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
MN (Manning & Napier Inc) NA 39.21% 101.03% 32.23% 5.62% NA NA
Data as of 10/28/2022, Common starting date is 11/18/2011
More Performance Analytics Comparison
Name Start Date End Date
MN (Manning & Napier Inc) 11/18/2011 10/28/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 39.21 101.03 32.23 5.62 NA NA 57.69 34.81 260.34 -1.14 -51.11 -52.32 -11.07 -38.57 -21.70 40.08 0.88 4.08
Sharpe Ratio NA 0.79 1.53 0.52 0.11 NA NA 1.61 0.79 2.72 -0.53 -1.39 -1.72 -0.98 -1.16 -1.51 0.75 -0.59 -0.12
Standard Deviation(%) NA 47.92 65.42 59.88 50.50 NA NA 45.09 44.09 94.80 46.43 52.43 41.73 45.87 49.42 26.63 28.55 30.42 27.21
Draw Down(%) NA 23.16 49.75 72.39 91.77 NA NA 13.28 27.23 49.75 47.52 60.48 62.11 40.86 48.70 26.28 25.29 21.33 5.15
Yield(%) 0.00 2.09 5.72 3.54 3.31 2.66 2.00 1.85 1.54 2.26 4.30 8.65 5.06 11.09 5.22 4.99 4.84 3.84 0.00
Data as of 10/28/2022, Common starting date is 11/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MN (Manning & Napier Inc) -38.66%
Jun 2016 – Jun 2019
-33.03%
Jul 2014 – Jul 2019
0.91%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MN (Manning & Napier Inc) 106.63%
Jul 2019 – Jul 2022
35.04%
Aug 2017 – Aug 2022
6.62%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return