Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MCBWX (Manning & Napier Core Bond Series Class W) 0.16% 4.48% 4.22% 0.39% NA NA NA
Data as of 06/04/2026, Common starting date is 03/06/2019
More Performance Analytics Comparison
Name Start Date End Date
MCBWX (Manning & Napier Core Bond Series Class W) 03/06/2019 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.11 4.48 4.22 0.39 NA NA NA 0.16 7.45 1.79 6.17 -12.76 -1.25 9.31 7.43
Sharpe Ratio NA 0.55 0.24 -0.36 NA NA NA -0.48 0.97 -0.34 0.35 -1.95 -0.38 1.73 2.16
Standard Deviation(%) NA 4.11 5.43 5.87 NA NA NA 4.37 4.72 5.46 7.17 7.30 3.40 5.23 3.55
Draw Down(%) NA 3.00 5.88 17.92 NA NA NA 3.00 2.99 4.05 7.17 16.66 3.42 7.80 2.24
Yield(%) 0.00 4.44 4.53 3.50 2.78 1.85 1.39 1.46 4.88 4.46 4.25 2.46 2.74 5.84 2.87
Data as of 06/04/2026, Common starting date is 03/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCBWX (Manning & Napier Core Bond Series Class W) -4.88%
Oct 2020 – Oct 2023
-0.43%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCBWX (Manning & Napier Core Bond Series Class W) 6.31%
Oct 2022 – Oct 2025
0.98%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return