Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHOAX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS) | 1.26% | 6.94% | 7.01% | 7.37% | 5.12% | NA | NA | 5.72% |
Data as of 06/04/2025, AR inception is 02/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHOAX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS) | 02/28/2011 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 6.94 | 7.01 | 7.37 | 5.12 | NA | NA | 5.72 | 1.26 | 9.01 | 12.22 | -7.62 | 8.39 | 6.12 | 12.03 | -1.88 | 6.01 | 15.91 | -4.62 | 3.72 | 6.69 | 19.86 | -3.70 |
| Sharpe Ratio | NA | 0.26 | 0.55 | 1.13 | 0.63 | NA | NA | 0.89 | -1.33 | 0.77 | 1.69 | -1.38 | 3.35 | 0.52 | 3.04 | -0.96 | 1.86 | 3.22 | -1.24 | 1.22 | 1.61 | 4.94 | -0.81 |
| Standard Deviation(%) | NA | 3.53 | 4.85 | 4.66 | 5.33 | NA | NA | 4.99 | 4.29 | 3.13 | 4.75 | 6.55 | 2.50 | 11.26 | 3.50 | 3.33 | 2.90 | 4.88 | 3.76 | 3.04 | 4.13 | 4.04 | 5.43 |
| Draw Down(%) | NA | 4.29 | 7.31 | 12.17 | 24.85 | NA | NA | 24.85 | 4.29 | 1.65 | 3.32 | 11.95 | 1.80 | 24.85 | 2.00 | 5.43 | 1.97 | 4.61 | 8.87 | 3.99 | 5.42 | 3.02 | 11.25 |
| Yield(%) | 0.00 | 5.92 | 6.10 | 6.16 | 5.43 | 5.55 | 4.16 | 5.94 | 2.00 | 6.70 | 6.69 | 4.43 | 5.29 | 6.03 | 6.24 | 5.66 | 5.56 | 6.39 | 4.87 | 8.06 | 8.50 | 8.19 | 2.78 |
Data as of 06/04/2025, AR inception is 02/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHOAX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS) |
-3.09%
Mar 2017 - Mar 2020 |
0.17%
Mar 2015 - Mar 2020 |
4.02%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHOAX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS) |
11.84%
Sep 2011 - Sep 2014 |
10.60%
Mar 2020 - Mar 2025 |
7.53%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart