Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMSPX (Madison Strategic Sector Premium Fund) | NA | 6.73% | 2.72% | 1.73% | 5.01% | NA | NA | … | … |
Data as of 12/04/2018, Common starting date is 04/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMSPX (Madison Strategic Sector Premium Fund) | 04/28/2005 | 12/04/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.73 | 2.72 | 1.73 | 5.01 | NA | NA | … | … | 2.97 | 6.99 | 0.00 | -8.39 | 4.39 | 16.82 | 3.66 | -10.23 | 1.74 | 28.65 | -38.64 | -13.48 | 1.91 | 4.25 |
| Sharpe Ratio | NA | 0.33 | 0.15 | 0.10 | 0.28 | NA | NA | … | … | 0.19 | 1.23 | -0.02 | -0.83 | 0.72 | 3.30 | 0.35 | -0.54 | 0.12 | 0.75 | -0.87 | -1.34 | -0.03 | 0.72 |
| Standard Deviation(%) | NA | 9.62 | 8.91 | 8.64 | 16.30 | NA | NA | … | … | 9.84 | 5.22 | 10.45 | 10.19 | 6.06 | 5.09 | 10.33 | 19.01 | 14.06 | 37.98 | 45.19 | 12.38 | 42.05 | 5.56 |
| Draw Down(%) | NA | 7.15 | 9.44 | 15.65 | 25.20 | NA | NA | … | … | 7.15 | 2.56 | 6.83 | 12.44 | 4.02 | 2.55 | 9.90 | 20.96 | 14.97 | 25.20 | 51.95 | 16.95 | 26.07 | 4.53 |
| Yield(%) | 0.00 | 8.37 | 4.66 | 4.09 | 3.87 | 1.36 | 1.02 | … | … | 6.26 | 8.22 | 0.00 | 0.00 | 5.64 | 7.99 | 2.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/04/2018, Common starting date is 04/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMSPX (Madison Strategic Sector Premium Fund) |
-22.48%
Feb 2006 – Feb 2009 |
-9.79%
Sep 2006 – Sep 2011 |
-3.34%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMSPX (Madison Strategic Sector Premium Fund) |
13.56%
Feb 2009 – Feb 2012 |
10.75%
Feb 2009 – Feb 2014 |
4.55%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart