OSTIX vs. SCFIX
OSTIX (Osterweis Strategic Income Fund) and SCFIX (Shenkman Capital Short Duration High Income Fund) are both High Yield Bonds funds. Over the past 10 years, OSTIX returned 5.11%/yr vs 4.44%/yr for SCFIX. A 0.66 correlation means they provide meaningful diversification when combined. OSTIX charges 0.84%/yr vs 0.67%/yr for SCFIX.
Performance
OSTIX vs. SCFIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with OSTIX having a 1.67% return and SCFIX slightly lower at 1.63%. Over the past 10 years, OSTIX has outperformed SCFIX with an annualized return of 5.11%, while SCFIX has yielded a comparatively lower 4.44% annualized return.
OSTIX
- 1D
- -0.09%
- 1M
- 0.47%
- YTD
- 1.67%
- 6M
- 1.82%
- 1Y
- 4.47%
- 3Y*
- 7.01%
- 5Y*
- 4.20%
- 10Y*
- 5.11%
SCFIX
- 1D
- 0.00%
- 1M
- 0.55%
- YTD
- 1.63%
- 6M
- 1.82%
- 1Y
- 5.12%
- 3Y*
- 6.68%
- 5Y*
- 4.47%
- 10Y*
- 4.44%
OSTIX vs. SCFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSTIX Osterweis Strategic Income Fund | 1.67% | 4.04% | 8.03% | 12.29% | -5.94% | 5.48% | 9.01% | 5.36% | -0.66% | 6.00% |
SCFIX Shenkman Capital Short Duration High Income Fund | 1.63% | 7.02% | 6.11% | 9.24% | -2.52% | 5.08% | 3.36% | 7.61% | 0.85% | 3.54% |
Correlation
The correlation between OSTIX and SCFIX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.66 |
The correlation between OSTIX and SCFIX shifts across timeframes, from 0.66 (all time) to 0.77 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OSTIX vs. SCFIX — Risk / Return Rank
OSTIX
SCFIX
OSTIX vs. SCFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Strategic Income Fund (OSTIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OSTIX | SCFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.79 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 4.71 | -1.41 |
| Martin ratioReturn relative to average drawdown | 14.90 | 25.28 | -10.38 |
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Drawdowns
OSTIX vs. SCFIX - Drawdown Comparison
The maximum OSTIX drawdown since its inception was -10.06%, smaller than the maximum SCFIX drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for OSTIX and SCFIX.
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Drawdown Indicators
| OSTIX | SCFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.06% | -13.08% | +3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -1.42% | -1.11% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -3.27% | -1.72% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -9.75% | -6.30% | -3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -10.06% | -13.08% | +3.02% |
Current DrawdownCurrent decline from peak | -0.18% | 0.00% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -0.94% | -0.51% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.21% | +0.10% |
Volatility
OSTIX vs. SCFIX - Volatility Comparison
Osterweis Strategic Income Fund (OSTIX) has a higher volatility of 0.42% compared to Shenkman Capital Short Duration High Income Fund (SCFIX) at 0.39%. This indicates that OSTIX'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
| OSTIX | SCFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 0.39% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.36% | 1.31% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.70% | 1.64% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.01% | 2.78% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.96% | 3.28% | -0.32% |
OSTIX vs. SCFIX - Expense Ratio Comparison
OSTIX has a 0.84% expense ratio, which is higher than SCFIX's 0.67% expense ratio.
Dividends
OSTIX vs. SCFIX - Dividend Comparison
OSTIX's dividend yield for the trailing twelve months is around 4.75%, less than SCFIX's 5.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTIX Osterweis Strategic Income Fund | 4.75% | 3.96% | 5.25% | 5.72% | 4.72% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.23% | 5.98% |
SCFIX Shenkman Capital Short Duration High Income Fund | 5.31% | 5.54% | 5.85% | 5.21% | 3.86% | 4.93% | 3.24% | 3.78% | 3.87% | 3.09% | 3.07% | 3.38% |
Frequently Asked Questions
OSTIX and SCFIX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSTIX has higher volatility (0.42%) compared to SCFIX (0.39%). In terms of maximum drawdown, OSTIX dropped -10.06% vs SCFIX's -13.08%.
SCFIX currently has the higher Sharpe Ratio (3.21 vs 2.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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