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American Beacon Sim High Yield Opportunities Fd Cl A: (MF: SHOAX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$9.33 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.32 | 2 |
| 3 months | 4.47 | 9 |
| 6 months | 6.43 | 7 |
| 1 Year | 14.86 | 2 |
| 3 Year | 4.16 | 15 |
| 5 Year | 5.93 | 4 |
| 10 Year | 5.13 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 7.25 |
| 5 Year | 4.21 |
| 10 Year | 4.30 |
| Since Inception | 5.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.02 | 1.43 | NA | NA |
| 2023 | 3.47 | 0.83 | 0.87 | 6.56 |
| 2022 | -3.15 | -7.41 | -0.70 | 4.19 |
| 2021 | 3.88 | 3.59 | 0.94 | -0.24 |
| 2020 | -19.49 | 15.35 | 6.23 | 7.52 |
| 2019 | 6.25 | 2.37 | 0.87 | 2.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.32 | 12.17 | -7.23 | 8.36 | 6.08 | 12.03 | -1.88 | 7.08 | 15.88 | -4.63 | 3.21 |
| % Total Return Rel to Index | 2.04 | -1.28 | 3.94 | 3.07 | -1.05 | -2.27 | 0.19 | -0.42 | -1.25 | -0.18 | 0.75 |
| % Total Return Rel to Peer | 2.58 | 0.76 | 1.76 | 3.77 | 1.24 | 0.34 | 0.66 | 1.59 | 4.18 | -0.66 | 2.68 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 1.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.40 | 0.57 | 0.47 | 0.49 | 0.57 | 0.56 | 0.55 | 0.53 | 0.55 | 0.47 | 0.48 |
| % Yield | 4.09 | 6.23 | 5.24 | 4.88 | 5.78 | 5.64 | 5.83 | 5.23 | 5.54 | 5.09 | 4.61 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 |
| Expense Ratio | 1.07 | 1.07 | 1.07 | 1.09 | 1.15 | 1.17 | 1.07 | 1.20 | 1.23 | 1.22 | 1.32 |
* 1 = Top 20%, 5 = Bottom 20%