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Shenkman Capital Floating Rt Hi Inc Inst (SFHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.18+0.01 (+0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.73%
5-year average return4.31%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)11.50%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return11.50%
Worst 3-yr total return1.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFHIXCategory
YTD2.51%2.87%
1-month0.51%0.37%
3-month2.14%1.35%
1-year10.14%10.15%
3-year4.97%3.23%
5-year4.30%3.90%
10-year0.00%3.49%
Last bull market4.80%7.61%
Last bear market-4.40%-3.97%

Annual total return (%) history

Year
SFHIXCategory
2024
N/AN/A
2023
11.50%N/A
2022
-0.95%N/A
2021
3.90%N/A
2020
1.76%1.16%
2019
8.67%7.45%
2018
0.53%-0.26%
2017
3.64%3.48%
2016
8.86%9.25%
2015
-1.12%-1.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.99%N/AN/AN/A
20232.78%2.83%2.77%2.66%
2022-0.36%-4.40%1.05%2.91%
20211.19%1.33%0.81%0.51%
2020-12.13%8.51%3.62%3.00%
20193.89%1.45%0.91%2.17%
20181.12%0.67%2.16%-3.32%
20170.92%0.65%0.89%1.12%
20161.52%2.33%2.64%2.08%
20151.97%0.70%-1.85%-1.88%

Rank in category (by total return)

YTD72
1-month47
3-month51
1-year74
3-year41
5-year36

Load adjusted returns

1-year10.14%
3-year4.97%
5-year4.30%
10-yearN/A