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CRAIX vs. EXCRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CRAIX vs. EXCRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CCM Community Impact Bond Fund (CRAIX) and Manning & Napier Core Bond Series (EXCRX). The values are adjusted to include any dividend payments, if applicable.

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CRAIX vs. EXCRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CRAIX
CCM Community Impact Bond Fund
-0.12%6.40%1.97%3.98%-10.19%-1.72%3.99%5.44%0.10%2.81%
EXCRX
Manning & Napier Core Bond Series
-0.06%6.82%1.05%5.47%-13.20%-1.89%8.66%8.18%-0.74%2.91%

Returns By Period

In the year-to-date period, CRAIX achieves a -0.12% return, which is significantly lower than EXCRX's -0.06% return. Over the past 10 years, CRAIX has underperformed EXCRX with an annualized return of 1.03%, while EXCRX has yielded a comparatively higher 1.58% annualized return.


CRAIX

1D
-0.10%
1M
-1.34%
YTD
-0.12%
6M
0.86%
1Y
3.69%
3Y*
3.30%
5Y*
0.15%
10Y*
1.03%

EXCRX

1D
0.11%
1M
-1.55%
YTD
-0.06%
6M
0.53%
1Y
3.31%
3Y*
3.35%
5Y*
-0.01%
10Y*
1.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CRAIX vs. EXCRX - Expense Ratio Comparison

CRAIX has a 0.88% expense ratio, which is higher than EXCRX's 0.65% expense ratio.


Return for Risk

CRAIX vs. EXCRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRAIX
CRAIX Risk / Return Rank: 6262
Overall Rank
CRAIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
CRAIX Sortino Ratio Rank: 6767
Sortino Ratio Rank
CRAIX Omega Ratio Rank: 4949
Omega Ratio Rank
CRAIX Calmar Ratio Rank: 7979
Calmar Ratio Rank
CRAIX Martin Ratio Rank: 5353
Martin Ratio Rank

EXCRX
EXCRX Risk / Return Rank: 3131
Overall Rank
EXCRX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EXCRX Sortino Ratio Rank: 3131
Sortino Ratio Rank
EXCRX Omega Ratio Rank: 2222
Omega Ratio Rank
EXCRX Calmar Ratio Rank: 4141
Calmar Ratio Rank
EXCRX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRAIX vs. EXCRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CCM Community Impact Bond Fund (CRAIX) and Manning & Napier Core Bond Series (EXCRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CRAIXEXCRXDifference

Sharpe ratio

Return per unit of total volatility

1.20

0.85

+0.36

Sortino ratio

Return per unit of downside risk

1.79

1.22

+0.56

Omega ratio

Gain probability vs. loss probability

1.22

1.15

+0.07

Calmar ratio

Return relative to maximum drawdown

2.00

1.29

+0.71

Martin ratio

Return relative to average drawdown

5.67

3.59

+2.08

CRAIX vs. EXCRX - Sharpe Ratio Comparison

The current CRAIX Sharpe Ratio is 1.20, which is higher than the EXCRX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of CRAIX and EXCRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CRAIXEXCRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

0.85

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

-0.00

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.33

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.72

-0.16

Correlation

The correlation between CRAIX and EXCRX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CRAIX vs. EXCRX - Dividend Comparison

CRAIX's dividend yield for the trailing twelve months is around 2.79%, less than EXCRX's 4.26% yield.


TTM20252024202320222021202020192018201720162015
CRAIX
CCM Community Impact Bond Fund
2.79%3.01%2.92%2.48%1.61%1.18%1.77%2.32%2.30%2.78%2.28%2.12%
EXCRX
Manning & Napier Core Bond Series
4.26%4.18%3.82%3.64%2.23%2.28%5.15%2.01%2.32%1.94%2.14%2.45%

Drawdowns

CRAIX vs. EXCRX - Drawdown Comparison

The maximum CRAIX drawdown since its inception was -14.53%, smaller than the maximum EXCRX drawdown of -18.70%. Use the drawdown chart below to compare losses from any high point for CRAIX and EXCRX.


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Drawdown Indicators


CRAIXEXCRXDifference

Max Drawdown

Largest peak-to-trough decline

-14.53%

-18.70%

+4.17%

Max Drawdown (1Y)

Largest decline over 1 year

-1.98%

-3.09%

+1.11%

Max Drawdown (5Y)

Largest decline over 5 years

-14.28%

-18.65%

+4.37%

Max Drawdown (10Y)

Largest decline over 10 years

-14.53%

-18.70%

+4.17%

Current Drawdown

Current decline from peak

-1.64%

-3.11%

+1.47%

Average Drawdown

Average peak-to-trough decline

-2.47%

-2.87%

+0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

1.11%

-0.41%

Volatility

CRAIX vs. EXCRX - Volatility Comparison

The current volatility for CCM Community Impact Bond Fund (CRAIX) is 1.20%, while Manning & Napier Core Bond Series (EXCRX) has a volatility of 1.79%. This indicates that CRAIX experiences smaller price fluctuations and is considered to be less risky than EXCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRAIXEXCRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.20%

1.79%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

1.97%

2.73%

-0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

3.27%

4.60%

-1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.56%

5.87%

-1.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.63%

4.83%

-1.20%