EXCRX vs. SCCIX
EXCRX (Manning & Napier Core Bond Series) and SCCIX (Carillon Reams Core Bond Fund) are both Intermediate Core Bond funds. Over the past 10 years, EXCRX returned 1.37%/yr vs 2.22%/yr for SCCIX. Their correlation of 0.86 suggests significant overlap in exposure. EXCRX charges 0.65%/yr vs 0.40%/yr for SCCIX.
Performance
EXCRX vs. SCCIX - Performance Comparison
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Returns By Period
In the year-to-date period, EXCRX achieves a 0.04% return, which is significantly lower than SCCIX's 0.30% return. Over the past 10 years, EXCRX has underperformed SCCIX with an annualized return of 1.37%, while SCCIX has yielded a comparatively higher 2.22% annualized return.
EXCRX
- 1D
- 0.00%
- 1M
- -0.29%
- 6M
- -0.07%
- YTD
- 0.04%
- 1Y
- 3.69%
- 3Y*
- 4.00%
- 5Y*
- -0.42%
- 10Y*
- 1.37%
SCCIX
- 1D
- -0.09%
- 1M
- -0.19%
- 6M
- 0.03%
- YTD
- 0.30%
- 1Y
- 4.54%
- 3Y*
- 4.30%
- 5Y*
- -0.01%
- 10Y*
- 2.22%
EXCRX vs. SCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXCRX Manning & Napier Core Bond Series | 0.04% | 6.82% | 1.05% | 5.47% | -13.20% | -1.89% | 8.66% | 8.18% | -0.74% | 2.91% |
SCCIX Carillon Reams Core Bond Fund | 0.30% | 7.63% | 1.45% | 5.41% | -13.22% | -1.96% | 15.39% | 7.96% | 1.24% | 3.40% |
Correlation
The correlation between EXCRX and SCCIX is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2005 | 0.86 |
The correlation between EXCRX and SCCIX has been stable across timeframes, ranging from 0.86 to 0.95 - a consistent structural relationship.
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Return for Risk
EXCRX vs. SCCIX — Risk / Return Rank
EXCRX
SCCIX
EXCRX vs. SCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Core Bond Series (EXCRX) and Carillon Reams Core Bond Fund (SCCIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXCRX | SCCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.34 | -0.29 |
| Martin ratioReturn relative to average drawdown | 2.94 | 3.81 | -0.87 |
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Drawdowns
EXCRX vs. SCCIX - Drawdown Comparison
The maximum EXCRX drawdown since its inception was -18.70%, smaller than the maximum SCCIX drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for EXCRX and SCCIX.
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Drawdown Indicators
| EXCRX | SCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.70% | -22.19% | +3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -3.04% | -0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | -7.40% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -18.25% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -18.70% | -19.25% | +0.55% |
Current DrawdownCurrent decline from peak | -3.01% | -1.78% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -3.48% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 1.07% | +0.04% |
Volatility
EXCRX vs. SCCIX - Volatility Comparison
Manning & Napier Core Bond Series (EXCRX) and Carillon Reams Core Bond Fund (SCCIX) have volatilities of 1.30% and 1.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXCRX | SCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 1.30% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.15% | 3.09% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.00% | 4.06% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 6.37% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 5.20% | -0.33% |
EXCRX vs. SCCIX - Expense Ratio Comparison
EXCRX has a 0.65% expense ratio, which is higher than SCCIX's 0.40% expense ratio.
Dividends
EXCRX vs. SCCIX - Dividend Comparison
EXCRX's dividend yield for the trailing twelve months is around 4.24%, less than SCCIX's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXCRX Manning & Napier Core Bond Series | 4.24% | 4.18% | 3.82% | 3.64% | 2.23% | 2.28% | 5.15% | 2.01% | 2.32% | 1.94% | 2.14% | 2.45% |
SCCIX Carillon Reams Core Bond Fund | 4.32% | 4.34% | 4.39% | 3.82% | 2.36% | 1.13% | 3.13% | 4.39% | 2.26% | 1.75% | 3.86% | 1.66% |
Frequently Asked Questions
With a correlation of 0.95, EXCRX and SCCIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SCCIX has higher volatility (1.30%) compared to EXCRX (1.30%). In terms of maximum drawdown, EXCRX dropped -18.70% vs SCCIX's -22.19%.
SCCIX currently has the higher Sharpe Ratio (1.00 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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