Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHOIX (American Beacon Sim High Yiel) | 2.04% | 7.32% | 9.39% | 7.94% | 6.95% | NA | NA | 7.11% |
Data as of 06/30/2025, AR inception is 02/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHOIX (American Beacon Sim High Yiel) | 02/28/2011 | 06/30/2025 |
| 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 (%) | 0.33 | 7.32 | 9.39 | 7.94 | 6.95 | NA | NA | 7.11 | 2.04 | 9.33 | 12.55 | -7.38 | 8.85 | 6.57 | 12.40 | -1.14 | 7.36 | 29.91 | -4.28 | 4.29 | 7.01 | 20.59 | -3.40 |
| Sharpe Ratio | NA | 1.11 | 1.26 | 1.27 | 0.85 | NA | NA | 1.01 | 0.29 | 0.86 | 1.72 | -1.36 | 3.44 | 0.56 | 3.10 | -0.73 | 2.31 | 2.36 | -1.13 | 1.39 | 1.66 | 5.03 | -0.73 |
| Standard Deviation(%) | NA | 3.57 | 4.62 | 4.55 | 6.49 | NA | NA | 5.88 | 4.06 | 3.19 | 4.86 | 6.47 | 2.56 | 11.26 | 3.54 | 3.38 | 2.93 | 12.57 | 3.82 | 3.07 | 4.20 | 4.12 | 5.50 |
| Draw Down(%) | NA | 3.67 | 7.26 | 11.96 | 24.63 | NA | NA | 24.63 | 3.67 | 1.64 | 3.39 | 11.83 | 1.75 | 24.63 | 1.95 | 5.06 | 1.95 | 4.69 | 8.59 | 3.90 | 5.37 | 2.98 | 11.16 |
| Yield(%) | 0.00 | 5.64 | 6.78 | 6.52 | 6.86 | 6.55 | 4.91 | 7.02 | 2.13 | 7.03 | 7.00 | 4.71 | 5.63 | 6.32 | 6.57 | 5.94 | 5.89 | 18.14 | 5.23 | 8.52 | 8.99 | 8.74 | 2.98 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| SHOIX (American Beacon Sim High Yiel) |
-2.28%
Mar 2017 - Mar 2020 |
3.04%
Sep 2017 - Sep 2022 |
5.68%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHOIX (American Beacon Sim High Yiel) |
13.42%
Feb 2016 - Feb 2019 |
11.35%
Feb 2016 - Feb 2021 |
9.30%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart