Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCN (Madison Covered Call and Equity Strategy Closed Fund) | -10.49% | -5.89% | 6.51% | 17.44% | 9.32% | 7.87% | 6.05% | 6.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCN (Madison Covered Call and Equity Strategy Closed Fund) | 08/02/2004 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 08/02/2004.
AR inception is since 08/02/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.52 | -5.89 | 6.51 | 17.44 | 9.32 | 7.87 | 6.05 | 6.26 | -10.49 | -0.46 | 18.02 | 17.18 | 35.90 | 15.61 | 7.95 | -20.21 | 2.53 | 14.63 | -0.63 | 8.48 | 17.17 | 11.73 | -9.90 | 3.78 | 60.29 | -38.53 | -16.90 | 11.75 | 8.17 | 1.26 |
| Sharpe Ratio | NA | -0.64 | 0.08 | 0.77 | 0.39 | NA | NA | 0.23 | -1.38 | -0.47 | 0.71 | 0.62 | 2.07 | 0.43 | 0.56 | -1.32 | 0.19 | 1.04 | -0.05 | 0.79 | 1.68 | 0.95 | -0.49 | 0.19 | 1.74 | -0.90 | -1.10 | 0.71 | 0.43 | 0.18 |
| Standard Deviation(%) | NA | 18.27 | 21.12 | 19.68 | 19.48 | NA | NA | 20.62 | 23.70 | 15.15 | 19.68 | 25.49 | 17.36 | 35.99 | 11.86 | 16.37 | 10.00 | 13.78 | 13.88 | 10.71 | 10.20 | 12.36 | 20.21 | 19.66 | 34.58 | 43.49 | 18.25 | 12.02 | 13.92 | 9.79 |
| Draw Down(%) | NA | 23.82 | 23.82 | 23.82 | 38.60 | NA | NA | 65.12 | 16.59 | 11.11 | 13.47 | 18.01 | 8.66 | 38.60 | 11.26 | 26.27 | 8.16 | 10.43 | 14.28 | 9.01 | 3.67 | 9.76 | 20.26 | 19.40 | 34.56 | 57.59 | 23.70 | 9.82 | 7.07 | 3.63 |
| Yield(%) | 0.00 | 11.06 | 9.59 | 13.41 | 8.78 | 7.70 | 5.56 | 5.76 | 3.56 | 9.68 | 9.39 | 8.98 | 10.70 | 10.79 | 11.43 | 9.30 | 9.34 | 9.78 | 8.83 | 8.89 | 9.22 | 9.68 | 7.89 | 8.08 | 12.36 | 10.28 | 8.81 | 8.98 | 8.79 | 2.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCN (Madison Covered Call and Equity Strategy Closed Fund) |
-21.82%
Feb 2006 - Feb 2009 |
-5.20%
Dec 2006 - Dec 2011 |
0.96%
Sep 2005 - Sep 2015 |
1.98%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCN (Madison Covered Call and Equity Strategy Closed Fund) |
35.53%
Mar 2020 - Mar 2023 |
21.15%
Mar 2020 - Mar 2025 |
12.48%
Apr 2013 - Apr 2023 |
13.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart