EXBAX vs. SCLAX
Compare and contrast key facts about Manning & Napier Pro-Blend Moderate Term Series (EXBAX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX).
EXBAX is managed by Manning & Napier. It was launched on Sep 14, 1993. SCLAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
EXBAX vs. SCLAX - Performance Comparison
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EXBAX vs. SCLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXBAX Manning & Napier Pro-Blend Moderate Term Series | -3.39% | 9.29% | 6.11% | 11.13% | -14.52% | 7.97% | 14.96% | 16.15% | -3.54% | 11.59% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | -0.20% | 6.49% | 4.92% | 6.96% | -3.74% | 1.72% | 3.30% | 7.91% | -0.67% | 3.88% |
Returns By Period
In the year-to-date period, EXBAX achieves a -3.39% return, which is significantly lower than SCLAX's -0.20% return. Over the past 10 years, EXBAX has outperformed SCLAX with an annualized return of 5.24%, while SCLAX has yielded a comparatively lower 3.00% annualized return.
EXBAX
- 1D
- 1.53%
- 1M
- -3.99%
- YTD
- -3.39%
- 6M
- -1.52%
- 1Y
- 4.61%
- 3Y*
- 5.93%
- 5Y*
- 2.33%
- 10Y*
- 5.24%
SCLAX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.79%
- 1Y
- 4.99%
- 3Y*
- 5.44%
- 5Y*
- 3.07%
- 10Y*
- 3.00%
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EXBAX vs. SCLAX - Expense Ratio Comparison
EXBAX has a 1.07% expense ratio, which is higher than SCLAX's 0.62% expense ratio.
Return for Risk
EXBAX vs. SCLAX — Risk / Return Rank
EXBAX
SCLAX
EXBAX vs. SCLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Pro-Blend Moderate Term Series (EXBAX) and SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX). 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.
| EXBAX | SCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.96 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.92 | 2.75 | -1.83 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.39 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.24 | -1.56 |
Martin ratioReturn relative to average drawdown | 2.93 | 9.02 | -6.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXBAX | SCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.96 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 1.01 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 1.10 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.96 | -0.50 |
Correlation
The correlation between EXBAX and SCLAX is 0.77, 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
EXBAX vs. SCLAX - Dividend Comparison
EXBAX's dividend yield for the trailing twelve months is around 5.97%, more than SCLAX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXBAX Manning & Napier Pro-Blend Moderate Term Series | 5.97% | 5.77% | 4.57% | 2.27% | 0.99% | 6.67% | 6.31% | 4.83% | 5.08% | 6.09% | 1.81% | 0.58% |
SCLAX SEI Institutional Managed Trust Multi-Asset Capital Stability Fund | 1.88% | 1.88% | 7.87% | 4.06% | 1.90% | 2.79% | 1.01% | 4.67% | 0.54% | 3.77% | 0.69% | 1.18% |
Drawdowns
EXBAX vs. SCLAX - Drawdown Comparison
The maximum EXBAX drawdown since its inception was -29.86%, which is greater than SCLAX's maximum drawdown of -5.59%. Use the drawdown chart below to compare losses from any high point for EXBAX and SCLAX.
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Drawdown Indicators
| EXBAX | SCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.86% | -5.59% | -24.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -2.32% | -5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -19.23% | -5.59% | -13.64% |
Max Drawdown (10Y)Largest decline over 10 years | -19.23% | -5.59% | -13.64% |
Current DrawdownCurrent decline from peak | -5.54% | -1.84% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -1.15% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 0.58% | +1.12% |
Volatility
EXBAX vs. SCLAX - Volatility Comparison
Manning & Napier Pro-Blend Moderate Term Series (EXBAX) has a higher volatility of 3.47% compared to SEI Institutional Managed Trust Multi-Asset Capital Stability Fund (SCLAX) at 1.19%. This indicates that EXBAX's price experiences larger fluctuations and is considered to be riskier than SCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXBAX | SCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 1.19% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.24% | 2.01% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 2.66% | +5.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.53% | 3.07% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.61% | 2.75% | +4.86% |