Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MHNAX (MADISON HIGH INCOME FUND HIGH INCOME FUND CLASS A) NA 1.58% 1.91% 3.91% 4.25% 5.12% 5.34%
Data as of 10/14/2020, Common starting date is 12/30/1997
More Performance Analytics Comparison
Name Start Date End Date
MHNAX (MADISON HIGH INCOME FUND HIGH INCOME 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 1.58 1.91 3.91 4.25 5.12 5.34 0.56 9.49 -4.27 5.53 12.40 -3.89 1.67 5.34 10.68 5.44 10.79 31.07 -15.10 2.58 9.04 2.49 9.18 19.55 2.23 3.11 -5.89 5.96 0.49 0.04
Sharpe Ratio NA 0.11 0.16 0.62 0.81 NA NA 0.04 2.96 -1.99 1.99 2.59 -0.90 0.46 0.80 4.20 1.16 3.05 6.87 -2.26 -0.13 3.43 0.13 2.90 6.14 0.33 0.13 -2.41 0.60 -0.55 NA
Standard Deviation(%) NA 8.73 5.55 5.03 4.75 NA NA 9.79 2.73 2.82 2.47 4.69 4.34 3.62 6.66 2.55 4.66 3.50 4.51 7.07 3.38 1.68 2.53 2.84 3.07 3.38 5.98 4.13 4.54 5.17 0.00
Draw Down(%) NA 17.62 17.62 17.62 17.62 NA NA 17.62 1.53 5.25 1.79 3.37 9.47 5.85 5.04 2.68 7.72 4.60 5.08 20.50 6.27 1.85 5.40 5.00 3.96 6.44 10.76 9.76 4.01 11.86 0.00
Yield(%) 0.00 4.32 4.56 4.78 5.93 6.11 5.91 3.16 5.10 4.98 4.83 4.71 5.12 10.85 10.42 6.77 6.57 6.71 8.73 7.07 7.01 7.07 6.54 6.91 8.08 8.39 9.64 9.03 8.85 7.50 0.04
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
MHNAX (MADISON HIGH INCOME FUND HIGH INCOME FUND CLASS A) -2.79%
Nov 2005 – Nov 2008
0.60%
Mar 2015 – Mar 2020
2.51%
Nov 1998 – Nov 2008
4.39%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MHNAX (MADISON HIGH INCOME FUND HIGH INCOME FUND CLASS A) 15.83%
Nov 2008 – Nov 2011
13.11%
Nov 2008 – Nov 2013
8.29%
Oct 2002 – Oct 2012
6.97%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return