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Shenkman Funds Mutual Funds List

Here you can find all mutual funds issued by Shenkman Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
2
Avg. Expense Ratio
0.61%
Avg. 1 Year Return
5.13%
Avg. 5 Year Return
4.93%
Median Risk/Return Score
82 / 100
Shenkman Funds Mutual Funds List

2 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Shenkman Capital Short Duration High Income FundHigh Yield BondsOct 31, 20120.67%
1.32%
4.38%
5.33%
95
Shenkman Capital Floating Rate High Income FundBank LoanOct 14, 20140.54%
1.36%
26.06%
7.61%
70

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Explore top Shenkman Funds Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Shenkman Funds Mutual funds by Risk/Return Score

The top Shenkman Funds Mutual funds by PortfoliosLab Risk/Return Score are SCFIX (95) and SFHIX (70). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Shenkman Funds Mutual funds Over 5 Years

The top Shenkman Funds Mutual funds is SFHIX (5.39%). Across the lineup, Shenkman Funds Mutual funds show an average 1-year return of 5.13% and an average 5-year return of 4.93%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Shenkman Funds Mutual funds

The top Shenkman Funds Mutual funds is SFHIX (0.54%). With an average expense ratio of 0.61%, Shenkman Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Shenkman Funds Mutual funds

The top Shenkman Funds Mutual funds is SFHIX (7.61%). Across the lineup, Shenkman Funds Mutual funds show an average dividend yield of 6.47%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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