SHOAX | AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS

Basic Info 9.06 0.01(0.11%)
May 24

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS started on 02/28/2011

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS is classified as asset class High Yield Bond

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS expense ratio is 1.11%

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS rating is

(25%)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) Dividend Info

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) dividend growth in the last 12 months is 14.10%

The trailing 12-month yield of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS is 6.78%. its dividend history:

Date	Dividend
04/29/2024	0.0487
03/27/2024	0.0508
02/29/2024	0.0507
01/31/2024	0.0489
12/29/2023	0.05
11/30/2023	0.05
10/31/2023	0.047
09/29/2023	0.0468
08/31/2023	0.043
07/31/2023	0.046
06/30/2023	0.051
05/31/2023	0.053
04/28/2023	0.049
03/31/2023	0.046
02/28/2023	0.045
01/31/2023	0.046
12/30/2022	0.0414
11/30/2022	0.0432
10/31/2022	0.0443
09/30/2022	0.0384
08/31/2022	0.0427
08/01/2022	0.043
06/30/2022	0.0365
06/01/2022	0.038
03/31/2022	0.0327
02/28/2022	0.0328
01/31/2022	0.0386
12/31/2021	0.033
12/30/2021	0.0334
11/30/2021	0.029
11/29/2021	0.0285
10/29/2021	0.0434
09/30/2021	0.041
09/29/2021	0.0405
08/31/2021	0.042
08/30/2021	0.0415
07/30/2021	0.0405
06/30/2021	0.041
06/29/2021	0.0413
05/28/2021	0.0487
04/30/2021	0.045
04/29/2021	0.0452
03/31/2021	0.046
03/30/2021	0.0459
02/26/2021	0.041
01/29/2021	0.048
12/31/2020	0.049
11/30/2020	0.047
10/30/2020	0.06
09/30/2020	0.055
08/31/2020	0.046
07/31/2020	0.052
06/30/2020	0.049
05/29/2020	0.044
04/30/2020	0.039
03/31/2020	0.047
02/28/2020	0.042
01/31/2020	0.046
12/31/2019	0.047
11/29/2019	0.044
10/31/2019	0.046
09/30/2019	0.046
08/30/2019	0.046
07/31/2019	0.05
06/28/2019	0.047
05/31/2019	0.049
04/30/2019	0.046
03/29/2019	0.05
02/28/2019	0.043
01/31/2019	0.048
12/31/2018	0.0448
11/30/2018	0.0458
10/31/2018	0.0474
09/28/2018	0.0453
08/31/2018	0.0464
07/31/2018	0.048
06/29/2018	0.048
05/31/2018	0.052
04/30/2018	0.045
03/29/2018	0.044
02/28/2018	0.041
01/31/2018	0.044
12/29/2017	0.05
11/30/2017	0.046
10/31/2017	0.041
09/29/2017	0.043
08/31/2017	0.043
07/31/2017	0.0444
06/30/2017	0.0441
05/31/2017	0.0443
04/28/2017	0.0444
03/31/2017	0.048
02/28/2017	0.04
01/31/2017	0.046
12/30/2016	0.047
11/30/2016	0.043
10/31/2016	0.046
09/30/2016	0.053
08/31/2016	0.047
07/29/2016	0.045
06/30/2016	0.046
05/31/2016	0.049
04/29/2016	0.046
03/31/2016	0.048
02/29/2016	0.044
01/29/2016	0.046
11/30/2015	0.044
10/30/2015	0.045
09/30/2015	0.042
08/31/2015	0.044
07/31/2015	0.043
06/30/2015	0.043
05/29/2015	0.046
04/30/2015	0.041
03/31/2015	0.043
02/27/2015	0.039
01/30/2015	0.042
12/31/2014	0.043
12/22/2014	0.285
11/28/2014	0.043
10/31/2014	0.045
09/30/2014	0.042
08/29/2014	0.045
07/31/2014	0.047
06/30/2014	0.041
05/30/2014	0.043
04/30/2014	0.046
03/31/2014	0.045
02/28/2014	0.042
01/31/2014	0.05
12/31/2013	0.049
12/20/2013	0.231
11/29/2013	0.049
10/31/2013	0.057
09/30/2013	0.051
08/30/2013	0.051
07/31/2013	0.055
06/28/2013	0.049
05/31/2013	0.053
04/30/2013	0.06
03/28/2013	0.053
02/28/2013	0.05
01/31/2013	0.075
12/31/2012	0.059
12/20/2012	0.032
11/30/2012	0.057
10/31/2012	0.068
09/28/2012	0.063
08/31/2012	0.06
07/31/2012	0.081
06/29/2012	0.057
05/31/2012	0.055
04/30/2012	0.064
03/30/2012	0.054
02/29/2012	0.054
01/31/2012	0.063
12/30/2011	0.059
11/30/2011	0.06
10/31/2011	0.054
09/30/2011	0.051
08/31/2011	0.053

