Find A Portfolio/Ticker
Comparison Box
SHOYX: AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (MUTUAL FUND)
Basic Info 9.08 0.04(0.44%) May 03
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (98%) |
Start Date: | 02/28/2011 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 6.66% |
Expenses | 1.11% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/28/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 2.4 | 11.1 | 4.2 | 5.8 | 6.6 | 7.0 | 11.9 | -7.3 | 12.2 | 6.5 | 12.4 | -1.2 | 7.3 | 29.9 | -4.4 | 4.2 | 6.9 | 20.5 | -3.6 |
Sharpe Ratio | NA | 1.09 | 1.76 | 0.38 | 0.65 | 0.86 | 1.03 | 1.6 | -1.34 | 4.31 | 0.56 | 3.14 | -0.74 | 2.35 | 2.36 | -1.17 | 1.36 | 1.61 | 4.98 | -0.77 |
Draw Down(%) | NA | 1.6 | 2.7 | 11.7 | 24.7 | 24.7 | 24.7 | 3.3 | 11.7 | 1.8 | 24.7 | 1.9 | 5.1 | 1.8 | 4.6 | 8.6 | 3.9 | 5.4 | 3.0 | 11.2 |
Standard Deviation(%) | NA | 3.4 | 4.1 | 5.0 | 6.5 | 6.5 | 6.0 | 4.8 | 6.5 | 2.8 | 11.2 | 3.5 | 3.4 | 2.9 | 12.6 | 3.8 | 3.1 | 4.3 | 4.1 | 5.5 |
Treynor Ratio | NA | 0.05 | 0.1 | 0.02 | 0.05 | 0.07 | 0.07 | 0.11 | -0.11 | 0.18 | 0.07 | 0.14 | -0.03 | 0.09 | 0.35 | -0.06 | 0.06 | 0.07 | 0.2 | -0.05 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | 0.07 | -0.01 | 0.0 | 0.01 | 0.02 | -0.03 |
Beta | NA | 0.69 | 0.73 | 0.77 | 0.86 | 0.84 | 0.84 | 0.73 | 0.79 | 0.67 | 0.94 | 0.78 | 0.78 | 0.77 | 0.86 | 0.79 | 0.73 | 0.94 | 1.02 | 0.77 |
RSquared | NA | 0.58 | 0.71 | 0.77 | 0.76 | 0.49 | 0.5 | 0.75 | 0.83 | 0.31 | 0.8 | 0.58 | 0.72 | 0.61 | 0.11 | 0.7 | 0.67 | 0.5 | 0.59 | 0.63 |
Yield(%) | N/A | 1.7 | 6.4 | 6.0 | 6.4 | 6.9 | N/A | 7.1 | 4.9 | 8.6 | 6.3 | 6.6 | 6.1 | 6.0 | 18.3 | 5.2 | 8.3 | 8.9 | 8.7 | 2.9 |
Dividend Growth(%) | N/A | -75.4 | 0.0 | -6.9 | -26.0 | N/A | N/A | 27.1 | -40.7 | 35.0 | 0.0 | 1.7 | 1.7 | -63.8 | 220.0 | -40.5 | -8.7 | 13.6 | 179.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) 0.66% (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) 0.38% (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) 0.48% (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) 0.35% (94%)
- PRHYX (T. Rowe Price High Yield Fd In) 0.52% (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) 0.70% (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) 0.54% (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) 0.45% (93%)
- PHAYX (Putnam High Yield Advantage Y) 0.53% (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) 0.51% (92%)
Best ETFs
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.34% (88%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) 0.36% (87%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.53% (72%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) 0.56% (59%)
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.42% (39%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) 0.46% (37%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 1.13% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.09% (99%)
- BLW (BlackRock Limited Duration Income Trust) 1.18% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.50% (99%)
- CIK (Credit Suisse Asset Management IF) 0.0% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 0.85% (98%)
- EAD (Allspring Income Opportunities Fund) 1.07% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.70% (98%)
- MCI (Barings Corporate Investors) 1.52% (98%)
- MPV (Barings Participation Investors (the Trust)) 0.51% (97%)