Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOFTX (Mercer Opportunistic Fixed Income I) | -0.51% | 3.70% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOFTX (Mercer Opportunistic Fixed Income I) | 06/28/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 3.70 | NA | NA | NA | NA | NA | … | … | -0.51 | 8.36 | 2.11 | 5.62 |
| Sharpe Ratio | NA | 0.44 | NA | NA | NA | NA | NA | … | … | -0.94 | 1.71 | -0.38 | 1.20 |
| Standard Deviation(%) | NA | 2.94 | NA | NA | NA | NA | NA | … | … | 3.61 | 3.21 | 4.01 | 6.31 |
| Draw Down(%) | NA | 2.92 | NA | NA | NA | NA | NA | … | … | 2.92 | 2.90 | 3.52 | 5.56 |
| Yield(%) | 0.00 | 4.29 | 5.61 | 3.37 | 1.68 | 1.12 | 0.84 | … | … | 1.16 | 3.24 | 6.40 | 6.28 |
Data as of 06/10/2026, Common starting date is 06/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOFTX (Mercer Opportunistic Fixed Income I) |
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 |
|---|---|---|---|---|
| MOFTX (Mercer Opportunistic Fixed Income I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart