Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSYX (Madison Funds – Madison Sustainable Equity Fund) | NA | 16.93% | 9.51% | NA | NA | NA | NA | … | … |
Data as of 04/15/2025, Common starting date is 12/31/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSYX (Madison Funds – Madison Sustainable Equity Fund) | 12/31/2021 | 04/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.93 | 9.51 | NA | NA | NA | NA | … | … | 3.94 | 18.37 | 17.95 | -17.72 | 0.00 |
| Sharpe Ratio | NA | 0.90 | 0.32 | NA | NA | NA | NA | … | … | 1.65 | 1.03 | 1.15 | -0.87 | NA |
| Standard Deviation(%) | NA | 10.86 | 15.09 | NA | NA | NA | NA | … | … | 7.01 | 11.54 | 11.97 | 22.12 | 0.00 |
| Draw Down(%) | NA | 7.40 | 16.76 | NA | NA | NA | NA | … | … | 1.51 | 7.40 | 8.09 | 23.50 | 0.00 |
| Yield(%) | 0.00 | 0.72 | 0.70 | 0.38 | 0.19 | 0.13 | 0.10 | … | … | 0.00 | 0.75 | 0.98 | 0.38 | 0.00 |
Data as of 04/15/2025, Common starting date is 12/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSYX (Madison Funds – Madison Sustainable Equity Fund) |
8.15%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSYX (Madison Funds – Madison Sustainable Equity Fund) |
9.15%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart