CREDX vs. SFHIX
Compare and contrast key facts about BlackRock Credit Strategies Fund (CREDX) and Shenkman Capital Floating Rate High Income Fund (SFHIX).
CREDX is managed by BlackRock. It was launched on Feb 27, 2019. SFHIX is managed by Shenkman Funds. It was launched on Oct 14, 2014.
Performance
CREDX vs. SFHIX - Performance Comparison
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CREDX vs. SFHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | -0.76% | 5.55% | 8.41% | 12.18% | -12.08% | 1.03% |
SFHIX Shenkman Capital Floating Rate High Income Fund | -1.47% | 5.70% | 8.14% | 11.50% | -0.95% | 3.79% |
Returns By Period
In the year-to-date period, CREDX achieves a -0.76% return, which is significantly higher than SFHIX's -1.47% return.
CREDX
- 1D
- -0.25%
- 1M
- -0.74%
- YTD
- -0.76%
- 6M
- -0.85%
- 1Y
- 3.98%
- 3Y*
- 7.17%
- 5Y*
- 2.17%
- 10Y*
- —
SFHIX
- 1D
- -0.46%
- 1M
- 0.23%
- YTD
- -1.47%
- 6M
- -0.25%
- 1Y
- 3.63%
- 3Y*
- 6.90%
- 5Y*
- 4.99%
- 10Y*
- 26.02%
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CREDX vs. SFHIX - Expense Ratio Comparison
CREDX has a 2.19% expense ratio, which is higher than SFHIX's 0.54% expense ratio.
Return for Risk
CREDX vs. SFHIX — Risk / Return Rank
CREDX
SFHIX
CREDX vs. SFHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Strategies Fund (CREDX) and Shenkman Capital Floating Rate High Income Fund (SFHIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CREDX | SFHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.66 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.29 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.45 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.50 | +0.53 |
Martin ratioReturn relative to average drawdown | 6.98 | 5.05 | +1.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CREDX | SFHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.66 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 2.51 | -1.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.52 | +0.20 |
Correlation
The correlation between CREDX and SFHIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CREDX vs. SFHIX - Dividend Comparison
CREDX's dividend yield for the trailing twelve months is around 8.45%, more than SFHIX's 7.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREDX BlackRock Credit Strategies Fund | 8.45% | 9.16% | 9.78% | 9.98% | 3.41% | 5.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SFHIX Shenkman Capital Floating Rate High Income Fund | 7.04% | 7.61% | 8.07% | 8.06% | 4.99% | 3.20% | 3.93% | 142.83% | 5.03% | 4.00% | 4.22% | 4.58% |
Drawdowns
CREDX vs. SFHIX - Drawdown Comparison
The maximum CREDX drawdown since its inception was -15.13%, smaller than the maximum SFHIX drawdown of -19.94%. Use the drawdown chart below to compare losses from any high point for CREDX and SFHIX.
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Drawdown Indicators
| CREDX | SFHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -19.94% | +4.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.04% | -2.25% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -15.13% | -5.57% | -9.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.94% | — |
Current DrawdownCurrent decline from peak | -1.45% | -1.91% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -0.84% | -3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 0.67% | -0.04% |
Volatility
CREDX vs. SFHIX - Volatility Comparison
The current volatility for BlackRock Credit Strategies Fund (CREDX) is 0.60%, while Shenkman Capital Floating Rate High Income Fund (SFHIX) has a volatility of 0.86%. This indicates that CREDX experiences smaller price fluctuations and is considered to be less risky than SFHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREDX | SFHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 0.86% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 1.42% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 2.21% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.38% | 2.00% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.34% | 46.68% | -43.34% |