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SCFCX: SHENKMAN SHORT DURATION HIGH INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 9.79 0.02(0.20%) June 05
| Asset Class: | BALANCE FUND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/08/2007 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.30% |
| Expenses | 0.65% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/08/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.3 | 3.6 | 5.3 | 3.3 | 3.0 | 1.8 | 5.9 | 5.0 | 8.0 | -3.4 | 1.8 | 2.3 | 6.4 | -0.2 | 2.5 | 4.0 | -0.2 | 2.8 |
| Sharpe Ratio | NA | -0.86 | 0.56 | 1.1 | 0.27 | 0.42 | 0.22 | 1.65 | 0.95 | 1.66 | -1.04 | 1.38 | 0.27 | 3.35 | -1.07 | 1.68 | 1.78 | -0.1 | -0.06 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.9 | 6.8 | 13.2 | 13.2 | 1.9 | 0.6 | 1.8 | 6.6 | 0.9 | 13.2 | 0.4 | 2.3 | 0.8 | 1.7 | 3.2 | 2.6 |
| Standard Deviation(%) | NA | 2.0 | 1.6 | 1.9 | 2.7 | 3.2 | 3.1 | 1.9 | 1.5 | 2.7 | 4.7 | 1.3 | 7.6 | 1.5 | 1.5 | 1.1 | 2.1 | 2.1 | 3.2 |
| Treynor Ratio | NA | -0.11 | 0.07 | 0.18 | 0.05 | 0.08 | 0.08 | 0.31 | 0.16 | 0.24 | -0.26 | 0.3 | 0.08 | 0.4 | -0.34 | 0.21 | 0.27 | -0.03 | -0.04 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.16 | 0.14 | 0.12 | 0.15 | 0.17 | 0.09 | 0.1 | 0.09 | 0.18 | 0.19 | 0.06 | 0.25 | 0.12 | 0.05 | 0.09 | 0.14 | 0.08 | 0.05 |
| RSquared | NA | 0.58 | 0.46 | 0.36 | 0.36 | 0.35 | 0.27 | 0.38 | 0.24 | 0.38 | 0.4 | 0.14 | 0.45 | 0.36 | 0.1 | 0.1 | 0.26 | 0.12 | 0.72 |
| Yield(%) | N/A | 1.3 | 3.9 | 4.5 | 3.6 | 3.0 | N/A | 4.6 | 4.8 | 4.3 | 2.6 | 1.8 | 2.2 | 2.9 | 2.7 | 2.1 | 2.0 | 2.3 | 2.4 |
| Dividend Growth(%) | N/A | -70.7 | -17.9 | 78.6 | 57.2 | N/A | N/A | -4.7 | 14.1 | 54.5 | 49.4 | -19.5 | -20.1 | 3.0 | 30.1 | 3.7 | -11.9 | -8.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2007
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