Madison Aggressive Allocation Fund Three Year Return

MAACX Fund  USD 11.79  0.02  0.17%   
Madison Aggressive Allocation fundamentals help investors to digest information that contributes to Madison Aggressive's financial success or failures. It also enables traders to predict the movement of Madison Mutual Fund. The fundamental analysis module provides a way to measure Madison Aggressive's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Madison Aggressive mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Madison Aggressive Allocation Mutual Fund Three Year Return Analysis

Madison Aggressive's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Madison Aggressive Three Year Return

    
  2.54 %  
Most of Madison Aggressive's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Madison Aggressive Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Madison Aggressive Allocation has a Three Year Return of 2.5421%. This is much higher than that of the Madison Funds family and significantly higher than that of the Allocation--70% to 85% Equity category. The three year return for all United States funds is notably lower than that of the firm.

Madison Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Madison Aggressive's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Madison Aggressive could also be used in its relative valuation, which is a method of valuing Madison Aggressive by comparing valuation metrics of similar companies.
Madison Aggressive is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Madison Aggressive

The fund consists of 74.11% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides Madison Aggressive's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Madison Fundamentals

About Madison Aggressive Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Madison Aggressive Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Madison Aggressive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Madison Aggressive Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

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Other Information on Investing in Madison Mutual Fund

Madison Aggressive financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Aggressive security.
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