Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFHFX (Shenkman Floating Rate High Income Fund) | 1.13% | 4.55% | 7.13% | 5.30% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFHFX (Shenkman Floating Rate High Income Fund) | 03/02/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 4.55 | 7.13 | 5.30 | NA | NA | NA | … | … | 1.13 | 5.66 | 8.13 | 11.47 | -0.96 | 3.87 | 1.85 | 8.71 | 0.49 | 0.82 |
| Sharpe Ratio | NA | 1.24 | 2.61 | 1.41 | NA | NA | NA | … | … | 0.20 | 1.49 | 4.22 | 4.60 | -0.76 | 4.35 | 0.17 | 3.89 | -0.67 | 0.23 |
| Standard Deviation(%) | NA | 1.62 | 1.59 | 2.00 | NA | NA | NA | … | … | 2.14 | 1.87 | 1.07 | 1.72 | 3.15 | 0.88 | 9.58 | 1.86 | 1.34 | 1.21 |
| Draw Down(%) | NA | 2.35 | 2.35 | 5.58 | NA | NA | NA | … | … | 2.35 | 2.09 | 0.44 | 1.30 | 5.58 | 0.43 | 19.87 | 0.71 | 3.60 | 0.92 |
| Yield(%) | 0.00 | 7.37 | 7.86 | 6.41 | 4.75 | 3.17 | 2.38 | … | … | 2.98 | 7.42 | 8.04 | 8.26 | 4.69 | 3.18 | 3.83 | 5.33 | 4.78 | 1.73 |
Data as of 06/10/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFHFX (Shenkman Floating Rate High Income Fund) |
0.26%
Apr 2017 – Apr 2020 |
2.25%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFHFX (Shenkman Floating Rate High Income Fund) |
8.99%
Sep 2022 – Sep 2025 |
7.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
