 | 1.48 | -0.91 | -0.73 | -0.22 | 0.78 | 0.69 | NA |
| Standard Deviation(%) | NA | 28.88 | 21.84 | 18.34 | 16.36 | NA | NA | … | … | 32.42 | 10.99 | 16.61 | 16.69 | 11.85 | 14.22 | 10.70 | 9.94 | 11.30 | 21.53 | 17.73 | 30.30 | 42.63 | 16.53 | 9.74 | 9.83 | 10.18 | 16.22 | 25.73 | 19.52 | 19.03 | 15.91 | 18.38 | 0.00 |
| Draw Down(%) | NA | 37.05 | 38.61 | 38.61 | 38.61 | NA | NA | … | … | 37.05 | 7.50 | 23.58 | 9.77 | 7.37 | 12.14 | 8.17 | 4.36 | 7.64 | 17.06 | 16.36 | 31.66 | 47.39 | 11.93 | 7.59 | 6.56 | 7.04 | 15.37 | 35.83 | 26.48 | 11.12 | 14.77 | 19.39 | 0.00 |
| Yield(%) | 0.00 | 2.91 | 7.36 | 9.43 | 9.14 | 5.69 | 4.09 | … | … | 0.00 | 3.36 | 10.31 | 10.74 | 15.14 | 11.12 | 15.55 | 0.07 | 0.76 | 0.81 | 0.48 | 0.57 | 0.99 | 1.08 | 0.81 | 0.60 | 0.48 | 0.53 | 0.23 | 0.04 | 0.00 | 0.27 | 0.19 | 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 |
|---|---|---|---|---|
| MGWBX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS B) |
-17.27%
Feb 2006 – Feb 2009 |
-8.10%
Feb 2004 – Feb 2009 |
-4.08%
Feb 1999 – Feb 2009 |
2.00%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWBX (MADISON LARGE CAP VALUE FUND LARGE CAP VALUE FUND CLASS B) |
21.28%
Feb 2009 – Feb 2012 |
19.20%
Feb 2009 – Feb 2014 |
11.99%
Feb 2009 – Feb 2019 |
7.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart