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Madison Mid Cap A (MERAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.32+0.09 (+0.59%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.95%
5-Year Average Return12.08%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 9, 2024)32.91%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return32.91%
Worst 3-Yr Total Return5.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMERAXCategory
YTD1.11%17.04%
1-Month-7.70%-0.01%
3-Month0.34%5.47%
1-Year21.18%50.44%
3-Year7.53%13.15%
5-Year10.69%13.75%
10-Year10.81%11.35%
Last Bull Market26.63%25.95%
Last Bear Market-11.01%-22.55%

Annual Total Return (%) History

Year
MERAXCategory
2024
N/AN/A
2023
25.83%N/A
2022
-13.94%N/A
2021
25.73%N/A
2020
8.99%12.39%
2019
32.91%26.21%
2018
-2.34%-11.15%
2017
15.17%15.93%
2016
11.70%14.14%
2015
0.54%-4.75%
2014
9.18%7.80%
2013
N/A34.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.54%N/AN/AN/A
20235.07%7.04%-1.99%14.15%
2022-8.48%-11.01%-3.47%9.46%
20215.40%6.44%-1.01%13.21%
2020-23.79%16.21%6.71%15.32%
201913.68%8.23%3.80%4.06%
2018-0.63%3.62%6.26%-10.74%
20174.11%1.24%3.90%5.17%
20164.27%0.12%3.85%3.04%
20153.68%-1.83%-5.72%4.77%
2014-0.22%3.34%-2.51%8.60%
20134.95%9.37%N/AN/A

Rank In Category (By Total Return)

YTD79
1-Month97
3-Month96
1-Year16
3-Year5
5-Year15

Load Adjusted Returns

1-Year14.21%
3-Year5.43%
5-Year9.39%
10-Year10.16%