Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEIZX (Manning & Napier Callodine Equity Inc Z) | 7.56% | 17.30% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEIZX (Manning & Napier Callodine Equity Inc Z) | 10/23/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 17.30 | NA | NA | NA | NA | NA | … | … | 7.56 | 6.08 | 24.14 | 14.30 |
| Sharpe Ratio | NA | 0.98 | NA | NA | NA | NA | NA | … | … | 1.05 | 0.16 | 1.49 | 6.93 |
| Standard Deviation(%) | NA | 14.88 | NA | NA | NA | NA | NA | … | … | 15.26 | 20.12 | 13.74 | 14.54 |
| Draw Down(%) | NA | 10.15 | NA | NA | NA | NA | NA | … | … | 10.15 | 20.45 | 6.98 | 2.40 |
| Yield(%) | 0.00 | 9.92 | 10.32 | 6.19 | 3.10 | 2.06 | 1.55 | … | … | 0.00 | 9.86 | 15.61 | 0.97 |
Data as of 06/05/2026, Common starting date is 10/23/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEIZX (Manning & Napier Callodine Equity Inc Z) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEIZX (Manning & Napier Callodine Equity Inc Z) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart