Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS B) | NA | -12.35% | 2.41% | 3.91% | 9.26% | NA | NA | … | … |
Data as of 08/22/2019, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS B) | 01/04/2007 | 08/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.83 | -12.35 | 2.41 | 3.91 | 9.26 | NA | NA | … | … | 10.11 | -13.82 | 2.00 | 21.05 | -2.26 | 5.19 | 30.81 | 14.58 | -0.79 | 24.41 | 28.18 | -27.05 | -3.93 |
| Sharpe Ratio | NA | -0.84 | 0.09 | 0.20 | 0.48 | NA | NA | … | … | 0.95 | -0.97 | 0.08 | 1.21 | -0.15 | 0.37 | 2.34 | 0.94 | -0.03 | 1.09 | 0.82 | -0.66 | -0.37 |
| Standard Deviation(%) | NA | 16.54 | 15.95 | 16.03 | 18.47 | NA | NA | … | … | 15.44 | 15.61 | 16.82 | 17.17 | 15.42 | 13.82 | 13.16 | 15.64 | 30.84 | 22.25 | 34.28 | 42.49 | 18.90 |
| Draw Down(%) | NA | 24.59 | 24.72 | 24.72 | 25.70 | NA | NA | … | … | 8.38 | 24.72 | 10.80 | 10.72 | 13.97 | 10.37 | 6.39 | 11.31 | 25.70 | 18.72 | 34.42 | 46.42 | 15.81 |
| Yield(%) | 0.00 | 24.38 | 12.80 | 9.76 | 10.54 | 5.81 | 4.36 | … | … | 0.00 | 26.11 | 7.35 | 3.79 | 3.74 | 5.59 | 5.19 | 5.35 | 3.19 | 0.38 | 0.00 | 0.00 | 1.76 |
Data as of 08/22/2019, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS B) |
-6.01%
Jun 2007 – Jun 2010 |
0.55%
May 2007 – May 2012 |
6.08%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS B) |
30.55%
Feb 2009 – Feb 2012 |
25.44%
Feb 2009 – Feb 2014 |
14.54%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart