MAGSX vs. VGT

In the year-to-date period, MAGSX achieves a 1.67% return, which is significantly higher than VGT's -3.03% return. Over the past 10 years, MAGSX has underperformed VGT with an annualized return of 0.72%, while VGT has yielded a comparatively higher 19.66% annualized return.

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MAGSX has a 0.71% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Aggressive Allocation Fund (MAGSX) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MAGSX Sharpe Ratio is 0.15, which is lower than the VGT Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of MAGSX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MAGSX's dividend yield for the trailing twelve months is around 1.98%, more than VGT's 0.53% yield.

The maximum MAGSX drawdown since its inception was -56.42%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for MAGSX and VGT. For additional features, visit the drawdowns tool.

The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 3.25%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.88%. This indicates that MAGSX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.