SCFIX vs. OSTIX
Compare and contrast key facts about Shenkman Capital Short Duration High Income Fund (SCFIX) and Osterweis Strategic Income Fund (OSTIX).
SCFIX is managed by Shenkman Funds. It was launched on Oct 31, 2012. OSTIX is managed by Osterweis. It was launched on Aug 30, 2002.
Performance
SCFIX vs. OSTIX - Performance Comparison
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SCFIX vs. OSTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
OSTIX Osterweis Strategic Income Fund | -0.71% | 4.04% | 8.03% | 12.29% | -5.94% | 5.48% | 9.01% | 5.36% | -0.66% | 6.00% |
Returns By Period
In the year-to-date period, SCFIX achieves a -0.61% return, which is significantly higher than OSTIX's -0.71% return. Over the past 10 years, SCFIX has underperformed OSTIX with an annualized return of 4.30%, while OSTIX has yielded a comparatively higher 5.19% annualized 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%
OSTIX
- 1D
- 0.09%
- 1M
- -1.08%
- YTD
- -0.71%
- 6M
- 0.01%
- 1Y
- 4.04%
- 3Y*
- 6.92%
- 5Y*
- 4.22%
- 10Y*
- 5.19%
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SCFIX vs. OSTIX - Expense Ratio Comparison
SCFIX has a 0.67% expense ratio, which is lower than OSTIX's 0.84% expense ratio.
Return for Risk
SCFIX vs. OSTIX — Risk / Return Rank
SCFIX
OSTIX
SCFIX vs. OSTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shenkman Capital Short Duration High Income Fund (SCFIX) and Osterweis Strategic Income Fund (OSTIX). 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 | OSTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.61 | 1.84 | +0.77 |
Sortino ratioReturn per unit of downside risk | 3.70 | 2.48 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.65 | 1.44 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | 2.04 | +1.00 |
Martin ratioReturn relative to average drawdown | 15.96 | 9.46 | +6.50 |
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 | OSTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.61 | 1.84 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.60 | 1.41 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.32 | 1.76 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 2.32 | -1.03 |
Correlation
The correlation between SCFIX and OSTIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SCFIX vs. OSTIX - Dividend Comparison
SCFIX's dividend yield for the trailing twelve months is around 5.00%, more than OSTIX's 4.95% 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% |
OSTIX Osterweis Strategic Income Fund | 4.95% | 3.96% | 5.25% | 5.72% | 4.72% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.23% | 5.98% |
Drawdowns
SCFIX vs. OSTIX - Drawdown Comparison
The maximum SCFIX drawdown since its inception was -13.08%, which is greater than OSTIX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for SCFIX and OSTIX.
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Drawdown Indicators
| SCFIX | OSTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.08% | -10.06% | -3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.89% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -6.30% | -9.75% | +3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -13.08% | -10.06% | -3.02% |
Current DrawdownCurrent decline from peak | -1.01% | -1.33% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -0.52% | -0.95% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.41% | -0.10% |
Volatility
SCFIX vs. OSTIX - Volatility Comparison
The current volatility for Shenkman Capital Short Duration High Income Fund (SCFIX) is 0.79%, while Osterweis Strategic Income Fund (OSTIX) has a volatility of 0.94%. This indicates that SCFIX experiences smaller price fluctuations and is considered to be less risky than OSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCFIX | OSTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 0.94% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 1.30% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 2.21% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 3.01% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 2.96% | +0.31% |