Shenkman Mutual Funds List
Here you can find all mutual funds issued by Shenkman 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
- 4.24%
- Avg. 5 Year Return
- 4.99%
- Median Risk/Return Score
- 85 / 100
Shenkman Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shenkman Capital Short Duration High Income Fund | High Yield Bonds | Oct 31, 2012 | 0.67% | 1.77% | 4.32% | 5.30% | 96 | ||||||||
| Shenkman Capital Floating Rate High Income Fund | Bank Loan | Oct 14, 2014 | 0.54% | 2.24% | 26.03% | 7.57% | 74 |
Explore top Shenkman 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.
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5 Years
Best Shenkman Mutual funds by Risk/Return Score
The top Shenkman Mutual funds by PortfoliosLab Risk/Return Score are SCFIX (96) and SFHIX (74).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Shenkman Capital Short Duration High Income Fund | 96 | — | Oct 2012 | |
| Shenkman Capital Floating Rate High Income Fund | 74 | — | Oct 2014 |
Best-Performing Shenkman Mutual funds Over 5 Years
The top Shenkman Mutual funds is SFHIX (5.55%).
Across the lineup, Shenkman Mutual funds show an average 1-year return of 4.24% and an average 5-year return of 4.99%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Shenkman Capital Floating Rate High Income Fund | 5.55% | — | Oct 2014 | |
| Shenkman Capital Short Duration High Income Fund | 4.44% | — | Oct 2012 |
Lowest-Cost Shenkman Mutual funds
The top Shenkman Mutual funds is SFHIX (0.54%).
With an average expense ratio of 0.61%, Shenkman Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | |
| Shenkman Capital Short Duration High Income Fund | 0.67% | — | Oct 2012 |
Highest-Yield Shenkman Mutual funds
The top Shenkman Mutual funds is SFHIX (7.57%).
Across the lineup, Shenkman Mutual funds show an average dividend yield of 6.43%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Shenkman Capital Floating Rate High Income Fund | 7.57% | — | Oct 2014 | |
| Shenkman Capital Short Duration High Income Fund | 5.30% | — | Oct 2012 |
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