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SHOCX: AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (MUTUAL FUND)
Basic Info 9.15 0(0.0%) May 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (25%) |
Start Date: | 02/28/2011 |
Last Dividend Date: | 04/29/2024 |
12-Mo. Yield | 6.02% |
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(%) | -0.3 | 3.0 | 11.5 | 3.1 | 5.0 | 5.4 | 5.9 | 10.7 | -8.2 | 10.3 | 5.5 | 11.2 | -2.1 | 5.1 | 28.5 | -5.2 | 3.1 | 6.0 | 19.1 | -3.7 |
Sharpe Ratio | NA | 1.68 | 2.03 | 0.17 | 0.51 | 0.68 | 0.86 | 1.39 | -1.49 | 4.1 | 0.46 | 2.87 | -1.07 | 1.64 | 2.27 | -1.43 | 1.03 | 1.46 | 4.85 | -0.82 |
Draw Down(%) | NA | 1.6 | 2.7 | 12.3 | 24.9 | 24.9 | 24.9 | 3.5 | 12.3 | 1.8 | 24.9 | 2.0 | 5.2 | 2.0 | 4.8 | 9.2 | 4.2 | 5.6 | 3.0 | 11.4 |
Standard Deviation(%) | NA | 3.2 | 3.9 | 4.9 | 6.4 | 6.4 | 5.9 | 4.7 | 6.5 | 2.5 | 11.2 | 3.4 | 3.2 | 2.8 | 12.5 | 3.7 | 3.0 | 4.1 | 4.0 | 5.4 |
Treynor Ratio | NA | 0.08 | 0.11 | 0.01 | 0.04 | 0.05 | 0.06 | 0.09 | -0.12 | 0.16 | 0.06 | 0.13 | -0.05 | 0.07 | 0.34 | -0.07 | 0.04 | 0.07 | 0.2 | -0.06 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | -0.02 | 0.0 | 0.01 | 0.02 | -0.03 |
Beta | NA | 0.65 | 0.7 | 0.76 | 0.85 | 0.83 | 0.83 | 0.72 | 0.79 | 0.63 | 0.94 | 0.76 | 0.74 | 0.69 | 0.84 | 0.77 | 0.68 | 0.88 | 0.95 | 0.76 |
RSquared | NA | 0.55 | 0.7 | 0.78 | 0.77 | 0.49 | 0.49 | 0.76 | 0.83 | 0.36 | 0.81 | 0.57 | 0.71 | 0.52 | 0.1 | 0.69 | 0.64 | 0.48 | 0.56 | 0.64 |
Yield(%) | N/A | 2.0 | 6.0 | 5.1 | 5.4 | 5.9 | N/A | 5.9 | 3.8 | 7.0 | 5.3 | 5.5 | 4.9 | 4.8 | 17.0 | 4.2 | 7.3 | 7.8 | 7.4 | 2.5 |
Dividend Growth(%) | N/A | -65.2 | 15.7 | -5.5 | -28.5 | N/A | N/A | 37.1 | -43.8 | 29.8 | 3.0 | 3.4 | 3.8 | -69.0 | 267.2 | -45.2 | -7.7 | 16.0 | 180.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2011
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