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EXHAX vs. MNBAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EXHAX vs. MNBAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Manning & Napier Pro-Blend Maximum Term Series (EXHAX) and Manning & Napier Pro-Blend Extended Term Series (MNBAX). The values are adjusted to include any dividend payments, if applicable.

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EXHAX vs. MNBAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXHAX
Manning & Napier Pro-Blend Maximum Term Series
-9.38%12.05%11.86%19.08%-20.33%18.37%22.11%27.69%-6.52%24.27%
MNBAX
Manning & Napier Pro-Blend Extended Term Series
-6.16%10.01%7.16%13.16%-16.70%11.27%17.65%19.30%-4.31%14.90%

Returns By Period

In the year-to-date period, EXHAX achieves a -9.38% return, which is significantly lower than MNBAX's -6.16% return. Over the past 10 years, EXHAX has outperformed MNBAX with an annualized return of 8.97%, while MNBAX has yielded a comparatively lower 6.19% annualized return.


EXHAX

1D
0.31%
1M
-9.52%
YTD
-9.38%
6M
-5.53%
1Y
4.08%
3Y*
8.00%
5Y*
3.98%
10Y*
8.97%

MNBAX

1D
0.39%
1M
-6.99%
YTD
-6.16%
6M
-3.55%
1Y
3.07%
3Y*
5.83%
5Y*
2.51%
10Y*
6.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EXHAX vs. MNBAX - Expense Ratio Comparison

EXHAX has a 1.10% expense ratio, which is higher than MNBAX's 1.02% expense ratio.


Return for Risk

EXHAX vs. MNBAX — Risk / Return Rank

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

EXHAX
EXHAX Risk / Return Rank: 1010
Overall Rank
EXHAX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EXHAX Sortino Ratio Rank: 1010
Sortino Ratio Rank
EXHAX Omega Ratio Rank: 1010
Omega Ratio Rank
EXHAX Calmar Ratio Rank: 1010
Calmar Ratio Rank
EXHAX Martin Ratio Rank: 1111
Martin Ratio Rank

MNBAX
MNBAX Risk / Return Rank: 1111
Overall Rank
MNBAX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
MNBAX Sortino Ratio Rank: 1010
Sortino Ratio Rank
MNBAX Omega Ratio Rank: 99
Omega Ratio Rank
MNBAX Calmar Ratio Rank: 1111
Calmar Ratio Rank
MNBAX Martin Ratio Rank: 1212
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.

EXHAX vs. MNBAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Pro-Blend Maximum Term Series (EXHAX) and Manning & Napier Pro-Blend Extended Term Series (MNBAX). 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.


EXHAXMNBAXDifference

Sharpe ratio

Return per unit of total volatility

0.26

0.30

-0.04

Sortino ratio

Return per unit of downside risk

0.49

0.50

-0.01

Omega ratio

Gain probability vs. loss probability

1.06

1.06

0.00

Calmar ratio

Return relative to maximum drawdown

0.19

0.25

-0.05

Martin ratio

Return relative to average drawdown

0.80

1.05

-0.25

EXHAX vs. MNBAX - Sharpe Ratio Comparison

The current EXHAX Sharpe Ratio is 0.26, which is comparable to the MNBAX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of EXHAX and MNBAX, 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


EXHAXMNBAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

0.30

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.27

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.64

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.45

-0.05

Correlation

The correlation between EXHAX and MNBAX is 0.96, 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

EXHAX vs. MNBAX - Dividend Comparison

EXHAX's dividend yield for the trailing twelve months is around 11.72%, more than MNBAX's 10.81% yield.


TTM20252024202320222021202020192018201720162015
EXHAX
Manning & Napier Pro-Blend Maximum Term Series
11.72%10.62%6.41%2.13%10.95%6.01%3.28%5.21%10.32%7.83%2.08%1.27%
MNBAX
Manning & Napier Pro-Blend Extended Term Series
10.81%10.14%4.23%1.81%3.68%5.12%6.49%4.49%5.73%6.53%1.15%2.05%

Drawdowns

EXHAX vs. MNBAX - Drawdown Comparison

The maximum EXHAX drawdown since its inception was -51.96%, which is greater than MNBAX's maximum drawdown of -39.62%. Use the drawdown chart below to compare losses from any high point for EXHAX and MNBAX.


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Drawdown Indicators


EXHAXMNBAXDifference

Max Drawdown

Largest peak-to-trough decline

-51.96%

-39.62%

-12.34%

Max Drawdown (1Y)

Largest decline over 1 year

-13.33%

-9.23%

-4.10%

Max Drawdown (5Y)

Largest decline over 5 years

-27.63%

-21.95%

-5.68%

Max Drawdown (10Y)

Largest decline over 10 years

-29.53%

-21.95%

-7.58%

Current Drawdown

Current decline from peak

-13.06%

-8.87%

-4.19%

Average Drawdown

Average peak-to-trough decline

-8.88%

-6.68%

-2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.22%

2.17%

+1.05%

Volatility

EXHAX vs. MNBAX - Volatility Comparison

Manning & Napier Pro-Blend Maximum Term Series (EXHAX) has a higher volatility of 4.53% compared to Manning & Napier Pro-Blend Extended Term Series (MNBAX) at 3.40%. This indicates that EXHAX's price experiences larger fluctuations and is considered to be riskier than MNBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXHAXMNBAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

3.40%

+1.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.98%

6.27%

+2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

15.78%

10.29%

+5.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.36%

9.38%

+4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.22%

9.66%

+5.56%