MCDWX vs. NCRLX
Compare and contrast key facts about Manning & Napier Credit Series (MCDWX) and Neuberger Berman Core Bond Fund (NCRLX).
MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020. NCRLX is managed by Neuberger Berman. It was launched on Sep 29, 1995.
Performance
MCDWX vs. NCRLX - Performance Comparison
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MCDWX vs. NCRLX - 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% |
NCRLX Neuberger Berman Core Bond Fund | -0.38% | 7.24% | 1.90% | 5.69% | -14.36% | -1.07% | 6.34% |
Returns By Period
In the year-to-date period, MCDWX achieves a -0.13% return, which is significantly higher than NCRLX's -0.38% return.
MCDWX
- 1D
- 0.22%
- 1M
- -1.30%
- YTD
- -0.13%
- 6M
- 0.99%
- 1Y
- 4.63%
- 3Y*
- 5.27%
- 5Y*
- 1.72%
- 10Y*
- —
NCRLX
- 1D
- 0.11%
- 1M
- -1.78%
- YTD
- -0.38%
- 6M
- 0.18%
- 1Y
- 3.82%
- 3Y*
- 3.62%
- 5Y*
- -0.04%
- 10Y*
- 1.87%
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MCDWX vs. NCRLX - Expense Ratio Comparison
MCDWX has a 0.10% expense ratio, which is lower than NCRLX's 0.39% expense ratio.
Return for Risk
MCDWX vs. NCRLX — Risk / Return Rank
MCDWX
NCRLX
MCDWX vs. NCRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Credit Series (MCDWX) and Neuberger Berman Core Bond Fund (NCRLX). 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 | NCRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.93 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.35 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.79 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.14 | 5.39 | +2.75 |
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 | NCRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.93 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | -0.01 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.49 | +0.09 |
Correlation
The correlation between MCDWX and NCRLX is 0.90, 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. NCRLX - Dividend Comparison
MCDWX's dividend yield for the trailing twelve months is around 4.43%, more than NCRLX's 4.35% 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% |
NCRLX Neuberger Berman Core Bond Fund | 4.35% | 4.68% | 4.76% | 3.90% | 2.63% | 2.47% | 4.76% | 3.37% | 3.00% | 2.80% | 3.37% | 3.15% |
Drawdowns
MCDWX vs. NCRLX - Drawdown Comparison
The maximum MCDWX drawdown since its inception was -15.96%, smaller than the maximum NCRLX drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for MCDWX and NCRLX.
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Drawdown Indicators
| MCDWX | NCRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -19.21% | +3.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -2.88% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -15.96% | -19.21% | +3.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.21% | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.69% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -3.82% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 0.96% | -0.35% |
Volatility
MCDWX vs. NCRLX - Volatility Comparison
The current volatility for Manning & Napier Credit Series (MCDWX) is 1.42%, while Neuberger Berman Core Bond Fund (NCRLX) has a volatility of 1.58%. This indicates that MCDWX experiences smaller price fluctuations and is considered to be less risky than NCRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCDWX | NCRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.58% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.00% | 2.65% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 4.42% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 5.99% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.41% | 4.98% | -0.57% |