Nasdaq - Delayed Quote USD

Madison Conservative Allocation B (MCNBX)

9.42 0.00 (0.00%)
At close: February 23 at 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.18%
5y Average Return 1.09%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Feb 6, 2023) 15.16%
Worst 1Y Total Return (Feb 6, 2023) --
Best 3Y Total Return 15.16%
Worst 3Y Total Return -1.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCNBX
Category
YTD
3.18%
3.28%
1-Month
1.29%
0.61%
3-Month
6.02%
3.02%
1-Year
-8.72%
11.74%
3-Year
-1.24%
6.56%
5-Year
1.09%
5.38%
10-Year
2.50%
4.87%
Last Bull Market
6.73%
8.64%
Last Bear Market
-7.98%
-5.09%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 57
1-Month 57
3-Month 58
1-Year 94
3-Year 91
5-Year 88

Load Adjusted Returns

1-Year -12.93%
3-Year -1.95%
5-Year 0.47%
10-Year 2.56%

Performance & Risk

YTD Return 3.18%
5y Average Return 1.09%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.57
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Madison Funds
Net Assets 43.08M
YTD Return 3.18%
Yield 0.66%
Morningstar Rating
Inception Date Feb 29, 2008

Fund Summary

The fund invests primarily in shares of other registered investment companies. Under normal circumstances, its total net assets will be allocated among various asset classes and underlying funds, including those whose shares trade on a stock exchange (exchange traded funds or "ETFs"), with target allocations over time of approximately 35% equity investments and 65% fixed income investments.

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