Find A Portfolio/Ticker
Comparison Box
SHOIX: American Beacon Sim High Yiel (MUTUAL FUND)
Basic Info 9.38 0(0.0%) November 11
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (24%) |
Start Date: | 02/28/2011 |
Last Dividend Date: | 10/30/2024 |
12-Mo. Yield | 6.70% |
Expenses | 1.11% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/08/2024)
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 | 10.1 | 16.5 | 5.0 | 6.9 | 7.2 | 7.4 | 11.9 | -7.4 | 12.2 | 6.6 | 12.4 | -1.1 | 7.4 | 29.9 | -4.3 | 4.3 | 7.0 | 20.6 | -3.4 |
Sharpe Ratio | NA | 1.12 | 2.97 | 0.16 | 0.65 | 0.87 | 1.04 | 1.6 | -1.36 | 4.29 | 0.56 | 3.1 | -0.72 | 2.31 | 2.36 | -1.13 | 1.39 | 1.66 | 5.03 | -0.73 |
Draw Down(%) | NA | 1.6 | 1.6 | 11.8 | 24.6 | 24.6 | 24.6 | 3.4 | 11.8 | 1.8 | 24.6 | 2.0 | 5.1 | 1.9 | 4.7 | 8.6 | 3.9 | 5.4 | 3.0 | 11.2 |
Standard Deviation(%) | NA | 3.2 | 3.6 | 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 | 4.2 | 4.1 | 5.5 |
Treynor Ratio | NA | 0.06 | 0.16 | 0.01 | 0.05 | 0.07 | 0.07 | 0.1 | -0.11 | 0.17 | 0.07 | 0.14 | -0.03 | 0.08 | 0.34 | -0.05 | 0.06 | 0.08 | 0.2 | -0.05 |
Alpha | NA | 0.02 | 0.02 | 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 | 0.64 | 0.69 | 0.77 | 0.86 | 0.85 | 0.85 | 0.74 | 0.78 | 0.7 | 0.94 | 0.8 | 0.78 | 0.8 | 0.87 | 0.81 | 0.72 | 0.93 | 1.02 | 0.78 |
RSquared | NA | 0.43 | 0.54 | 0.77 | 0.76 | 0.49 | 0.5 | 0.77 | 0.83 | 0.34 | 0.81 | 0.58 | 0.72 | 0.61 | 0.11 | 0.7 | 0.66 | 0.5 | 0.6 | 0.64 |
Yield(%) | N/A | 5.9 | 7.3 | 5.8 | 6.6 | 7.1 | N/A | 7.0 | 4.7 | 8.7 | 6.3 | 6.6 | 5.9 | 5.9 | 18.1 | 5.2 | 8.5 | 9.0 | 8.7 | 3.0 |
Dividend Growth(%) | N/A | -12.8 | 7.4 | -13.4 | -24.2 | N/A | N/A | 31.1 | -44.4 | 37.1 | 1.7 | 2.6 | 2.2 | -64.4 | 214.0 | -41.4 | -7.7 | 14.2 | 175.8 | 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) 0.0% (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) 0.18% (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) 0.16% (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) 0.0% (94%)
- PRHYX (T. Rowe Price High Yield Fd In) 0.0% (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) 0.0% (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) 0.13% (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) 0.0% (92%)
- PHAYX (Putnam High Yield Advantage Y) 0.0% (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) 0.0% (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.11% (94%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) 0.05% (93%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) 0.06% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.22% (29%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) 0.04% (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.10% (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.30% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.64% (99%)
- BLW (BlackRock Limited Duration Income Trust) 0.35% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.46% (99%)
- CIK (Credit Suisse Asset Management IF) 0.0% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 1.52% (98%)
- EAD (Allspring Income Opportunities Fund) 0.85% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 1.22% (98%)
- MCI (Barings Corporate Investors) 0.62% (97%)
- MPV (Barings Participation Investors (the Trust)) 0.30% (97%)