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ISIN
US0245253135
Inception Date
Dec 2, 2012
Category
Bank Loan
Min. Investment
$250,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

SPFLX Performance Chart


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S&P 500 Index

Returns By Period


American Beacon Sound Point Floating Rate Income Fund

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPFLX Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%-0.05%0.00%-0.05%
2025-0.25%-3.00%-1.17%0.03%2.36%0.62%0.27%-0.14%0.38%-0.26%0.30%0.58%-0.39%
20240.44%0.12%1.26%0.40%0.93%-0.62%-0.15%0.69%1.23%0.91%0.53%0.31%6.21%
20231.98%0.81%-0.62%0.24%-0.17%1.41%0.93%0.00%0.70%-0.12%1.25%1.20%7.83%
20220.35%-0.89%-0.16%-0.20%-3.31%-3.46%0.84%1.09%-3.18%0.43%1.15%0.35%-6.93%
20211.03%0.89%0.38%1.05%0.70%0.42%-0.09%0.59%0.58%0.15%-0.31%0.56%6.12%

Benchmark Metrics

American Beacon Sound Point Floating Rate Income Fund has an annualized alpha of 2.35%, beta of 0.04, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since May 06, 2014.

  • This fund captured 10.36% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -30.69%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.04 may look defensive, but with R2 of 0.04 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 0.04 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
2.35%
Beta
0.04
0.04
Upside Capture
10.36%
Downside Capture
-30.69%

Expense Ratio

SPFLX has an expense ratio of 0.82%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Beacon Sound Point Floating Rate Income Fund (SPFLX) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

American Beacon Sound Point Floating Rate Income Fund provided a 4.62% dividend yield over the last twelve months, with an annual payout of $0.33 per share.


5.00%6.00%7.00%8.00%9.00%10.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.33$0.57$0.81$0.63$0.39$0.44$0.51$0.65$0.60$0.49$0.51$0.48

Dividend yield

4.62%7.83%10.28%7.63%4.72%4.76%5.56%6.75%6.07%4.78%4.96%4.81%

Monthly Dividends

The table displays the monthly dividend distributions for American Beacon Sound Point Floating Rate Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.04$0.00$0.04
2025$0.06$0.06$0.05$0.03$0.07$0.07$0.00$0.06$0.01$0.03$0.01$0.12$0.57
2024$0.06$0.07$0.10$0.07$0.07$0.00$0.07$0.07$0.07$0.06$0.06$0.10$0.81
2023$0.06$0.06$0.06$0.00$0.08$0.07$0.08$0.00$0.08$0.00$0.07$0.08$0.63
2022$0.03$0.03$0.04$0.03$0.04$0.00$0.00$0.04$0.00$0.06$0.05$0.07$0.39
2021$0.03$0.03$0.03$0.04$0.04$0.04$0.03$0.04$0.03$0.03$0.03$0.06$0.44

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 Sound Point Floating Rate Income Fund. 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 Sound Point Floating Rate Income Fund was 19.23%, occurring on Mar 24, 2020. Recovery took 203 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-19.23%Mar 2020
29d9mo 24d
10mo 23dFeb 2020 - Jan 2021
Bear market2022
-9.52%Oct 2022
9mo 9d1y 3mo
2y 12dJan 2022 - Jan 2024
2025 selloff2025
-6.70%Apr 2025
3mo 4d9mo 11d
1y 10dJan 2025 - Jan 2026
Rate-hike selloffLate 2018
-3.12%Dec 2018
1mo 22d2mo 3d
3mo 25dNov 2018 - Feb 2019
2015 pullback2015
-2.82%Dec 2015
3mo 6d3mo 8d
6mo 14dSep 2015 - Mar 2016

Drawdown Indicators


SPFLXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.10%

Current Drawdown

Current decline from peak

-2.97%

Average Drawdown

Average peak-to-trough decline

-1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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