Dividend Growth History for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.5728	6.68%	32.72%	-
2022	$0.4316	4.44%	-44.30%	32.72%
2021	$0.7749	8.22%	34.53%	-14.02%
2020	$0.576	6.05%	2.49%	-0.19%
2019	$0.562	6.24%	1.87%	0.48%
2018	$0.5517	5.66%	3.28%	0.75%
2017	$0.5342	5.56%	-4.61%	1.17%
2016	$0.56	6.39%	18.64%	0.32%
2015	$0.472	4.87%	-42.23%	2.45%
2014	$0.817	8.06%	-7.47%	-3.87%
2013	$0.883	8.50%	15.12%	-4.24%
2012	$0.767	8.19%	176.90%	-2.62%
2011	$0.277	2.78%	-	6.24%

Dividend Growth Chart for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) Historical Returns And Risk Info

From 02/28/2011 to 05/24/2024, the compound annualized total return (dividend reinvested) of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 5.694%. Its cumulative total return (dividend reinvested) is 108.119%.

From 02/28/2011 to 05/24/2024, the Maximum Drawdown of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 24.8%.

From 02/28/2011 to 05/24/2024, the Sharpe Ratio of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 0.97.

From 02/28/2011 to 05/24/2024, the Annualized Standard Deviation of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 5.1%.

From 02/28/2011 to 05/24/2024, the Beta of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 0.84.

	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(%)	-0.4	3.3	12.1	3.9	5.7	5.0	5.7	11.6	-7.6	11.5	6.1	12.0	-1.9	6.0	15.9	-4.6	3.7	6.7	19.9	-3.7
Sharpe Ratio	NA	1.78	2.18	0.34	0.64	0.74	0.97	1.57	-1.38	4.3	0.52	3.04	-0.96	1.86	3.22	-1.24	1.22	1.61	4.94	-0.81
Draw Down(%)	NA	1.6	2.6	12.0	24.8	24.8	24.8	3.3	12.0	1.8	24.8	2.0	5.4	2.0	4.6	8.9	4.0	5.4	3.0	11.2
Standard Deviation(%)	NA	3.4	4.0	5.0	6.5	5.3	5.1	4.7	6.6	2.7	11.2	3.5	3.3	2.9	4.9	3.8	3.0	4.1	4.0	5.4
Treynor Ratio	NA	0.09	0.13	0.02	0.05	0.05	0.06	0.1	-0.11	0.16	0.06	0.14	-0.04	0.07	0.18	-0.06	0.05	0.07	0.2	-0.06
Alpha	NA	0.03	0.02	0.01	0.01	0.01	0.01	0.01	0.0	0.03	0.0	0.0	0.0	0.0	0.02	-0.01	0.0	0.01	0.02	-0.03
Beta	NA	0.67	0.7	0.77	0.86	0.84	0.84	0.72	0.79	0.69	0.95	0.78	0.78	0.75	0.87	0.79	0.7	0.91	0.99	0.77
RSquare	NA	0.51	0.67	0.77	0.77	0.76	0.72	0.75	0.83	0.38	0.81	0.57	0.74	0.56	0.81	0.69	0.64	0.5	0.59	0.63
Yield(%)	N/A	2.2	6.8	5.8	6.2	5.7	N/A	6.7	4.4	8.2	6.1	6.2	5.7	5.6	6.4	4.9	8.1	8.5	8.2	2.8
Dividend Growth(%)	N/A	-65.2	14.1	-4.5	-0.3	N/A	N/A	32.7	-44.3	34.5	2.5	1.9	3.3	-4.6	18.6	-42.2	-7.5	15.1	176.9	N/A

Return Calculator for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX)

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) Historical Return Chart

Click here for interactive chart

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/28/2011 to 05/24/2024, the worst annualized return of 3-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is -2.89%.

From 02/28/2011 to 05/24/2024, the worst annualized return of 5-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 0.29%.

From 02/28/2011 to 05/24/2024, the worst annualized return of 10-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is 4.31%.

From 02/28/2011 to 05/24/2024, the worst annualized return of 20-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (SHOAX) is NA.

Related Articles for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS(SHOAX)