SHOCX | AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS

Basic Info 9.15 0.02(0.22%)
June 14

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS started on 02/28/2011

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS is classified as asset class High Yield Bond

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS expense ratio is 1.11%

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS rating is

(25%)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) Dividend Info

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) dividend growth in the last 12 months is 10.86%

The trailing 12-month yield of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS is 5.96%. its dividend history:

Date	Dividend
05/30/2024	0.043
04/29/2024	0.0437
03/27/2024	0.0455
02/29/2024	0.0459
01/31/2024	0.0435
12/29/2023	0.045
11/30/2023	0.045
10/31/2023	0.042
09/29/2023	0.042
08/31/2023	0.038
07/31/2023	0.04
06/30/2023	0.046
05/31/2023	0.048
04/28/2023	0.044
03/31/2023	0.041
02/28/2023	0.04
01/31/2023	0.042
12/30/2022	0.0364
11/30/2022	0.0383
10/31/2022	0.0393
09/30/2022	0.0335
08/31/2022	0.0374
08/01/2022	0.0374
06/30/2022	0.0314
06/01/2022	0.0329
03/31/2022	0.0271
02/28/2022	0.0277
01/31/2022	0.0328
12/31/2021	0.028
12/30/2021	0.0275
11/30/2021	0.023
11/29/2021	0.0227
10/29/2021	0.0377
09/30/2021	0.035
09/29/2021	0.0349
08/31/2021	0.036
08/30/2021	0.0357
07/30/2021	0.0346
06/30/2021	0.035
06/29/2021	0.0353
05/28/2021	0.0427
04/30/2021	0.04
04/29/2021	0.0396
03/31/2021	0.04
03/30/2021	0.0402
02/26/2021	0.036
01/29/2021	0.042
12/31/2020	0.043
11/30/2020	0.042
10/30/2020	0.055
09/30/2020	0.05
08/31/2020	0.04
07/31/2020	0.047
06/30/2020	0.044
05/29/2020	0.039
04/30/2020	0.035
03/31/2020	0.042
02/28/2020	0.036
01/31/2020	0.04
12/31/2019	0.042
11/29/2019	0.038
10/31/2019	0.04
09/30/2019	0.04
08/30/2019	0.041
07/31/2019	0.044
06/28/2019	0.042
05/31/2019	0.044
04/30/2019	0.041
03/29/2019	0.044
02/28/2019	0.039
01/31/2019	0.043
12/31/2018	0.0412
11/30/2018	0.0402
10/31/2018	0.0415
09/28/2018	0.0396
08/31/2018	0.0402
07/31/2018	0.042
06/29/2018	0.041
05/31/2018	0.046
04/30/2018	0.039
03/29/2018	0.038
02/28/2018	0.036
01/31/2018	0.037
12/29/2017	0.042
11/30/2017	0.04
10/31/2017	0.035
09/29/2017	0.038
08/31/2017	0.0372
07/31/2017	0.0385
06/30/2017	0.0383
05/31/2017	0.0383
04/28/2017	0.0387
03/31/2017	0.043
02/28/2017	0.035
01/31/2017	0.04
12/30/2016	0.041
12/22/2016	1.049
11/30/2016	0.037
10/31/2016	0.04
09/30/2016	0.047
08/31/2016	0.041
07/29/2016	0.039
06/30/2016	0.041
04/29/2016	0.04
03/31/2016	0.043
02/29/2016	0.039
01/29/2016	0.041
11/30/2015	0.039
10/30/2015	0.04
09/30/2015	0.036
08/31/2015	0.038
07/31/2015	0.037
06/30/2015	0.037
05/29/2015	0.04
04/30/2015	0.035
03/31/2015	0.037
02/27/2015	0.033
01/30/2015	0.036
12/31/2014	0.037
12/22/2014	0.285
11/28/2014	0.037
10/31/2014	0.039
09/30/2014	0.036
08/29/2014	0.038
07/31/2014	0.041
06/30/2014	0.035
05/30/2014	0.036
04/30/2014	0.04
03/31/2014	0.039
02/28/2014	0.037
01/31/2014	0.044
12/31/2013	0.042
12/20/2013	0.231
11/29/2013	0.043
10/31/2013	0.05
09/30/2013	0.045
08/30/2013	0.045
07/31/2013	0.049
06/28/2013	0.043
05/31/2013	0.047
04/30/2013	0.053
03/28/2013	0.046
02/28/2013	0.044
01/31/2013	0.068
12/31/2012	0.053
12/20/2012	0.032
11/30/2012	0.051
10/31/2012	0.061
09/28/2012	0.057
08/31/2012	0.054
07/31/2012	0.075
06/29/2012	0.051
05/31/2012	0.049
04/30/2012	0.059
03/30/2012	0.048
02/29/2012	0.048
01/31/2012	0.057
12/30/2011	0.053
11/30/2011	0.054
10/31/2011	0.049
09/30/2011	0.045
08/31/2011	0.047

Dividend Growth History for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.513	5.93%	37.09%	-
2022	$0.3742	3.81%	-43.81%	37.09%
2021	$0.6659	7.00%	29.81%	-12.23%
2020	$0.513	5.35%	3.01%	0.00%
2019	$0.498	5.49%	3.38%	0.74%
2018	$0.4817	4.93%	3.81%	1.27%
2017	$0.464	4.81%	-69.03%	1.69%
2016	$1.498	17.02%	267.16%	-14.19%
2015	$0.408	4.20%	-45.16%	2.90%
2014	$0.744	7.32%	-7.69%	-4.05%
2013	$0.806	7.75%	15.97%	-4.42%
2012	$0.695	7.41%	180.24%	-2.72%
2011	$0.248	2.49%	-	6.24%

Dividend Growth Chart for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) Historical Returns And Risk Info

From 02/28/2011 to 06/14/2024, the compound annualized total return (dividend reinvested) of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 5.912%. Its cumulative total return (dividend reinvested) is 114.546%.

From 02/28/2011 to 06/14/2024, the Maximum Drawdown of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 24.9%.

From 02/28/2011 to 06/14/2024, the Sharpe Ratio of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 0.85.

From 02/28/2011 to 06/14/2024, the Annualized Standard Deviation of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 5.9%.

From 02/28/2011 to 06/14/2024, the Beta of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 0.83.

	Last 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(%)	0.0	3.5	11.3	2.8	5.1	5.3	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	1.08	1.8	0.08	0.52	0.65	0.85	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	3.1	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	0.05	0.1	0.0	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
RSquare	NA	0.56	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	2.5	6.0	5.0	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	-56.8	10.9	-5.3	-28.7	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

Return Calculator for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX)

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AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) Historical Return Chart

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AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/28/2011 to 06/14/2024, the worst annualized return of 3-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is -3.47%.

From 02/28/2011 to 06/14/2024, the worst annualized return of 5-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 1.89%.

From 02/28/2011 to 06/14/2024, the worst annualized return of 10-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is 4.74%.

From 02/28/2011 to 06/14/2024, the worst annualized return of 20-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS (SHOCX) is NA.

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