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NCOIX vs. SCFIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NCOIX vs. SCFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen High Yield Income Fund (NCOIX) and Shenkman Capital Short Duration High Income Fund (SCFIX). The values are adjusted to include any dividend payments, if applicable.

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NCOIX vs. SCFIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NCOIX
Nuveen High Yield Income Fund
-1.11%9.61%9.44%17.36%-9.98%6.64%2.08%12.79%-0.60%6.17%
SCFIX
Shenkman Capital Short Duration High Income Fund
-0.61%7.02%6.11%9.24%-2.52%5.08%3.36%7.61%0.85%3.54%

Returns By Period

In the year-to-date period, NCOIX achieves a -1.11% return, which is significantly lower than SCFIX's -0.61% return. Over the past 10 years, NCOIX has outperformed SCFIX with an annualized return of 6.63%, while SCFIX has yielded a comparatively lower 4.30% annualized return.


NCOIX

1D
0.17%
1M
-2.12%
YTD
-1.11%
6M
1.27%
1Y
7.39%
3Y*
10.39%
5Y*
5.64%
10Y*
6.63%

SCFIX

1D
0.10%
1M
-0.81%
YTD
-0.61%
6M
0.92%
1Y
5.06%
3Y*
6.27%
5Y*
4.65%
10Y*
4.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NCOIX vs. SCFIX - Expense Ratio Comparison

NCOIX has a 0.74% expense ratio, which is higher than SCFIX's 0.67% expense ratio.


Return for Risk

NCOIX vs. SCFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NCOIX
NCOIX Risk / Return Rank: 9292
Overall Rank
NCOIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
NCOIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
NCOIX Omega Ratio Rank: 9494
Omega Ratio Rank
NCOIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
NCOIX Martin Ratio Rank: 9191
Martin Ratio Rank

SCFIX
SCFIX Risk / Return Rank: 9696
Overall Rank
SCFIX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SCFIX Sortino Ratio Rank: 9797
Sortino Ratio Rank
SCFIX Omega Ratio Rank: 9797
Omega Ratio Rank
SCFIX Calmar Ratio Rank: 9494
Calmar Ratio Rank
SCFIX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NCOIX vs. SCFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Income Fund (NCOIX) and Shenkman Capital Short Duration High Income Fund (SCFIX). 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.


NCOIXSCFIXDifference

Sharpe ratio

Return per unit of total volatility

2.02

2.61

-0.59

Sortino ratio

Return per unit of downside risk

3.02

3.70

-0.68

Omega ratio

Gain probability vs. loss probability

1.48

1.65

-0.17

Calmar ratio

Return relative to maximum drawdown

2.35

3.04

-0.69

Martin ratio

Return relative to average drawdown

10.60

15.96

-5.36

NCOIX vs. SCFIX - Sharpe Ratio Comparison

The current NCOIX Sharpe Ratio is 2.02, which is comparable to the SCFIX Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of NCOIX and SCFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NCOIXSCFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

2.61

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

1.60

-0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.18

1.32

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

1.30

-0.17

Correlation

The correlation between NCOIX and SCFIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NCOIX vs. SCFIX - Dividend Comparison

NCOIX's dividend yield for the trailing twelve months is around 7.88%, more than SCFIX's 5.00% yield.


TTM20252024202320222021202020192018201720162015
NCOIX
Nuveen High Yield Income Fund
7.88%9.10%7.41%10.49%5.79%5.12%5.51%5.38%6.28%6.88%7.29%7.59%
SCFIX
Shenkman Capital Short Duration High Income Fund
5.00%5.54%5.85%5.21%3.86%4.93%3.24%3.78%3.87%3.09%3.07%3.38%

Drawdowns

NCOIX vs. SCFIX - Drawdown Comparison

The maximum NCOIX drawdown since its inception was -23.02%, which is greater than SCFIX's maximum drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for NCOIX and SCFIX.


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Drawdown Indicators


NCOIXSCFIXDifference

Max Drawdown

Largest peak-to-trough decline

-23.02%

-13.08%

-9.94%

Max Drawdown (1Y)

Largest decline over 1 year

-3.17%

-1.63%

-1.54%

Max Drawdown (5Y)

Largest decline over 5 years

-14.41%

-6.30%

-8.11%

Max Drawdown (10Y)

Largest decline over 10 years

-23.02%

-13.08%

-9.94%

Current Drawdown

Current decline from peak

-2.12%

-1.01%

-1.11%

Average Drawdown

Average peak-to-trough decline

-2.33%

-0.52%

-1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

0.31%

+0.39%

Volatility

NCOIX vs. SCFIX - Volatility Comparison

Nuveen High Yield Income Fund (NCOIX) has a higher volatility of 1.20% compared to Shenkman Capital Short Duration High Income Fund (SCFIX) at 0.79%. This indicates that NCOIX's price experiences larger fluctuations and is considered to be riskier than SCFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NCOIXSCFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.20%

0.79%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

1.19%

+1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

3.97%

1.96%

+2.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.05%

2.92%

+2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.63%

3.27%

+2.36%