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MNCEX: Mercer Non-US Core Equity Fund Class Y3 (MUTUAL FUND)
Basic Info 13.09 0.38(2.82%) June 05
| Asset Class: | INTERNATIONAL EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/03/2019 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 13.73% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 09/03/2019 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 7.0 | 21.2 | 19.4 | 9.1 | 12.1 | 37.5 | 6.2 | 18.9 | -16.8 | 11.3 | 13.7 | 10.4 |
| Sharpe Ratio | NA | 0.8 | 1.27 | 1.13 | 0.43 | 0.57 | 2.27 | 0.21 | 1.23 | -0.88 | 0.92 | 0.45 | 4.13 |
| Draw Down(%) | NA | 12.0 | 12.0 | 13.8 | 30.6 | 32.8 | 13.8 | 9.2 | 9.6 | 29.4 | 7.2 | 32.8 | 3.5 |
| Standard Deviation(%) | NA | 18.3 | 14.6 | 14.3 | 15.4 | 17.9 | 15.3 | 12.3 | 12.5 | 20.7 | 12.1 | 30.1 | 8.2 |
| Treynor Ratio | NA | 0.16 | 0.2 | 0.17 | 0.07 | 0.11 | 0.35 | 0.03 | 0.17 | -0.2 | 0.13 | 0.14 | 0.52 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.03 |
| Beta | NA | 0.9 | 0.91 | 0.94 | 0.93 | 0.93 | 0.99 | 0.92 | 0.92 | 0.93 | 0.84 | 0.96 | 0.65 |
| RSquared | NA | 0.87 | 0.84 | 0.84 | 0.83 | 0.85 | 0.87 | 0.81 | 0.8 | 0.83 | 0.81 | 0.89 | 0.43 |
| Yield(%) | N/A | 0.0 | 13.6 | 10.0 | 7.9 | N/A | 16.5 | 8.9 | 4.1 | 2.5 | 17.2 | 3.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 83.6 | 6.7 | N/A | N/A | 83.6 | 143.7 | 31.3 | -86.2 | 378.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2019
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* Day change on 06/05/2026.Latest Articles Related to MNCEX
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