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SHOCX: AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (MUTUAL FUND)
Basic Info 9.2 0(0.0%) May 30
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 02/28/2011 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.91% |
| Expenses | 1.11% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/28/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -1.1 | 4.3 | 5.4 | 6.7 | 5.3 | 5.8 | 8.8 | 11.3 | -8.3 | 7.7 | 5.4 | 11.2 | -2.1 | 5.1 | 28.5 | -5.2 | 3.1 | 6.0 | 19.1 | -3.7 |
| Sharpe Ratio | NA | -1.37 | 0.3 | 0.45 | 1.02 | 0.61 | 0.8 | 0.73 | 1.51 | -1.5 | 3.26 | 0.46 | 2.87 | -1.07 | 1.64 | 2.27 | -1.43 | 1.03 | 1.46 | 4.85 | -0.82 |
| Draw Down(%) | NA | 4.3 | 4.3 | 7.3 | 12.7 | 24.9 | 24.9 | 1.6 | 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 | 4.2 | 3.5 | 4.8 | 4.6 | 6.4 | 5.8 | 3.0 | 4.7 | 6.5 | 2.3 | 11.2 | 3.4 | 3.2 | 2.8 | 12.5 | 3.7 | 3.0 | 4.1 | 4.0 | 5.4 |
| Treynor Ratio | NA | -0.07 | 0.01 | 0.03 | 0.06 | 0.05 | 0.06 | 0.03 | 0.1 | -0.12 | 0.12 | 0.06 | 0.13 | -0.05 | 0.07 | 0.34 | -0.07 | 0.04 | 0.07 | 0.2 | -0.06 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | -0.02 | 0.0 | 0.01 | 0.02 | -0.03 |
| Beta | NA | 0.79 | 0.73 | 0.75 | 0.77 | 0.83 | 0.82 | 0.64 | 0.74 | 0.79 | 0.63 | 0.92 | 0.76 | 0.74 | 0.69 | 0.84 | 0.77 | 0.68 | 0.88 | 0.95 | 0.76 |
| RSquared | NA | 0.58 | 0.52 | 0.74 | 0.71 | 0.48 | 0.49 | 0.46 | 0.78 | 0.83 | 0.41 | 0.78 | 0.57 | 0.71 | 0.52 | 0.1 | 0.69 | 0.64 | 0.48 | 0.56 | 0.64 |
| Yield(%) | N/A | 1.8 | 5.7 | 5.5 | 5.6 | 5.8 | N/A | 5.9 | 5.9 | 3.8 | 4.5 | 5.3 | 5.5 | 4.9 | 4.8 | 17.0 | 4.2 | 7.3 | 7.8 | 7.4 | 2.5 |
| Dividend Growth(%) | N/A | -69.3 | -0.5 | 10.1 | -28.5 | N/A | N/A | 4.6 | 37.8 | -13.6 | -15.7 | 2.7 | 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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Top Rated Funds in High Yield Bond
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- PHAYX (Putnam High Yield Advantage Y) 0.18% (92%)
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Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.09% (94%)
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- JNK (SPDR Bloomberg High Yield Bond ETF) 0.11% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.14% (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) 0.04% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.0% (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.0% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.29% (99%)
- BLW (BlackRock Limited Duration Income Trust) 0.21% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.49% (99%)
- CIK (Credit Suisse Asset Management IF) 0.35% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 0.80% (98%)
- EAD (Allspring Income Opportunities Fund) 0.29% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.08% (98%)
- MCI (Barings Corporate Investors) 1.79% (97%)
- MPV (Barings Participation Investors (the Trust)) 1.84% (97%)
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