MNHAX vs. USBLX

In the year-to-date period, MNHAX achieves a 1.09% return, which is significantly higher than USBLX's -0.41% return. Over the past 10 years, MNHAX has underperformed USBLX with an annualized return of 4.25%, while USBLX has yielded a comparatively higher 6.98% annualized return.

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MNHAX has a 0.66% expense ratio, which is higher than USBLX's 0.58% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Manning & Napier High Yield Bond I (MNHAX) and USAA Growth and Tax Strategy Fund (USBLX). 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.

The current MNHAX Sharpe Ratio is 2.14, which is higher than the USBLX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of MNHAX and USBLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MNHAX's dividend yield for the trailing twelve months is around 7.26%, more than USBLX's 1.80% yield.

The maximum MNHAX drawdown since its inception was -19.76%, smaller than the maximum USBLX drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for MNHAX and USBLX. For additional features, visit the drawdowns tool.

The current volatility for Manning & Napier High Yield Bond I (MNHAX) is 1.40%, while USAA Growth and Tax Strategy Fund (USBLX) has a volatility of 3.21%. This indicates that MNHAX experiences smaller price fluctuations and is considered to be less risky than USBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.