Madison Dividend Five Year Return vs. Year To Date Return

Based on the measurements of profitability obtained from Madison Dividend's financial statements, Madison Dividend Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Madison Dividend's ability to earn profits and add value for shareholders.
For Madison Dividend profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Madison Dividend to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Madison Dividend Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Madison Dividend's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Madison Dividend Income over time as well as its relative position and ranking within its peers.
  
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Please note, there is a significant difference between Madison Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Madison Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Madison Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Madison Dividend Income Year To Date Return vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Madison Dividend's current stock value. Our valuation model uses many indicators to compare Madison Dividend value to that of its competitors to determine the firm's financial worth.
Madison Dividend Income is fourth largest fund in five year return among similar funds. It also is fourth largest fund in year to date return among similar funds creating about  1.74  of Year To Date Return per Five Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Madison Dividend's earnings, one of the primary drivers of an investment's value.

Madison Year To Date Return vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Madison Dividend

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.25 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Madison Dividend

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
14.38 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Madison Year To Date Return Comparison

Madison Dividend is currently under evaluation in year to date return among similar funds.

Madison Dividend Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Madison Dividend, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Madison Dividend will eventually generate negative long term returns. The profitability progress is the general direction of Madison Dividend's change in net profit over the period of time. It can combine multiple indicators of Madison Dividend, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over 1 billion and a history of paying dividends, with the ability to increase dividends over time. Madison Dividend is traded on NASDAQ Exchange in the United States.

Madison Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Madison Dividend. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Madison Dividend position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Madison Dividend's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Madison Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Use Investing Themes to Complement your Madison Dividend position

In addition to having Madison Dividend in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Munis Funds
Munis Funds Theme
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Munis Funds Theme or any other thematic opportunities.
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Other Information on Investing in Madison Mutual Fund

To fully project Madison Dividend's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Madison Dividend Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Madison Dividend's income statement, its balance sheet, and the statement of cash flows.
Potential Madison Dividend investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Madison Dividend investors may work on each financial statement separately, they are all related. The changes in Madison Dividend's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Madison Dividend's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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