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EXEYX vs. RAIIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EXEYX vs. RAIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Manning & Napier Equity Series (EXEYX) and Manning & Napier Rainier International Discovery Series (RAIIX). The values are adjusted to include any dividend payments, if applicable.

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EXEYX vs. RAIIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXEYX
Manning & Napier Equity Series
-13.43%8.77%15.87%24.52%-19.51%25.41%23.74%33.64%-3.94%28.89%
RAIIX
Manning & Napier Rainier International Discovery Series
-2.12%27.00%0.62%6.55%-30.41%14.09%41.45%24.94%-18.03%42.04%

Returns By Period

In the year-to-date period, EXEYX achieves a -13.43% return, which is significantly lower than RAIIX's -2.12% return. Over the past 10 years, EXEYX has outperformed RAIIX with an annualized return of 11.36%, while RAIIX has yielded a comparatively lower 7.61% annualized return.


EXEYX

1D
0.32%
1M
-9.64%
YTD
-13.43%
6M
-10.24%
1Y
0.48%
3Y*
8.22%
5Y*
5.11%
10Y*
11.36%

RAIIX

1D
-0.75%
1M
-12.00%
YTD
-2.12%
6M
-2.81%
1Y
22.60%
3Y*
8.01%
5Y*
1.06%
10Y*
7.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EXEYX vs. RAIIX - Expense Ratio Comparison

EXEYX has a 1.05% expense ratio, which is lower than RAIIX's 1.12% expense ratio.


Return for Risk

EXEYX vs. RAIIX — Risk / Return Rank

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

EXEYX
EXEYX Risk / Return Rank: 55
Overall Rank
EXEYX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
EXEYX Sortino Ratio Rank: 66
Sortino Ratio Rank
EXEYX Omega Ratio Rank: 66
Omega Ratio Rank
EXEYX Calmar Ratio Rank: 55
Calmar Ratio Rank
EXEYX Martin Ratio Rank: 55
Martin Ratio Rank

RAIIX
RAIIX Risk / Return Rank: 7474
Overall Rank
RAIIX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
RAIIX Sortino Ratio Rank: 7777
Sortino Ratio Rank
RAIIX Omega Ratio Rank: 7373
Omega Ratio Rank
RAIIX Calmar Ratio Rank: 7272
Calmar Ratio Rank
RAIIX Martin Ratio Rank: 7171
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.

EXEYX vs. RAIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Equity Series (EXEYX) and Manning & Napier Rainier International Discovery Series (RAIIX). 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.


EXEYXRAIIXDifference

Sharpe ratio

Return per unit of total volatility

0.05

1.41

-1.36

Sortino ratio

Return per unit of downside risk

0.20

1.93

-1.73

Omega ratio

Gain probability vs. loss probability

1.03

1.28

-0.25

Calmar ratio

Return relative to maximum drawdown

-0.09

1.66

-1.75

Martin ratio

Return relative to average drawdown

-0.33

6.76

-7.09

EXEYX vs. RAIIX - Sharpe Ratio Comparison

The current EXEYX Sharpe Ratio is 0.05, which is lower than the RAIIX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of EXEYX and RAIIX, 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


EXEYXRAIIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.05

1.41

-1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.06

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.45

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.56

-0.10

Correlation

The correlation between EXEYX and RAIIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EXEYX vs. RAIIX - Dividend Comparison

EXEYX's dividend yield for the trailing twelve months is around 13.01%, more than RAIIX's 2.89% yield.


TTM20252024202320222021202020192018201720162015
EXEYX
Manning & Napier Equity Series
13.01%11.26%11.88%3.11%13.28%16.60%8.31%10.39%20.49%7.57%4.98%44.53%
RAIIX
Manning & Napier Rainier International Discovery Series
2.89%2.83%0.14%1.31%0.00%11.60%1.67%0.28%0.38%0.13%0.00%0.05%

Drawdowns

EXEYX vs. RAIIX - Drawdown Comparison

The maximum EXEYX drawdown since its inception was -54.49%, which is greater than RAIIX's maximum drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for EXEYX and RAIIX.


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Drawdown Indicators


EXEYXRAIIXDifference

Max Drawdown

Largest peak-to-trough decline

-54.49%

-39.87%

-14.62%

Max Drawdown (1Y)

Largest decline over 1 year

-16.40%

-12.00%

-4.40%

Max Drawdown (5Y)

Largest decline over 5 years

-25.62%

-39.87%

+14.25%

Max Drawdown (10Y)

Largest decline over 10 years

-32.30%

-39.87%

+7.57%

Current Drawdown

Current decline from peak

-16.12%

-12.00%

-4.12%

Average Drawdown

Average peak-to-trough decline

-7.88%

-11.23%

+3.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.45%

2.95%

+1.50%

Volatility

EXEYX vs. RAIIX - Volatility Comparison

The current volatility for Manning & Napier Equity Series (EXEYX) is 4.47%, while Manning & Napier Rainier International Discovery Series (RAIIX) has a volatility of 6.04%. This indicates that EXEYX experiences smaller price fluctuations and is considered to be less risky than RAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXEYXRAIIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

6.04%

-1.57%

Volatility (6M)

Calculated over the trailing 6-month period

10.42%

10.41%

+0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

18.89%

15.50%

+3.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

16.78%

+0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.89%

16.85%

+1.04%