EXEYX vs. EFCNX
Compare and contrast key facts about Manning & Napier Equity Series (EXEYX) and Emerald Insights Fund (EFCNX).
EXEYX is managed by Manning & Napier. It was launched on May 1, 1998. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
EXEYX vs. EFCNX - Performance Comparison
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EXEYX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXEYX Manning & Napier Equity Series | -10.84% | 8.77% | 15.87% | 24.52% | -19.51% | 25.41% | 23.74% | 33.64% | -3.94% | 28.89% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Returns By Period
Over the past 10 years, EXEYX has underperformed EFCNX with an annualized return of 11.69%, while EFCNX has yielded a comparatively higher 16.72% annualized return.
EXEYX
- 1D
- 2.99%
- 1M
- -6.80%
- YTD
- -10.84%
- 6M
- -7.56%
- 1Y
- 3.03%
- 3Y*
- 9.29%
- 5Y*
- 5.43%
- 10Y*
- 11.69%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
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EXEYX vs. EFCNX - Expense Ratio Comparison
EXEYX has a 1.05% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
Return for Risk
EXEYX vs. EFCNX — Risk / Return Rank
EXEYX
EFCNX
EXEYX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Equity Series (EXEYX) and Emerald Insights Fund (EFCNX). 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.
| EXEYX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 2.43 | -2.25 |
Sortino ratioReturn per unit of downside risk | 0.40 | 3.41 | -3.01 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.84 | -0.79 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 0.87 | -0.63 |
Martin ratioReturn relative to average drawdown | 0.85 | 3.10 | -2.25 |
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
| EXEYX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 2.43 | -2.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.50 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.74 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.16 |
Correlation
The correlation between EXEYX and EFCNX is 0.85, 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
EXEYX vs. EFCNX - Dividend Comparison
EXEYX's dividend yield for the trailing twelve months is around 12.63%, more than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXEYX Manning & Napier Equity Series | 12.63% | 11.26% | 11.88% | 3.11% | 13.28% | 16.60% | 8.31% | 10.39% | 20.49% | 7.57% | 4.98% | 44.53% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
EXEYX vs. EFCNX - Drawdown Comparison
The maximum EXEYX drawdown since its inception was -54.49%, which is greater than EFCNX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for EXEYX and EFCNX.
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Drawdown Indicators
| EXEYX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.49% | -38.34% | -16.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -14.32% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.62% | -38.34% | +12.72% |
Max Drawdown (10Y)Largest decline over 10 years | -32.30% | -38.34% | +6.04% |
Current DrawdownCurrent decline from peak | -13.62% | 0.00% | -13.62% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -8.74% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 7.45% | -2.92% |
Volatility
EXEYX vs. EFCNX - Volatility Comparison
Manning & Napier Equity Series (EXEYX) has a higher volatility of 5.63% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that EXEYX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXEYX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 0.00% | +5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 5.20% | +5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 22.14% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 23.15% | -6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.91% | 22.85% | -4.94% |