MBDFX vs. MCDWX
Compare and contrast key facts about AMG GW&K Core Bond ESG Fund (MBDFX) and Manning & Napier Credit Series (MCDWX).
MBDFX is managed by AMG. It was launched on Apr 30, 1993. MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020.
Performance
MBDFX vs. MCDWX - Performance Comparison
Loading graphics...
MBDFX vs. MCDWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MBDFX AMG GW&K Core Bond ESG Fund | -0.93% | 7.29% | 1.24% | 5.73% | -13.85% | -3.34% | 5.15% |
MCDWX Manning & Napier Credit Series | -0.35% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
Returns By Period
In the year-to-date period, MBDFX achieves a -0.93% return, which is significantly lower than MCDWX's -0.35% return.
MBDFX
- 1D
- 0.56%
- 1M
- -2.70%
- YTD
- -0.93%
- 6M
- 0.00%
- 1Y
- 3.46%
- 3Y*
- 3.27%
- 5Y*
- -0.45%
- 10Y*
- 1.31%
MCDWX
- 1D
- 0.33%
- 1M
- -1.84%
- YTD
- -0.35%
- 6M
- 0.98%
- 1Y
- 4.74%
- 3Y*
- 5.19%
- 5Y*
- 1.76%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MBDFX vs. MCDWX - Expense Ratio Comparison
MBDFX has a 0.56% expense ratio, which is higher than MCDWX's 0.10% expense ratio.
Return for Risk
MBDFX vs. MCDWX — Risk / Return Rank
MBDFX
MCDWX
MBDFX vs. MCDWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Core Bond ESG Fund (MBDFX) and Manning & Napier Credit Series (MCDWX). 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.
| MBDFX | MCDWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.44 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.19 | 2.03 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.37 | -1.06 |
Martin ratioReturn relative to average drawdown | 4.39 | 8.65 | -4.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MBDFX | MCDWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.44 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.38 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.09 |
Correlation
The correlation between MBDFX and MCDWX is 0.91, 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
MBDFX vs. MCDWX - Dividend Comparison
MBDFX's dividend yield for the trailing twelve months is around 3.43%, less than MCDWX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBDFX AMG GW&K Core Bond ESG Fund | 3.43% | 3.66% | 3.50% | 2.92% | 2.16% | 2.35% | 1.84% | 2.40% | 2.30% | 2.10% | 2.06% | 4.17% |
MCDWX Manning & Napier Credit Series | 4.44% | 4.83% | 4.41% | 4.48% | 3.25% | 4.45% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MBDFX vs. MCDWX - Drawdown Comparison
The maximum MBDFX drawdown since its inception was -20.66%, which is greater than MCDWX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for MBDFX and MCDWX.
Loading graphics...
Drawdown Indicators
| MBDFX | MCDWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.66% | -15.96% | -4.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.24% | -2.20% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -20.54% | -15.96% | -4.58% |
Max Drawdown (10Y)Largest decline over 10 years | -20.66% | — | — |
Current DrawdownCurrent decline from peak | -5.35% | -1.84% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -4.24% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.60% | +0.37% |
Volatility
MBDFX vs. MCDWX - Volatility Comparison
AMG GW&K Core Bond ESG Fund (MBDFX) has a higher volatility of 1.64% compared to Manning & Napier Credit Series (MCDWX) at 1.41%. This indicates that MBDFX's price experiences larger fluctuations and is considered to be riskier than MCDWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MBDFX | MCDWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 1.41% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 1.99% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 3.32% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 4.62% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.05% | 4.41% | +0.64% |