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
MCBZX (Manning & Napier Core Bond Series Class Z) -0.47% 3.66% 7.11% -0.04% NA NA NA
Data as of 06/05/2026, Common starting date is 03/07/2019
More Performance Analytics Comparison
Name Start Date End Date
MCBZX (Manning & Napier Core Bond Series Class Z) 03/07/2019 06/05/2026
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 (%) -0.55 3.66 7.11 -0.04 NA NA NA -0.47 7.19 11.57 -3.60 -13.08 -1.78 8.45 6.84
Sharpe Ratio NA 0.53 0.56 -0.28 NA NA NA -0.54 0.91 0.71 -0.60 -1.99 -0.53 1.54 2.02
Standard Deviation(%) NA 4.03 7.81 8.53 NA NA NA 4.30 4.77 11.13 12.19 7.32 3.39 5.31 3.46
Draw Down(%) NA 3.06 5.84 24.67 NA NA NA 3.06 3.10 4.03 14.68 16.85 3.40 7.87 2.13
Yield(%) 0.00 4.20 4.98 3.39 2.65 1.77 1.33 1.38 4.63 4.90 3.98 2.22 2.48 5.52 2.86
Data as of 06/05/2026, Common starting date is 03/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCBZX (Manning & Napier Core Bond Series Class Z) -8.30%
Oct 2020 – Oct 2023
-1.83%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCBZX (Manning & Napier Core Bond Series Class Z) 8.67%
Feb 2023 – Feb 2026
0.55%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return