New Zealand markets closed

Madison Aggressive Allocation C (MAACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.85+0.08 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.43%
5-year average return3.83%
Number of years up11
Number of years down4
Best 1-yr total return (25 Apr 2024)26.72%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return26.72%
Worst 3-yr total return-0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAACXCategory
YTD5.72%11.35%
1-month2.69%0.99%
3-month5.72%5.92%
1-year13.21%32.83%
3-year1.80%11.75%
5-year4.75%11.53%
10-year5.15%8.98%
Last bull market16.58%17.67%
Last bear market-12.50%-15.71%

Annual total return (%) history

Year
MAACXCategory
2024
N/AN/A
2023
11.35%N/A
2022
-16.05%N/A
2021
8.79%N/A
2020
8.72%13.51%
2019
18.33%21.35%
2018
-7.29%-7.93%
2017
17.18%15.80%
2016
7.08%7.93%
2015
-2.14%-2.77%
2014
6.13%5.71%
2013
21.03%21.31%
2012
10.12%13.42%
2011
-0.63%-3.80%
2010
9.73%13.49%
2009
26.72%29.37%
2008
N/A-34.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.72%N/AN/AN/A
20233.99%2.12%-2.17%7.19%
2022-4.03%-12.50%-6.47%6.88%
20211.91%4.36%-2.86%5.30%
2020-13.74%11.87%4.99%7.31%
20199.68%2.70%1.05%3.95%
2018-1.16%0.42%2.93%-9.25%
20174.71%3.44%3.75%4.27%
20161.25%1.70%2.79%1.17%
20152.14%-1.01%-6.51%3.53%
20141.16%3.53%-1.59%2.96%
20137.34%0.19%4.96%7.22%
20126.78%-2.46%4.93%0.76%
20114.09%0.41%-11.44%7.35%
20103.06%-8.79%9.39%6.72%
2009-8.02%16.80%14.11%3.37%
20081.05%-16.46%-24.21%N/A

Rank in category (by total return)

YTD78
1-month72
3-month78
1-year90
3-year96
5-year98

Load adjusted returns

1-year12.21%
3-year1.80%
5-year4.75%
10-year5.15%