SCFIX vs. FQTIX
Compare and contrast key facts about Shenkman Capital Short Duration High Income Fund (SCFIX) and Franklin Templeton SMACS: Series I (FQTIX).
SCFIX is managed by Shenkman Funds. It was launched on Oct 31, 2012. FQTIX is managed by Franklin Templeton. It was launched on Jun 3, 2019.
Performance
SCFIX vs. FQTIX - Performance Comparison
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SCFIX vs. FQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SCFIX Shenkman Capital Short Duration High Income Fund | -0.61% | 7.02% | 6.11% | 9.24% | -2.52% | 5.08% | 3.36% | 3.23% |
FQTIX Franklin Templeton SMACS: Series I | 0.52% | 7.51% | 8.03% | 13.44% | -14.39% | 8.51% | 3.68% | 4.11% |
Returns By Period
In the year-to-date period, SCFIX achieves a -0.61% return, which is significantly lower than FQTIX's 0.52% return.
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%
FQTIX
- 1D
- 0.25%
- 1M
- -1.83%
- YTD
- 0.52%
- 6M
- 2.66%
- 1Y
- 9.72%
- 3Y*
- 7.86%
- 5Y*
- 3.61%
- 10Y*
- —
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SCFIX vs. FQTIX - Expense Ratio Comparison
SCFIX has a 0.67% expense ratio, which is higher than FQTIX's 0.00% expense ratio.
Return for Risk
SCFIX vs. FQTIX — Risk / Return Rank
SCFIX
FQTIX
SCFIX vs. FQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shenkman Capital Short Duration High Income Fund (SCFIX) and Franklin Templeton SMACS: Series I (FQTIX). 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.
| SCFIX | FQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.61 | 2.55 | +0.06 |
Sortino ratioReturn per unit of downside risk | 3.70 | 3.46 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.65 | 1.61 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | 3.85 | -0.81 |
Martin ratioReturn relative to average drawdown | 15.96 | 17.15 | -1.19 |
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
| SCFIX | FQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 2.55 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.60 | 0.61 | +0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.55 | +0.75 |
Correlation
The correlation between SCFIX and FQTIX is 0.73, 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
SCFIX vs. FQTIX - Dividend Comparison
SCFIX's dividend yield for the trailing twelve months is around 5.00%, less than FQTIX's 7.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FQTIX Franklin Templeton SMACS: Series I | 7.03% | 5.70% | 7.86% | 7.64% | 8.10% | 7.15% | 6.89% | 5.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCFIX vs. FQTIX - Drawdown Comparison
The maximum SCFIX drawdown since its inception was -13.08%, smaller than the maximum FQTIX drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for SCFIX and FQTIX.
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Drawdown Indicators
| SCFIX | FQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.08% | -24.62% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.41% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -6.30% | -18.81% | +12.51% |
Max Drawdown (10Y)Largest decline over 10 years | -13.08% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | -1.95% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -4.42% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.54% | -0.23% |
Volatility
SCFIX vs. FQTIX - Volatility Comparison
The current volatility for Shenkman Capital Short Duration High Income Fund (SCFIX) is 0.79%, while Franklin Templeton SMACS: Series I (FQTIX) has a volatility of 1.57%. This indicates that SCFIX experiences smaller price fluctuations and is considered to be less risky than FQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCFIX | FQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 1.57% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 2.38% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 3.85% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 5.92% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 7.80% | -4.53% |