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) 0.68% 4.06% NA NA NA NA NA
Data as of 06/18/2026, 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 06/18/2026
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 4.06 NA NA NA NA NA 0.68 5.77 5.28 1.41
Sharpe Ratio NA 0.81 NA NA NA NA NA -0.38 1.42 0.72 5.11
Standard Deviation(%) NA 1.89 NA NA NA NA NA 1.99 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 4.81 4.32 2.59 1.30 0.86 0.65 1.79 4.94 5.64 0.51
Data as of 06/18/2026, 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