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Nasdaq - Delayed Quote USD

Shenkman Capital Short Dur Hi Inc Inst (SCFIX)

9.77
-0.01
(-0.14%)
As of 8:07:11 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 4.76%
Number of Years Up 11
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 9.23%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 9.23%
Worst 3Y Total Return 1.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCFIX
Category
YTD
1.24%
3.62%
1-Month
-0.19%
1.08%
3-Month
1.24%
2.50%
1-Year
6.07%
14.69%
3-Year
4.99%
6.16%
5-Year
5.09%
6.21%
10-Year
3.59%
5.48%
Last Bull Market
4.74%
11.96%
Last Bear Market
-5.15%
-7.27%

Annual Total Return (%) History

Year
SCFIX
Category
2025
--
--
2024
6.11%
--
2023
9.23%
--
2022
-2.52%
--
2021
2.85%
--
2020
3.36%
4.91%
2019
7.61%
12.62%
2018
0.85%
-2.59%

2017
3.54%
6.47%
2016
5.15%
13.30%
2015
0.87%
-4.01%
2014
1.59%
1.11%
2013
5.08%
6.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.24% -- -- --
2024 1.28% 1.48% 2.56% 0.67%
2023 2.73% 1.40% 1.15% 3.67%
2022 -1.16% -5.15% 1.03% 2.92%
2021 0.60% 1.20% 0.41% 0.60%
2020 -5.15% 4.27% 2.26% 2.19%
2019 3.84% 1.38% 1.17% 1.03%
2018 0.32% 0.64% 1.56% -1.64%
2017 0.84% 1.35% 0.96% 0.34%
2016 1.21% 1.16% 1.92% 0.76%

2015 1.83% 0.71% -1.27% -0.37%
2014 1.14% 0.87% -0.78% 0.35%
2013 1.31% -0.55% 2.29% 1.96%

Rank in Category (By Total Return)

YTD 15
1-Month 5
3-Month 15
1-Year 77
3-Year 24
5-Year 93

Load Adjusted Returns

1-Year 6.07%
3-Year 4.99%
5-Year 5.09%
10-Year 3.59%

Performance & Risk

YTD Return 1.86%
5y Average Return 4.76%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Shenkman Funds
Net Assets 1.49B
YTD Return 1.24%
Yield 5.93%
Morningstar Rating
Inception Date Oct 31, 2012

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets in fixed income securities, bank loans and other instruments issued by companies that are rated below investment grade. It generally invests in high yield instruments rated CCC or better by S&P or Moody's, but retains the discretion to invest in even lower rated instruments. The fixed income securities, bank loans and other instruments in which the fund invests include traditional corporate bonds, U.S. government obligations and bank loans to corporate borrowers, and may have fixed, floating or variable rates.

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