MCDWX vs. EXEYX
Compare and contrast key facts about Manning & Napier Credit Series (MCDWX) and Manning & Napier Equity Series (EXEYX).
MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020. EXEYX is managed by Manning & Napier. It was launched on May 1, 1998.
Performance
MCDWX vs. EXEYX - Performance Comparison
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MCDWX vs. EXEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MCDWX Manning & Napier Credit Series | -0.13% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
EXEYX Manning & Napier Equity Series | -10.84% | 8.77% | 15.87% | 24.52% | -19.51% | 25.41% | 34.71% |
Returns By Period
In the year-to-date period, MCDWX achieves a -0.13% return, which is significantly higher than EXEYX's -10.84% return.
MCDWX
- 1D
- 0.22%
- 1M
- -1.30%
- YTD
- -0.13%
- 6M
- 0.99%
- 1Y
- 4.63%
- 3Y*
- 5.27%
- 5Y*
- 1.72%
- 10Y*
- —
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%
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MCDWX vs. EXEYX - Expense Ratio Comparison
MCDWX has a 0.10% expense ratio, which is lower than EXEYX's 1.05% expense ratio.
Return for Risk
MCDWX vs. EXEYX — Risk / Return Rank
MCDWX
EXEYX
MCDWX vs. EXEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Credit Series (MCDWX) and Manning & Napier Equity Series (EXEYX). 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.
| MCDWX | EXEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.18 | +1.32 |
Sortino ratioReturn per unit of downside risk | 2.12 | 0.40 | +1.72 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.05 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 0.24 | +2.03 |
Martin ratioReturn relative to average drawdown | 8.14 | 0.85 | +7.29 |
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
| MCDWX | EXEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.18 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.32 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.47 | +0.11 |
Correlation
The correlation between MCDWX and EXEYX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MCDWX vs. EXEYX - Dividend Comparison
MCDWX's dividend yield for the trailing twelve months is around 4.43%, less than EXEYX's 12.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCDWX Manning & Napier Credit Series | 4.43% | 4.83% | 4.41% | 4.48% | 3.25% | 4.45% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
MCDWX vs. EXEYX - Drawdown Comparison
The maximum MCDWX drawdown since its inception was -15.96%, smaller than the maximum EXEYX drawdown of -54.49%. Use the drawdown chart below to compare losses from any high point for MCDWX and EXEYX.
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Drawdown Indicators
| MCDWX | EXEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -54.49% | +38.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -16.40% | +14.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.96% | -25.62% | +9.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.30% | — |
Current DrawdownCurrent decline from peak | -1.63% | -13.62% | +11.99% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -7.88% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 4.53% | -3.92% |
Volatility
MCDWX vs. EXEYX - Volatility Comparison
The current volatility for Manning & Napier Credit Series (MCDWX) is 1.42%, while Manning & Napier Equity Series (EXEYX) has a volatility of 5.63%. This indicates that MCDWX experiences smaller price fluctuations and is considered to be less risky than EXEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCDWX | EXEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 5.63% | -4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.00% | 10.84% | -8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 19.08% | -15.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 16.86% | -12.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.41% | 17.91% | -13.50% |