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SHOAX: AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS (MUTUAL FUND)
Basic Info 9.06 0.01(0.11%) May 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (25%) |
Start Date: | 02/28/2011 |
Last Dividend Date: | 04/29/2024 |
12-Mo. Yield | 6.78% |
Expenses | 1.11% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 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 | 3.1 | 12.2 | 3.9 | 5.8 | 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 |
RSquared | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2011
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Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) 0.0% (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) 0.19% (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) 0.0% (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) 0.12% (94%)
- PRHYX (T. Rowe Price High Yield Fd In) 0.0% (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) 0.31% (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) 0.23% (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) 0.0% (93%)
- PHAYX (Putnam High Yield Advantage Y) 0.0% (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) 0.06% (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.35% (94%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) 0.34% (94%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) 0.35% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.36% (30%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) 0.32% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.42% (29%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.10% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.27% (99%)
- BLW (BlackRock Limited Duration Income Trust) 0.07% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.49% (99%)
- CIK (Credit Suisse Asset Management IF) 0.34% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 0.82% (98%)
- EAD (Allspring Income Opportunities Fund) 0.30% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.43% (98%)
- MCI (Barings Corporate Investors) 1.11% (98%)
- MPV (Barings Participation Investors (the Trust)) 0.44% (97%)