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
MEYWX (Manning & Napier Equity Series Class W) 0.38% 8.56% 13.17% 7.87% NA NA NA
Data as of 06/11/2026, Common starting date is 03/04/2019
More Performance Analytics Comparison
Name Start Date End Date
MEYWX (Manning & Napier Equity Series Class W) 03/04/2019 06/11/2026
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 (%) -1.42 8.56 13.17 7.87 NA NA NA 0.38 9.92 16.99 25.88 -18.43 26.66 25.03 19.61
Sharpe Ratio NA 0.49 0.66 0.32 NA NA NA -0.17 0.38 1.16 1.74 -0.82 2.02 0.74 1.91
Standard Deviation(%) NA 13.81 14.84 16.93 NA NA NA 15.96 18.70 11.56 12.92 24.25 13.16 33.14 11.78
Draw Down(%) NA 16.22 20.14 25.03 NA NA NA 16.22 19.72 5.05 9.79 24.76 6.76 32.23 5.58
Yield(%) 0.00 14.47 13.18 12.85 11.39 7.59 5.69 0.00 14.73 17.29 6.01 27.30 18.04 10.48 12.25
Data as of 06/11/2026, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEYWX (Manning & Napier Equity Series Class W) 5.53%
Apr 2021 – Apr 2024
6.87%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEYWX (Manning & Napier Equity Series Class W) 18.56%
Mar 2020 – Mar 2023
16.50%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return