Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNEIX (EQUITY INCOME SERIES CLASS I) | NA | -7.03% | 2.48% | 3.54% | NA | NA | NA | … | … |
Data as of 11/20/2019, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNEIX (EQUITY INCOME SERIES CLASS I) | 01/06/2014 | 11/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.18 | -7.03 | 2.48 | 3.54 | NA | NA | NA | … | … | 26.49 | -12.87 | 15.30 | 15.14 | -2.99 | 12.46 |
| Sharpe Ratio | NA | 1.30 | 0.89 | 0.63 | NA | NA | NA | … | … | 2.66 | -0.87 | 2.06 | 1.09 | -0.21 | 1.30 |
| Standard Deviation(%) | NA | 12.64 | 11.33 | 12.57 | NA | NA | NA | … | … | 10.78 | 16.27 | 7.15 | 13.64 | 14.41 | 9.66 |
| Draw Down(%) | NA | 14.81 | 17.64 | 17.64 | NA | NA | NA | … | … | 5.21 | 21.42 | 2.94 | 9.28 | 13.39 | 8.14 |
| Yield(%) | 0.00 | 5.04 | 5.14 | 4.79 | 2.66 | 1.78 | 1.33 | … | … | 0.75 | 5.45 | 4.64 | 6.83 | 3.03 | 3.85 |
Data as of 11/20/2019, Common starting date is 01/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNEIX (EQUITY INCOME SERIES CLASS I) |
5.35%
Aug 2014 – Aug 2017 |
6.31%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNEIX (EQUITY INCOME SERIES CLASS I) |
13.28%
Sep 2015 – Sep 2018 |
8.55%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart