Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOFIX (Mercer Opportunistic Fixed Income Fund Class Y-3) | -0.35% | 4.05% | 5.77% | 1.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOFIX (Mercer Opportunistic Fixed Income Fund Class Y-3) | 02/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 4.05 | 5.77 | 1.58 | NA | NA | NA | … | … | -0.35 | 5.08 | 2.22 | 12.22 | -11.48 | -1.15 |
| Sharpe Ratio | NA | 0.78 | 0.74 | -0.16 | NA | NA | NA | … | … | -0.60 | 0.60 | -0.35 | 1.47 | -2.08 | -0.45 |
| Standard Deviation(%) | NA | 2.91 | 4.21 | 4.69 | NA | NA | NA | … | … | 3.68 | 3.78 | 4.04 | 5.86 | 6.24 | 2.88 |
| Draw Down(%) | NA | 2.95 | 5.44 | 19.00 | NA | NA | NA | … | … | 2.95 | 2.89 | 3.51 | 5.44 | 17.15 | 3.64 |
| Yield(%) | 0.00 | 4.52 | 5.87 | 4.29 | 2.20 | 1.47 | 1.10 | … | … | 1.19 | 3.44 | 6.65 | 6.77 | 3.26 | 3.99 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MOFIX (Mercer Opportunistic Fixed Income Fund Class Y-3) |
-0.83%
Apr 2021 – Apr 2024 |
1.78%
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 |
|---|---|---|---|---|
| MOFIX (Mercer Opportunistic Fixed Income Fund Class Y-3) |
9.13%
Oct 2022 – Oct 2025 |
1.99%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart