Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MSDYX (MERCER FUNDS – Mercer Short Duration Fixed Income Fund) 0.43% 3.80% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 11/30/2023
More Performance Analytics Comparison
Name Start Date End Date
MSDYX (MERCER FUNDS – Mercer Short Duration Fixed Income Fund) 11/30/2023 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.10 3.80 NA NA NA NA NA 0.43 5.77 5.28 1.41
Sharpe Ratio NA 0.56 NA NA NA NA NA -1.01 1.42 0.72 5.11
Standard Deviation(%) NA 1.86 NA NA NA NA NA 1.95 2.04 2.31 3.02
Draw Down(%) NA 1.19 NA NA NA NA NA 1.19 0.79 0.88 0.20
Yield(%) 0.00 4.46 4.20 2.52 1.26 0.84 0.63 1.44 4.94 5.64 0.51
Data as of 06/11/2026, Common starting date is 11/30/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSDYX (MERCER FUNDS – Mercer Short Duration Fixed Income 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
MSDYX (MERCER FUNDS – Mercer Short Duration Fixed Income Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return