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American Beacon Sim High Yield Opportunities Fd Cl Y: (MF: SHOYX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$9.16 USD
-0.04 (-0.44%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.67 | 3 |
| 3 months | 1.62 | 12 |
| 6 months | 4.67 | 3 |
| 1 Year | 12.68 | 3 |
| 3 Year | 3.46 | 16 |
| 5 Year | 5.55 | 3 |
| 10 Year | 5.15 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.68 |
| 5 Year | 5.54 |
| 10 Year | 5.15 |
| Since Inception | 6.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.99 | 1.62 | NA | NA |
| 2023 | 3.55 | 0.92 | 0.95 | 6.63 |
| 2022 | -3.15 | -7.31 | -0.50 | 4.26 |
| 2021 | 3.96 | 3.66 | 1.13 | -0.15 |
| 2020 | -19.29 | 15.50 | 6.27 | 7.44 |
| 2019 | 6.31 | 2.43 | 0.92 | 2.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.67 | 12.50 | -6.87 | 8.81 | 6.44 | 12.30 | -1.23 | 7.26 | 16.25 | -4.37 | 3.65 |
| % Total Return Rel to Index | 2.09 | -0.94 | 4.30 | 3.53 | -0.68 | -2.01 | 0.84 | -0.23 | -0.88 | 0.07 | 1.18 |
| % Total Return Rel to Peer | 1.81 | 1.09 | 2.12 | 4.22 | 1.61 | 0.60 | 1.31 | 1.77 | 4.56 | -0.39 | 3.11 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.31 | 0.60 | 0.50 | 0.53 | 0.59 | 0.58 | 0.57 | 0.56 | 0.58 | 0.49 | 0.51 |
| % Yield | 3.29 | 6.46 | 5.56 | 5.19 | 6.00 | 5.87 | 6.04 | 5.50 | 5.82 | 5.39 | 4.93 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 |
| Expense Ratio | 0.75 | 0.75 | 0.75 | 0.80 | 0.90 | 0.91 | 0.88 | 0.89 | 0.91 | 0.91 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%