MCDWX vs. MBDFX
Compare and contrast key facts about Manning & Napier Credit Series (MCDWX) and AMG GW&K Core Bond ESG Fund (MBDFX).
MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020. MBDFX is managed by AMG. It was launched on Apr 30, 1993.
Performance
MCDWX vs. MBDFX - Performance Comparison
Loading graphics...
MCDWX vs. MBDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MCDWX Manning & Napier Credit Series | -0.35% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
MBDFX AMG GW&K Core Bond ESG Fund | -0.71% | 7.29% | 1.24% | 5.73% | -13.85% | -3.34% | 5.15% |
Returns By Period
In the year-to-date period, MCDWX achieves a -0.35% return, which is significantly higher than MBDFX's -0.71% return.
MCDWX
- 1D
- 0.33%
- 1M
- -1.84%
- YTD
- -0.35%
- 6M
- 0.98%
- 1Y
- 4.74%
- 3Y*
- 5.19%
- 5Y*
- 1.76%
- 10Y*
- —
MBDFX
- 1D
- 0.22%
- 1M
- -2.06%
- YTD
- -0.71%
- 6M
- 0.01%
- 1Y
- 3.46%
- 3Y*
- 3.35%
- 5Y*
- -0.49%
- 10Y*
- 1.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MCDWX vs. MBDFX - Expense Ratio Comparison
MCDWX has a 0.10% expense ratio, which is lower than MBDFX's 0.56% expense ratio.
Return for Risk
MCDWX vs. MBDFX — Risk / Return Rank
MCDWX
MBDFX
MCDWX vs. MBDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Credit Series (MCDWX) and AMG GW&K Core Bond ESG Fund (MBDFX). 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 | MBDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.85 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.19 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.42 | +0.95 |
Martin ratioReturn relative to average drawdown | 8.65 | 4.72 | +3.93 |
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
| MCDWX | MBDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.85 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | -0.08 | +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 | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between MCDWX and MBDFX 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
MCDWX vs. MBDFX - Dividend Comparison
MCDWX's dividend yield for the trailing twelve months is around 4.44%, more than MBDFX's 3.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
MCDWX vs. MBDFX - Drawdown Comparison
The maximum MCDWX drawdown since its inception was -15.96%, smaller than the maximum MBDFX drawdown of -20.66%. Use the drawdown chart below to compare losses from any high point for MCDWX and MBDFX.
Loading graphics...
Drawdown Indicators
| MCDWX | MBDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -20.66% | +4.70% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -3.24% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -15.96% | -20.54% | +4.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.66% | — |
Current DrawdownCurrent decline from peak | -1.84% | -5.14% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -3.96% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.98% | -0.38% |
Volatility
MCDWX vs. MBDFX - Volatility Comparison
The current volatility for Manning & Napier Credit Series (MCDWX) is 1.41%, while AMG GW&K Core Bond ESG Fund (MBDFX) has a volatility of 1.64%. This indicates that MCDWX experiences smaller price fluctuations and is considered to be less risky than MBDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MCDWX | MBDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 1.64% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | 2.65% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.32% | 4.39% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 6.13% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.41% | 5.05% | -0.64% |