Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCQX (Mercer Funds – Mercer US Small/Mid Cap Equity Fund) | 10.73% | 20.49% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/20/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCQX (Mercer Funds – Mercer US Small/Mid Cap Equity Fund) | 07/20/2023 | 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 (%) | -0.97 | 20.49 | NA | NA | NA | NA | NA | … | … | 10.73 | 6.28 | 13.09 | 3.61 |
| Sharpe Ratio | NA | 1.31 | NA | NA | NA | NA | NA | … | … | 1.44 | 0.17 | 0.60 | 0.28 |
| Standard Deviation(%) | NA | 15.40 | NA | NA | NA | NA | NA | … | … | 16.94 | 20.41 | 15.88 | 15.80 |
| Draw Down(%) | NA | 9.23 | NA | NA | NA | NA | NA | … | … | 9.23 | 22.07 | 8.18 | 13.47 |
| Yield(%) | 0.00 | 7.57 | 7.12 | 4.27 | 2.14 | 1.42 | 1.07 | … | … | 0.00 | 7.41 | 10.88 | 2.79 |
Data as of 06/10/2026, Common starting date is 07/20/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCQX (Mercer Funds – Mercer US Small/Mid Cap Equity Fund) |
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 |
|---|---|---|---|---|
| MSCQX (Mercer Funds – Mercer US Small/Mid Cap Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart