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Madison Large Cap Value Fund Class A (MGWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.69+0.09 (+0.78%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.80%
5-year average return7.20%
Number of years up17
Number of years down5
Best 1-yr total return (3 Feb 2019)29.37%
Worst 1-yr total return (3 Feb 2019)-35.98%
Best 3-yr total return29.37%
Worst 3-yr total return-9.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGWAXCategory
YTD-17.07%4.44%
1-month-0.09%-4.04%
3-month13.29%4.09%
1-year-11.07%14.37%
3-year-0.25%6.04%
5-year2.70%9.20%
10-year8.66%8.57%
Last bull market22.51%22.97%
Last bear market-14.48%-11.27%

Annual total return (%) history

Year
MGWAXCategory
2020
N/A2.91%
2019
24.40%25.04%
2018
-13.14%-8.53%
2017
15.46%15.94%
2016
12.47%14.81%
2015
-3.27%-4.05%
2014
11.72%10.21%
2013
29.37%31.21%
2012
11.21%14.57%
2011
6.80%-0.75%
2010
7.98%13.66%
2009
15.94%24.13%
2008
-35.98%-37.09%
2007
0.29%1.42%
2006
20.16%18.15%
2005
5.16%5.95%
2004
12.19%12.97%
2003
25.73%28.44%
2002
-21.77%-18.69%
2001
-11.09%-4.99%
2000
0.50%7.87%
1999
16.55%6.72%
1998
16.74%12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-26.80%13.29%N/AN/A
201913.31%2.38%1.55%5.60%
2018-1.57%2.36%4.74%-17.69%
20173.62%0.62%3.81%6.67%
20161.31%4.15%1.05%5.49%
2015-0.12%-1.36%-7.35%5.96%
20142.77%5.11%-1.62%5.13%
201310.80%2.35%4.79%8.86%
20127.86%-0.88%4.90%-0.84%
20116.35%1.02%-12.29%13.33%
20104.10%-12.67%9.61%8.36%
2009-15.82%14.42%14.72%4.91%
2008-8.42%-5.44%-6.56%-20.88%
20070.44%4.88%0.60%-5.36%
20064.24%0.50%6.54%7.66%
2005-0.70%0.70%3.48%1.62%
20041.97%0.59%0.67%8.65%
2003-6.93%17.07%2.54%12.53%
20021.70%-12.11%-20.07%9.50%
2001-10.53%1.72%-10.81%9.54%
20003.95%-1.72%0.50%-2.11%
19995.90%13.09%-9.95%8.07%
199811.49%0.09%-10.45%16.83%

Rank in category (by total return)

YTD68
1-month60
3-month77
1-year78
3-year83
5-year81

Load adjusted returns

1-year-16.18%
3-year-2.20%
5-year1.49%
10-year8.02%