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SCFAX: SHENKMAN SHORT DURATION HIGH INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 9.78 0.02(0.20%) May 03
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (2%) |
Start Date: | 10/31/2012 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.85% |
Expenses | 1.75% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/31/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 0.8 | 6.2 | 2.7 | 3.0 | 2.8 | 3.0 | 8.8 | -2.7 | 2.5 | 3.0 | 7.3 | 0.4 | 3.2 | 4.8 | 0.7 | 1.1 | 4.8 | 0.8 |
Sharpe Ratio | NA | -0.72 | 1.22 | 0.13 | 0.33 | 0.55 | 0.69 | 1.74 | -0.88 | 1.88 | 0.37 | 4.13 | -0.57 | 2.35 | 2.18 | 0.3 | 0.6 | 2.95 | 4.63 |
Draw Down(%) | NA | 0.5 | 0.8 | 6.4 | 13.2 | 13.2 | 13.2 | 1.7 | 6.3 | 0.8 | 13.2 | 0.4 | 2.2 | 0.8 | 1.6 | 2.8 | 2.3 | 2.1 | 0.3 |
Standard Deviation(%) | NA | 1.8 | 2.1 | 3.2 | 4.2 | 3.2 | 3.1 | 2.6 | 4.7 | 1.3 | 7.5 | 1.4 | 1.6 | 1.1 | 2.1 | 2.1 | 1.8 | 1.6 | 1.1 |
Treynor Ratio | NA | -0.04 | 0.07 | 0.01 | 0.02 | 0.03 | 0.04 | 0.11 | -0.07 | 0.08 | 0.04 | 0.22 | -0.03 | 0.12 | 0.13 | 0.02 | 0.03 | 0.15 | 0.84 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 |
Beta | NA | 0.33 | 0.34 | 0.49 | 0.57 | 0.51 | 0.5 | 0.4 | 0.57 | 0.31 | 0.66 | 0.27 | 0.32 | 0.21 | 0.34 | 0.41 | 0.38 | 0.32 | 0.06 |
RSquared | NA | 0.46 | 0.63 | 0.75 | 0.79 | 0.73 | 0.72 | 0.73 | 0.84 | 0.31 | 0.87 | 0.4 | 0.56 | 0.3 | 0.67 | 0.62 | 0.55 | 0.4 | 0.02 |
Yield(%) | N/A | 0.8 | 4.3 | 3.5 | 3.3 | 3.0 | N/A | 5.0 | 3.4 | 2.5 | 2.7 | 3.5 | 3.5 | 2.6 | 2.5 | 2.7 | 2.9 | 3.2 | 0.2 |
Dividend Growth(%) | N/A | -83.0 | 5.1 | 10.5 | 16.3 | N/A | N/A | 38.2 | 36.0 | -7.4 | -20.6 | -2.9 | 34.6 | 8.3 | -11.1 | -10.0 | -6.2 | 1500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2012
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