- Issuer
- American Beacon
- Inception Date
- Feb 14, 2011
- Category
- High Yield Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Bond
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
SHOYX Performance Chart
American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) is up 2.1% since the beginning of the year. SHOYX is currently trading at $9 per share. Investors who bought $1,000 worth of SHOYX shares 5 years ago would now be looking at an investment worth $1,268.
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Returns By Period
American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) has returned 2.06% so far this year and 9.42% over the past 12 months. Over the last ten years, SHOYX has returned 6.27% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Beacon SiM High Yield Opportunities Fund Class Y
- 1D
- 0.11%
- 1M
- 0.38%
- YTD
- 2.06%
- 6M
- 2.66%
- 1Y
- 9.42%
- 3Y*
- 9.14%
- 5Y*
- 4.86%
- 10Y*
- 6.27%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SHOYX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2012, SHOYX's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 years.
Historically, 68% of months were positive and 32% were negative. The best month was May 2020 with a return of +7.5%, while the worst month was Mar 2020 at -17.2%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SHOYX closed higher 43% of trading days. The best single day was Apr 9, 2020 with a return of +2.1%, while the worst single day was Mar 9, 2020 at -5.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.82% | 0.67% | -0.97% | 1.58% | 0.28% | -0.32% | 2.06% | ||||||
| 2025 | 1.41% | 0.71% | -0.77% | -0.84% | 1.11% | 1.53% | 0.91% | 2.15% | 0.95% | 0.56% | 0.87% | 0.58% | 9.52% |
| 2024 | 1.36% | 0.38% | 0.66% | -0.64% | 1.46% | 0.22% | 1.80% | 1.92% | 1.37% | -0.40% | 0.55% | -0.26% | 8.69% |
| 2023 | 3.49% | -0.82% | 0.90% | 0.83% | -0.51% | 0.62% | 1.25% | -0.34% | -0.46% | -1.86% | 4.06% | 3.81% | 11.30% |
| 2022 | -1.93% | -0.68% | -0.57% | -3.32% | 1.25% | -5.74% | 4.57% | -1.62% | -4.23% | 2.83% | 1.83% | -0.41% | -8.20% |
| 2021 | 1.70% | 1.19% | 1.03% | 0.91% | 1.25% | 1.47% | -0.27% | 0.75% | 0.64% | -0.44% | -1.11% | 1.41% | 8.82% |
Benchmark Metrics
American Beacon SiM High Yield Opportunities Fund Class Y has an annualized alpha of 4.79%, beta of 0.14, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since January 03, 2012.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (36.90%) than losses (36.11%) - typical of diversified or defensive assets.
- Beta of 0.14 may look defensive, but with R2 of 0.24 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.24 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.79%
- Beta
- 0.14
- R²
- 0.24
- Upside Capture
- 36.90%
- Downside Capture
- 36.11%
Expense Ratio
SHOYX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SHOYX ranks 96 for risk / return — in the top 96% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SHOYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +3.34 | ||
| Omega ratioGain probability vs. loss probability | 1.85 | 1.37 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 4.80 | 2.78 | +2.01 |
| Martin ratioReturn relative to average drawdown | 24.10 | 12.44 | +11.67 |
Dividends
Dividend History
American Beacon SiM High Yield Opportunities Fund Class Y provided a 6.29% dividend yield over the last twelve months, with an annual payout of $0.59 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.59 | $0.66 | $0.52 | $0.51 | $0.38 | $0.53 | $0.60 | $0.59 | $0.57 | $0.56 | $0.64 | $0.46 |
Dividend yield | 6.29% | 6.97% | 5.67% | 5.62% | 4.38% | 5.43% | 6.30% | 6.17% | 6.36% | 5.79% | 6.63% | 5.19% |
Monthly Dividends
The table displays the monthly dividend distributions for American Beacon SiM High Yield Opportunities Fund Class Y. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.00 | $0.18 | ||||||
| 2025 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.04 | $0.11 | $0.66 |
| 2024 | $0.05 | $0.05 | $0.00 | $0.05 | $0.05 | $0.00 | $0.05 | $0.06 | $0.05 | $0.05 | $0.05 | $0.06 | $0.52 |
| 2023 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.05 | $0.05 | $0.00 | $0.05 | $0.00 | $0.05 | $0.05 | $0.51 |
| 2022 | $0.04 | $0.04 | $0.04 | $0.00 | $0.08 | $0.00 | $0.00 | $0.05 | $0.00 | $0.05 | $0.05 | $0.04 | $0.38 |
| 2021 | $0.05 | $0.04 | $0.05 | $0.05 | $0.05 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.03 | $0.04 | $0.53 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Beacon SiM High Yield Opportunities Fund Class Y. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Beacon SiM High Yield Opportunities Fund Class Y was 24.66%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.
The current American Beacon SiM High Yield Opportunities Fund Class Y drawdown is 0.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -24.66%Mar 2020 | 2mo 15d | 7mo 17d | 10mo 2dJan 2020 - Nov 2020 |
Bear market2022 | -12.31%Sep 2022 | 12mo | 1y 2mo | 2y 2moOct 2021 - Dec 2023 |
2016 correction2016 | -11.82%Feb 2016 | 8mo 14d | 3mo 20d | 12mo 4dJun 2015 - May 2016 |
2013 pullback2013 | -5.89%Jun 2013 | 1mo 16d | 5mo 7d | 6mo 23dMay 2013 - Nov 2013 |
Rate-hike selloffLate 2018 | -5.07%Dec 2018 | 2mo 23d | 2mo 1d | 4mo 24dOct 2018 - Feb 2019 |
Drawdown Indicators
| SHOYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -56.78% | +32.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.00% | -9.10% | +7.10% |
Max Drawdown (3Y)Largest decline over 3 years | -3.67% | -18.90% | +15.23% |
Max Drawdown (5Y)Largest decline over 5 years | -12.31% | -25.43% | +13.12% |
Max Drawdown (10Y)Largest decline over 10 years | -24.66% | -33.92% | +9.26% |
Current DrawdownCurrent decline from peak | -0.32% | -1.80% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -10.71% | +8.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 2.03% | -1.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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