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Nasdaq - Delayed Quote USD

Madison Mid Cap A (MERAX)

13.83
-0.08
(-0.58%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.45%
5y Average Return 12.48%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 11, 2025) 32.91%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 32.91%
Worst 3Y Total Return 5.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MERAX
Category
YTD
-4.26%
17.04%
1-Month
-5.14%
-0.01%
3-Month
-4.26%
5.47%
1-Year
-3.98%
50.44%
3-Year
7.56%
13.15%
5-Year
15.41%
13.75%
10-Year
9.71%
11.35%
Last Bull Market
16.28%
25.95%
Last Bear Market
-11.01%
-22.55%

Annual Total Return (%) History

Year
MERAX
Category
2025
--
--
2024
9.86%
--
2023
25.83%
--
2022
-13.94%
--
2021
25.73%
--
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
--
34.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.26% -- -- --
2024 9.54% -4.36% 7.00% -2.00%
2023 5.07% 7.04% -1.99% 14.15%
2022 -8.48% -11.01% -3.47% 9.46%
2021 5.40% 6.44% -1.01% 13.21%
2020 -23.79% 16.21% 6.71% 15.32%
2019 13.68% 8.23% 3.80% 4.06%
2018 -0.63% 3.62% 6.26% -10.74%
2017 4.11% 1.24% 3.90% 5.17%
2016 4.27% 0.12% 3.85% 3.04%

2015 3.68% -1.83% -5.72% 4.77%
2014 -0.22% 3.34% -2.51% 8.60%
2013 4.95% 9.37% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 49
3-Month 45
1-Year 84
3-Year 12
5-Year 65

Load Adjusted Returns

1-Year -9.51%
3-Year 5.46%
5-Year 14.06%
10-Year 9.07%

Performance & Risk

YTD Return -8.45%
5y Average Return 12.48%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Madison Funds
Net Assets 2.1B
YTD Return -4.26%
Yield 0.28%
Morningstar Rating
Inception Date Apr 19, 2013

Fund Summary

The fund invests generally in common stocks, securities convertible into common stocks and related equity securities of "midsize" companies (for this purpose, "midsize" is defined as those companies with market capitalizations of between $500 million and $50 billion). Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such mid cap securities.

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