MCDWX vs. WFBIX
Compare and contrast key facts about Manning & Napier Credit Series (MCDWX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
MCDWX vs. WFBIX - Performance Comparison
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MCDWX vs. WFBIX - 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.24% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 2.91% |
Returns By Period
In the year-to-date period, MCDWX achieves a -0.13% return, which is significantly higher than WFBIX's -0.24% return.
MCDWX
- 1D
- 0.22%
- 1M
- -1.30%
- YTD
- -0.13%
- 6M
- 0.99%
- 1Y
- 4.63%
- 3Y*
- 5.27%
- 5Y*
- 1.72%
- 10Y*
- —
WFBIX
- 1D
- 0.22%
- 1M
- -1.62%
- YTD
- -0.24%
- 6M
- 0.51%
- 1Y
- 3.70%
- 3Y*
- 4.82%
- 5Y*
- 0.96%
- 10Y*
- 2.00%
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MCDWX vs. WFBIX - Expense Ratio Comparison
MCDWX has a 0.10% expense ratio, which is higher than WFBIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MCDWX vs. WFBIX — Risk / Return Rank
MCDWX
WFBIX
MCDWX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Credit Series (MCDWX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.92 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.32 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.60 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.14 | 4.49 | +3.65 |
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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.92 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.15 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.94 | -0.37 |
Correlation
The correlation between MCDWX and WFBIX 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. WFBIX - Dividend Comparison
MCDWX's dividend yield for the trailing twelve months is around 4.43%, more than WFBIX's 3.53% 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.53% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
MCDWX vs. WFBIX - Drawdown Comparison
The maximum MCDWX drawdown since its inception was -15.96%, smaller than the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for MCDWX and WFBIX.
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Drawdown Indicators
| MCDWX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -18.68% | +2.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -2.80% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.96% | -17.84% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.68% | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.15% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -2.27% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 1.00% | -0.39% |
Volatility
MCDWX vs. WFBIX - Volatility Comparison
The current volatility for Manning & Napier Credit Series (MCDWX) is 1.42%, while iShares U.S. Aggregate Bond Index Fund (WFBIX) has a volatility of 1.55%. This indicates that MCDWX experiences smaller price fluctuations and is considered to be less risky than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCDWX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.55% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.00% | 2.59% | -0.59% |
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% | 6.37% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.41% | 5.15% | -0.74% |