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SCFIX: SHENKMAN SHORT DURATION HIGH INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.89 0(0.0%) July 10
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.91% |
| Expenses | 1.75% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 3.0 | 6.0 | 7.3 | 4.4 | 3.5 | -0.5 | 6.1 | 9.2 | -2.5 | 2.9 | 3.4 | 7.6 | 0.9 | 2.5 | 4.9 | 0.9 | 1.6 | 5.1 | -43.7 |
| Sharpe Ratio | NA | 1.29 | 1.61 | 1.47 | 0.88 | 0.65 | -0.12 | -0.34 | 1.91 | -0.82 | 2.2 | 0.41 | 4.37 | -0.31 | 1.41 | 2.17 | 0.39 | 0.85 | 3.16 | -0.04 |
| Draw Down(%) | NA | 1.7 | 1.7 | 4.0 | 6.3 | 13.1 | 44.1 | 0.6 | 1.6 | 6.3 | 0.8 | 13.1 | 0.3 | 2.1 | 0.8 | 1.6 | 2.8 | 2.2 | 2.1 | 44.1 |
| Standard Deviation(%) | NA | 2.4 | 2.0 | 2.8 | 2.8 | 3.3 | 16.7 | 1.4 | 2.6 | 4.8 | 1.3 | 7.6 | 1.4 | 1.5 | 1.4 | 2.2 | 2.1 | 1.8 | 1.6 | 144.4 |
| Treynor Ratio | NA | 0.08 | 0.09 | 0.09 | 0.05 | 0.04 | 0.06 | -0.02 | 0.13 | -0.07 | 0.09 | 0.05 | 0.22 | -0.02 | 0.11 | 0.13 | 0.02 | 0.04 | 0.15 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 |
| Beta | NA | 0.42 | 0.36 | 0.44 | 0.47 | 0.51 | -0.36 | 0.29 | 0.4 | 0.58 | 0.3 | 0.67 | 0.28 | 0.3 | 0.18 | 0.35 | 0.4 | 0.4 | 0.33 | -0.38 |
| RSquared | NA | 0.42 | 0.37 | 0.67 | 0.69 | 0.72 | 0.86 | 0.43 | 0.73 | 0.83 | 0.31 | 0.87 | 0.44 | 0.54 | 0.15 | 0.66 | 0.58 | 0.57 | 0.45 | 1.0 |
| Yield(%) | N/A | 1.9 | 4.9 | 5.2 | 4.2 | 3.7 | N/A | 5.9 | 5.4 | 3.6 | 2.8 | 3.3 | 3.9 | 3.8 | 3.1 | 2.9 | 3.3 | 3.4 | 3.6 | 0.2 |
| Dividend Growth(%) | N/A | -67.4 | -12.1 | 53.9 | 22.9 | 317.7 | N/A | 12.0 | 40.1 | 28.2 | -13.1 | -14.0 | 0.7 | 21.6 | 9.7 | -14.0 | -6.3 | -3.3 | 1478.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.10% (94%)
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- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.01% (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) 0.04% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.03% (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.10% (100%)
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- BLW (BlackRock Limited Duration Income Trust) 0.07% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.47% (99%)
- CIK (Credit Suisse Asset Management IF) 0.34% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 1.53% (98%)
- EAD (Allspring Income Opportunities Fund) 0.28% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.0% (98%)
- MCI (Barings Corporate Investors) 0.98% (97%)
- MPV (Barings Participation Investors (the Trust)) 1.22% (97%)
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