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SCFIX: SHENKMAN SHORT DURATION HIGH INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.82 0.01(0.10%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.33% |
| Expenses | 1.75% |
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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 06/21/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.8 | 4.7 | 6.4 | 4.3 | 4.0 | -0.3 | 7.0 | 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 | -0.36 | 1.19 | 1.7 | 0.65 | 0.72 | -0.12 | 2.23 | 1.72 | 2.13 | -0.83 | 2.2 | 0.41 | 4.33 | -0.35 | 1.39 | 2.16 | 0.39 | 0.85 | 3.16 | -0.04 |
| Draw Down(%) | NA | 1.1 | 1.1 | 1.7 | 6.3 | 13.1 | 44.1 | 1.7 | 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 | 2.0 | 1.7 | 1.8 | 2.8 | 3.2 | 16.1 | 1.9 | 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 | -0.02 | 0.06 | 0.09 | 0.04 | 0.04 | 0.05 | 0.11 | 0.09 | 0.14 | -0.07 | 0.09 | 0.05 | 0.22 | -0.02 | 0.1 | 0.13 | 0.02 | 0.04 | 0.15 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 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 | 0.35 | 0.31 | 0.35 | 0.47 | 0.52 | -0.36 | 0.37 | 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 | 0.43 | 0.37 | 0.51 | 0.69 | 0.71 | 0.86 | 0.46 | 0.42 | 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 | 1.7 | 4.9 | 5.5 | 4.6 | 4.0 | N/A | 5.6 | 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 | -70.1 | -15.9 | 53.9 | 39.4 | 234.4 | N/A | -3.9 | 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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See High Yield Bond Asset Class Trend Rankings |
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