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
MCDWX (Manning & Napier Credit Series Class W) 0.26% 4.68% 5.59% 1.59% NA NA NA
Data as of 06/05/2026, Common starting date is 04/15/2020
More Performance Analytics Comparison
Name Start Date End Date
MCDWX (Manning & Napier Credit Series Class W) 04/15/2020 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
Annualized Return (%) -0.44 4.68 5.59 1.59 NA NA NA 0.26 7.60 4.57 7.30 -11.05 -0.08 8.77
Sharpe Ratio NA 1.01 0.68 -0.17 NA NA NA -0.25 1.39 0.23 0.64 -2.12 -0.04 3.96
Standard Deviation(%) NA 2.94 4.16 4.62 NA NA NA 3.15 3.40 4.13 5.74 5.90 2.97 3.12
Draw Down(%) NA 1.75 4.23 15.96 NA NA NA 1.75 2.20 2.19 4.73 14.86 2.50 1.40
Yield(%) 0.00 4.52 4.83 4.02 2.42 1.61 1.21 1.47 4.97 4.83 4.58 2.80 4.27 2.73
Data as of 06/05/2026, Common starting date is 04/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCDWX (Manning & Napier Credit Series Class W) -2.93%
Oct 2020 – Oct 2023
1.25%
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
MCDWX (Manning & Napier Credit Series Class W) 7.50%
Oct 2022 – Oct 2025
2.03%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return