Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFIX (Mercer Core Fixed Income Fund Class Y3) | -1.16% | 2.59% | 3.75% | -0.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFIX (Mercer Core Fixed Income Fund Class Y3) | 02/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 2.59 | 3.75 | -0.11 | NA | NA | NA | … | … | -1.16 | 6.65 | 2.02 | 6.47 | -13.69 | -0.22 |
| Sharpe Ratio | NA | 0.17 | 0.16 | -0.43 | NA | NA | NA | … | … | -1.19 | 0.86 | -0.29 | 0.39 | -2.01 | -0.08 |
| Standard Deviation(%) | NA | 3.78 | 5.40 | 5.91 | NA | NA | NA | … | … | 4.02 | 4.38 | 5.56 | 7.28 | 7.55 | 3.42 |
| Draw Down(%) | NA | 3.75 | 6.32 | 18.72 | NA | NA | NA | … | … | 3.75 | 2.76 | 3.91 | 7.24 | 17.55 | 2.89 |
| Yield(%) | 0.00 | 4.30 | 4.15 | 3.12 | 1.54 | 1.03 | 0.77 | … | … | 0.40 | 4.00 | 4.46 | 3.76 | 2.79 | 2.39 |
Data as of 06/04/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFIX (Mercer Core Fixed Income Fund Class Y3) |
-3.28%
Apr 2021 – Apr 2024 |
-0.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFIX (Mercer Core Fixed Income Fund Class Y3) |
5.95%
Oct 2022 – Oct 2025 |
0.26%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart