Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGSX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS A) | 9.23% | 18.27% | 12.62% | 3.87% | 6.03% | 6.58% | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGSX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS A) | 07/12/2006 | 06/08/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 18.27 | 12.62 | 3.87 | 6.03 | 6.58 | NA | … | … | 9.23 | 12.48 | 8.88 | 12.32 | -15.38 | 2.26 | 1.57 | 19.23 | -6.60 | 18.05 | 7.91 | -1.45 | 6.90 | 19.66 | 12.96 | 0.17 | 10.67 | 27.58 | -42.04 | 7.78 | 13.79 |
| Sharpe Ratio | NA | 1.45 | 0.84 | 0.09 | 0.35 | NA | NA | … | … | 1.40 | 0.71 | 0.62 | 1.01 | -1.00 | 0.19 | 0.06 | 2.28 | -0.71 | 3.20 | 0.75 | -0.13 | 0.79 | 2.37 | 1.36 | 0.01 | 0.74 | 1.19 | -1.13 | 0.28 | 2.79 |
| Standard Deviation(%) | NA | 10.97 | 11.16 | 12.54 | 12.65 | NA | NA | … | … | 13.44 | 13.64 | 8.50 | 8.67 | 16.87 | 11.82 | 22.39 | 7.80 | 11.22 | 5.45 | 10.30 | 11.71 | 8.72 | 8.29 | 9.58 | 17.28 | 14.30 | 23.16 | 38.12 | 16.57 | 10.00 |
| Draw Down(%) | NA | 8.63 | 13.54 | 26.30 | 26.30 | NA | NA | … | … | 8.63 | 13.54 | 4.88 | 7.95 | 21.13 | 6.78 | 23.20 | 4.27 | 14.81 | 1.47 | 7.24 | 10.56 | 6.42 | 5.42 | 7.78 | 15.02 | 11.78 | 22.81 | 52.10 | 10.53 | 3.05 |
| Yield(%) | 0.00 | 6.29 | 4.62 | 2.98 | 4.41 | 5.19 | 4.09 | … | … | 0.00 | 6.55 | 4.53 | 2.08 | 1.05 | 2.88 | 0.77 | 6.14 | 9.04 | 6.53 | 4.01 | 8.62 | 9.55 | 0.40 | 2.28 | 1.34 | 1.25 | 1.32 | 0.30 | 2.08 | 1.50 |
Data as of 06/08/2026, Common starting date is 07/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGSX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS A) |
-11.37%
Jun 2007 – Jun 2010 |
-3.98%
May 2007 – May 2012 |
2.99%
May 2007 – May 2017 |
1.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGSX (MADISON AGGRESSIVE ALLOCATION FUND AGGRESSIVE ALLOCATION FUND CLASS A) |
20.49%
Feb 2009 – Feb 2012 |
17.60%
Feb 2009 – Feb 2014 |
11.68%
Feb 2009 – Feb 2019 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart