SHOYX | AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS

Basic Info 9.09 0.01(0.11%)
May 06

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

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

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

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS rating is

(24%)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) Dividend Info

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) dividend growth in the last 12 months is 13.60%

The trailing 12-month yield of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS is 6.66%. its dividend history:

Date	Dividend
04/29/2024	0.051
03/27/2024	0.054
02/29/2024	0.054
01/31/2024	0.052
12/29/2023	0.053
11/30/2023	0.053
10/31/2023	0.05
09/29/2023	0.049
08/31/2023	0.046
07/31/2023	0.048
06/30/2023	0.053
05/31/2023	0.055
04/28/2023	0.052
03/31/2023	0.048
02/28/2023	0.047
01/31/2023	0.049
12/30/2022	0.044
11/30/2022	0.046
10/31/2022	0.047
09/30/2022	0.041
08/31/2022	0.045
08/01/2022	0.045
06/30/2022	0.039
06/01/2022	0.041
03/31/2022	0.036
02/28/2022	0.035
01/31/2022	0.041
12/31/2021	0.036
12/30/2021	0.036
11/30/2021	0.031
11/29/2021	0.031
10/29/2021	0.046
09/30/2021	0.043
09/29/2021	0.043
08/31/2021	0.044
08/30/2021	0.044
07/30/2021	0.043
06/30/2021	0.044
06/29/2021	0.044
05/28/2021	0.051
04/30/2021	0.048
04/29/2021	0.048
03/31/2021	0.049
03/30/2021	0.049
02/26/2021	0.044
01/29/2021	0.051
12/31/2020	0.051
11/30/2020	0.049
10/30/2020	0.062
09/30/2020	0.057
08/31/2020	0.048
07/31/2020	0.054
06/30/2020	0.05
05/29/2020	0.046
04/30/2020	0.041
03/31/2020	0.048
02/28/2020	0.044
01/31/2020	0.048
12/31/2019	0.05
11/29/2019	0.046
10/31/2019	0.049
09/30/2019	0.048
08/30/2019	0.049
07/31/2019	0.051
06/28/2019	0.049
05/31/2019	0.051
04/30/2019	0.049
03/29/2019	0.052
02/28/2019	0.046
01/31/2019	0.05
12/31/2018	0.05
11/30/2018	0.048
10/31/2018	0.049
09/28/2018	0.047
08/31/2018	0.048
07/31/2018	0.049
06/29/2018	0.049
05/31/2018	0.052
04/30/2018	0.047
03/29/2018	0.046
02/28/2018	0.043
01/31/2018	0.046
12/29/2017	0.047
11/30/2017	0.048
10/31/2017	0.044
09/29/2017	0.046
08/31/2017	0.046
07/31/2017	0.047
06/30/2017	0.047
05/31/2017	0.047
04/28/2017	0.047
03/31/2017	0.051
02/28/2017	0.043
01/31/2017	0.049
12/30/2016	0.049
12/22/2016	1.049
11/30/2016	0.045
10/31/2016	0.048
09/30/2016	0.055
08/31/2016	0.049
07/29/2016	0.047
06/30/2016	0.049
04/29/2016	0.048
03/31/2016	0.051
02/29/2016	0.047
01/29/2016	0.048
11/30/2015	0.046
10/30/2015	0.048
09/30/2015	0.044
08/31/2015	0.047
07/31/2015	0.046
06/30/2015	0.045
05/29/2015	0.048
04/30/2015	0.043
03/31/2015	0.046
02/27/2015	0.041
01/30/2015	0.044
12/31/2014	0.046
12/22/2014	0.285
11/28/2014	0.045
10/31/2014	0.048
09/30/2014	0.045
08/29/2014	0.047
07/31/2014	0.05
06/30/2014	0.045
05/30/2014	0.046
04/30/2014	0.049
03/31/2014	0.049
02/28/2014	0.045
01/31/2014	0.053
12/31/2013	0.052
12/20/2013	0.231
11/29/2013	0.052
10/31/2013	0.06
09/30/2013	0.055
08/30/2013	0.054
07/31/2013	0.059
06/28/2013	0.053
05/31/2013	0.057
04/30/2013	0.063
03/28/2013	0.056
02/28/2013	0.053
01/31/2013	0.078
12/31/2012	0.063
12/20/2012	0.032
11/30/2012	0.06
10/31/2012	0.071
09/28/2012	0.067
08/31/2012	0.063
07/31/2012	0.085
06/29/2012	0.06
05/31/2012	0.058
04/30/2012	0.068
03/30/2012	0.058
02/29/2012	0.057
01/31/2012	0.066
12/30/2011	0.062
11/30/2011	0.063
10/31/2011	0.057
09/30/2011	0.054
08/31/2011	0.056

Dividend Growth History for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.603	7.00%	31.09%	-
2022	$0.46	4.71%	-44.24%	31.09%
2021	$0.825	8.72%	37.96%	-14.51%
2020	$0.598	6.27%	1.36%	0.28%
2019	$0.59	6.53%	2.79%	0.55%
2018	$0.574	5.90%	2.14%	0.99%
2017	$0.562	5.85%	-64.54%	1.18%
2016	$1.585	18.11%	218.27%	-12.90%
2015	$0.498	5.15%	-41.62%	2.42%
2014	$0.853	8.43%	-7.58%	-3.78%
2013	$0.923	8.89%	14.23%	-4.17%
2012	$0.808	8.63%	176.71%	-2.63%
2011	$0.292	2.93%	-	6.23%

Dividend Growth Chart for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX)

AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) Historical Returns And Risk Info

From 02/28/2011 to 05/06/2024, the compound annualized total return (dividend reinvested) of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 7.082%. Its cumulative total return (dividend reinvested) is 146.391%.

From 02/28/2011 to 05/06/2024, the Maximum Drawdown of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 24.7%.

From 02/28/2011 to 05/06/2024, the Sharpe Ratio of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 1.03.

From 02/28/2011 to 05/06/2024, the Annualized Standard Deviation of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 6.0%.

From 02/28/2011 to 05/06/2024, the Beta of AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 0.84.

	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(%)	0.6	2.4	11.1	4.2	5.8	6.6	7.1	11.9	-7.3	12.2	6.5	12.4	-1.2	7.3	29.9	-4.4	4.2	6.9	20.5	-3.6
Sharpe Ratio	NA	1.09	1.76	0.38	0.65	0.86	1.03	1.6	-1.34	4.31	0.56	3.14	-0.74	2.35	2.36	-1.17	1.36	1.61	4.98	-0.77
Draw Down(%)	NA	1.6	2.7	11.7	24.7	24.7	24.7	3.3	11.7	1.8	24.7	1.9	5.1	1.8	4.6	8.6	3.9	5.4	3.0	11.2
Standard Deviation(%)	NA	3.4	4.1	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	4.3	4.1	5.5
Treynor Ratio	NA	0.05	0.1	0.02	0.05	0.07	0.07	0.11	-0.11	0.18	0.07	0.14	-0.03	0.09	0.35	-0.06	0.06	0.07	0.2	-0.05
Alpha	NA	0.02	0.01	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	0.69	0.73	0.77	0.86	0.84	0.84	0.73	0.79	0.67	0.94	0.78	0.78	0.77	0.86	0.79	0.73	0.94	1.02	0.77
RSquare	NA	0.58	0.71	0.77	0.76	0.49	0.5	0.75	0.83	0.31	0.8	0.58	0.72	0.61	0.11	0.7	0.67	0.5	0.59	0.63
Yield(%)	N/A	2.2	7.1	6.2	6.5	6.9	N/A	7.1	4.9	8.6	6.3	6.6	6.1	6.0	18.3	5.2	8.3	8.9	8.7	2.9
Dividend Growth(%)	N/A	-67.2	13.6	-3.2	-24.1	N/A	N/A	27.1	-40.7	35.0	0.0	1.7	1.7	-63.8	220.0	-40.5	-8.7	13.6	179.3	N/A

Return Calculator for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX)

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AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) Historical Return Chart

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AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) 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 05/06/2024, the worst annualized return of 3-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 0.34%.

From 02/28/2011 to 05/06/2024, the worst annualized return of 5-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 3.55%.

From 02/28/2011 to 05/06/2024, the worst annualized return of 10-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is 6.88%.

From 02/28/2011 to 05/06/2024, the worst annualized return of 20-year rolling returns for AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS (SHOYX) is NA.

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