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Madison Covered Call & Equity Income C (MENCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.23-0.03 (-0.36%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.20%
5-year average return10.93%
Number of years up9
Number of years down2
Best 1-yr total return (4 Jun 2024)17.58%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return17.58%
Worst 3-yr total return1.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMENCXCategory
YTD1.93%11.36%
1-month2.21%1.08%
3-month4.71%5.12%
1-year9.15%28.59%
3-year5.26%9.08%
5-year11.53%8.21%
10-year6.30%7.85%
Last bull market7.53%22.28%
Last bear market-8.61%-18.84%

Annual total return (%) history

Year
MENCXCategory
2024
N/AN/A
2023
9.36%N/A
2022
4.17%N/A
2021
17.58%N/A
2020
11.40%4.24%
2019
14.76%18.81%
2018
-6.99%-5.81%
2017
6.44%13.46%
2016
7.04%7.25%
2015
-1.88%-0.37%
2014
5.23%8.01%
2013
12.64%16.58%
2012
N/A7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.81%N/AN/AN/A
20235.20%1.05%-1.29%4.22%
20224.42%-8.61%-1.89%11.26%
202110.59%6.21%-0.11%0.21%
2020-20.50%19.12%5.07%11.95%
20196.84%0.40%-0.14%7.13%
2018-1.89%3.92%3.71%-12.04%
20172.44%0.00%1.64%2.23%
20161.51%2.10%2.77%0.50%
20150.63%0.86%-5.33%2.11%
20141.93%2.34%0.51%0.36%
20133.34%0.00%4.64%4.17%
20120.46%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month64
3-month18
1-year83
3-year54
5-year14

Load adjusted returns

1-year8.15%
3-year5.26%
5-year11.53%
10-year6.30%