Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCGX (Mercer US Small/Mid Cap Equity Fund Class Y3) | 10.90% | 23.08% | 15.03% | 6.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCGX (Mercer US Small/Mid Cap Equity Fund Class Y3) | 04/15/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 23.08 | 15.03 | 6.50 | NA | NA | NA | … | … | 10.90 | 6.52 | 13.39 | 15.35 | -16.85 | 24.23 | 15.44 | 5.64 |
| Sharpe Ratio | NA | 1.32 | 0.67 | 0.20 | NA | NA | NA | … | … | 1.46 | 0.18 | 0.62 | 0.69 | -0.69 | 1.40 | 0.39 | 0.46 |
| Standard Deviation(%) | NA | 15.50 | 17.63 | 19.58 | NA | NA | NA | … | … | 17.03 | 20.54 | 15.85 | 16.99 | 26.45 | 17.26 | 38.70 | 14.46 |
| Draw Down(%) | NA | 9.22 | 24.28 | 26.12 | NA | NA | NA | … | … | 9.22 | 22.05 | 8.17 | 14.17 | 24.53 | 8.28 | 41.30 | 7.81 |
| Yield(%) | 0.00 | 7.96 | 8.27 | 8.16 | 5.96 | 3.97 | 2.98 | … | … | 0.00 | 7.66 | 11.10 | 4.21 | 6.46 | 21.25 | 3.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCGX (Mercer US Small/Mid Cap Equity Fund Class Y3) |
1.64%
Apr 2021 – Apr 2024 |
5.57%
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 |
|---|---|---|---|---|
| MSCGX (Mercer US Small/Mid Cap Equity Fund Class Y3) |
20.97%
Mar 2020 – Mar 2023 |
15.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart