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MNBAX vs. EXHAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MNBAX vs. EXHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Manning & Napier Pro-Blend Extended Term Series (MNBAX) and Manning & Napier Pro-Blend Maximum Term Series (EXHAX). The values are adjusted to include any dividend payments, if applicable.

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MNBAX vs. EXHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MNBAX
Manning & Napier Pro-Blend Extended Term Series
-6.16%10.01%7.16%13.16%-16.70%11.27%17.65%19.30%-4.31%14.90%
EXHAX
Manning & Napier Pro-Blend Maximum Term Series
-9.38%12.05%11.86%19.08%-20.33%18.37%22.11%27.69%-6.52%24.27%

Returns By Period

In the year-to-date period, MNBAX achieves a -6.16% return, which is significantly higher than EXHAX's -9.38% return. Over the past 10 years, MNBAX has underperformed EXHAX with an annualized return of 6.19%, while EXHAX has yielded a comparatively higher 8.97% annualized return.


MNBAX

1D
0.39%
1M
-6.99%
YTD
-6.16%
6M
-3.55%
1Y
3.07%
3Y*
5.83%
5Y*
2.51%
10Y*
6.19%

EXHAX

1D
0.31%
1M
-9.52%
YTD
-9.38%
6M
-5.53%
1Y
4.08%
3Y*
8.00%
5Y*
3.98%
10Y*
8.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MNBAX vs. EXHAX - Expense Ratio Comparison

MNBAX has a 1.02% expense ratio, which is lower than EXHAX's 1.10% expense ratio.


Return for Risk

MNBAX vs. EXHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MNBAX
MNBAX Risk / Return Rank: 1111
Overall Rank
MNBAX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
MNBAX Sortino Ratio Rank: 1010
Sortino Ratio Rank
MNBAX Omega Ratio Rank: 99
Omega Ratio Rank
MNBAX Calmar Ratio Rank: 1111
Calmar Ratio Rank
MNBAX Martin Ratio Rank: 1212
Martin Ratio Rank

EXHAX
EXHAX Risk / Return Rank: 1010
Overall Rank
EXHAX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EXHAX Sortino Ratio Rank: 1010
Sortino Ratio Rank
EXHAX Omega Ratio Rank: 1010
Omega Ratio Rank
EXHAX Calmar Ratio Rank: 1010
Calmar Ratio Rank
EXHAX Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MNBAX vs. EXHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Pro-Blend Extended Term Series (MNBAX) and Manning & Napier Pro-Blend Maximum Term Series (EXHAX). 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.


MNBAXEXHAXDifference

Sharpe ratio

Return per unit of total volatility

0.30

0.26

+0.04

Sortino ratio

Return per unit of downside risk

0.50

0.49

+0.01

Omega ratio

Gain probability vs. loss probability

1.06

1.06

0.00

Calmar ratio

Return relative to maximum drawdown

0.25

0.19

+0.05

Martin ratio

Return relative to average drawdown

1.05

0.80

+0.25

MNBAX vs. EXHAX - Sharpe Ratio Comparison

The current MNBAX Sharpe Ratio is 0.30, which is comparable to the EXHAX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of MNBAX and EXHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MNBAXEXHAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

0.26

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.28

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.59

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.40

+0.05

Correlation

The correlation between MNBAX and EXHAX is 0.96, 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

MNBAX vs. EXHAX - Dividend Comparison

MNBAX's dividend yield for the trailing twelve months is around 10.81%, less than EXHAX's 11.72% yield.


TTM20252024202320222021202020192018201720162015
MNBAX
Manning & Napier Pro-Blend Extended Term Series
10.81%10.14%4.23%1.81%3.68%5.12%6.49%4.49%5.73%6.53%1.15%2.05%
EXHAX
Manning & Napier Pro-Blend Maximum Term Series
11.72%10.62%6.41%2.13%10.95%6.01%3.28%5.21%10.32%7.83%2.08%1.27%

Drawdowns

MNBAX vs. EXHAX - Drawdown Comparison

The maximum MNBAX drawdown since its inception was -39.62%, smaller than the maximum EXHAX drawdown of -51.96%. Use the drawdown chart below to compare losses from any high point for MNBAX and EXHAX.


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Drawdown Indicators


MNBAXEXHAXDifference

Max Drawdown

Largest peak-to-trough decline

-39.62%

-51.96%

+12.34%

Max Drawdown (1Y)

Largest decline over 1 year

-9.23%

-13.33%

+4.10%

Max Drawdown (5Y)

Largest decline over 5 years

-21.95%

-27.63%

+5.68%

Max Drawdown (10Y)

Largest decline over 10 years

-21.95%

-29.53%

+7.58%

Current Drawdown

Current decline from peak

-8.87%

-13.06%

+4.19%

Average Drawdown

Average peak-to-trough decline

-6.68%

-8.88%

+2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.17%

3.22%

-1.05%

Volatility

MNBAX vs. EXHAX - Volatility Comparison

The current volatility for Manning & Napier Pro-Blend Extended Term Series (MNBAX) is 3.40%, while Manning & Napier Pro-Blend Maximum Term Series (EXHAX) has a volatility of 4.53%. This indicates that MNBAX experiences smaller price fluctuations and is considered to be less risky than EXHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNBAXEXHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.40%

4.53%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

6.27%

8.98%

-2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

10.29%

15.78%

-5.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.38%

14.36%

-4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.66%

15.22%

-5.56%