Madison Moderate Allocation Fund One Year Return

MMDCX Fund  USD 11.36  0.03  0.26%   
Madison Moderate Allocation fundamentals help investors to digest information that contributes to Madison Moderate'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 Moderate'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 Moderate 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 Moderate Allocation Mutual Fund One Year Return Analysis

Madison Moderate's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Madison Moderate One Year Return

    
  12.73 %  
Most of Madison Moderate's fundamental indicators, such as One 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 Moderate Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Madison Moderate Allocation has an One Year Return of 12.7262%. This is much higher than that of the Madison Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.

Madison One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Madison Moderate's direct or indirect competition against its One 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 Moderate could also be used in its relative valuation, which is a method of valuing Madison Moderate by comparing valuation metrics of similar companies.
Madison Moderate is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Madison Moderate

The fund invests 55.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (33.79%) , cash (8.98%) and various exotic instruments.
Asset allocation divides Madison Moderate'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 Moderate Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Madison Moderate Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Madison Moderate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Madison Moderate 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.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Madison Mutual Fund

Madison Moderate 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 Moderate security.
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.