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Madison Small Cap A (MASMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.60+0.19 (+1.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (22 Apr 2024)22.94%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return22.94%
Worst 3-yr total return1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMASMXCategory
YTD11.31%20.19%
1-month3.63%0.02%
3-month11.31%4.36%
1-year21.66%60.18%
3-year0.86%11.32%
5-year9.02%13.88%
10-year6.45%11.19%
Last bull market50.36%27.98%
Last bear market-18.48%-24.08%

Annual total return (%) history

Year
MASMXCategory
2024
N/AN/A
2023
15.62%N/A
2022
-24.64%N/A
2021
20.27%N/A
2020
22.94%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.31%N/AN/AN/A
20235.79%4.92%-6.15%11.00%
2022-7.51%-18.48%-5.15%5.38%
202113.67%6.18%-4.73%4.60%
2020-28.94%26.82%6.92%27.60%
20197.89%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month54
3-month2
1-year29
3-year83
5-year61

Load adjusted returns

1-year14.67%
3-year-1.11%
5-year7.73%
10-year5.82%