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ADNPX vs. SHYPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ADNPX vs. SHYPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon ARK Transformational Innovation Fund (ADNPX) and American Beacon SiM High Yld Opps Fund (SHYPX). The values are adjusted to include any dividend payments, if applicable.

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ADNPX vs. SHYPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADNPX
American Beacon ARK Transformational Innovation Fund
-11.98%35.66%8.19%67.46%-66.37%-22.90%147.19%31.93%-3.50%65.99%
SHYPX
American Beacon SiM High Yld Opps Fund
0.05%9.15%10.25%13.26%-8.39%8.34%6.08%12.05%-1.46%5.74%

Returns By Period

In the year-to-date period, ADNPX achieves a -11.98% return, which is significantly lower than SHYPX's 0.05% return.


ADNPX

1D
6.45%
1M
-8.89%
YTD
-11.98%
6M
-20.08%
1Y
41.36%
3Y*
18.67%
5Y*
-10.49%
10Y*

SHYPX

1D
0.43%
1M
-1.27%
YTD
0.05%
6M
1.77%
1Y
7.73%
3Y*
9.24%
5Y*
5.43%
10Y*
6.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ADNPX vs. SHYPX - Expense Ratio Comparison

ADNPX has a 1.39% expense ratio, which is higher than SHYPX's 1.10% expense ratio.


Return for Risk

ADNPX vs. SHYPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADNPX
ADNPX Risk / Return Rank: 4747
Overall Rank
ADNPX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ADNPX Sortino Ratio Rank: 6262
Sortino Ratio Rank
ADNPX Omega Ratio Rank: 4343
Omega Ratio Rank
ADNPX Calmar Ratio Rank: 4848
Calmar Ratio Rank
ADNPX Martin Ratio Rank: 3030
Martin Ratio Rank

SHYPX
SHYPX Risk / Return Rank: 9494
Overall Rank
SHYPX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SHYPX Sortino Ratio Rank: 9696
Sortino Ratio Rank
SHYPX Omega Ratio Rank: 9696
Omega Ratio Rank
SHYPX Calmar Ratio Rank: 8989
Calmar Ratio Rank
SHYPX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADNPX vs. SHYPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon ARK Transformational Innovation Fund (ADNPX) and American Beacon SiM High Yld Opps Fund (SHYPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ADNPXSHYPXDifference

Sharpe ratio

Return per unit of total volatility

1.03

2.35

-1.32

Sortino ratio

Return per unit of downside risk

1.67

3.36

-1.69

Omega ratio

Gain probability vs. loss probability

1.20

1.56

-0.36

Calmar ratio

Return relative to maximum drawdown

1.29

2.59

-1.30

Martin ratio

Return relative to average drawdown

3.45

11.26

-7.80

ADNPX vs. SHYPX - Sharpe Ratio Comparison

The current ADNPX Sharpe Ratio is 1.03, which is lower than the SHYPX Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of ADNPX and SHYPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ADNPXSHYPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

2.35

-1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

1.27

-1.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

1.38

-1.07

Correlation

The correlation between ADNPX and SHYPX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ADNPX vs. SHYPX - Dividend Comparison

ADNPX has not paid dividends to shareholders, while SHYPX's dividend yield for the trailing twelve months is around 5.92%.


TTM20252024202320222021202020192018201720162015
ADNPX
American Beacon ARK Transformational Innovation Fund
0.00%0.00%0.00%0.00%9.67%31.49%0.39%3.31%6.56%3.64%0.00%0.00%
SHYPX
American Beacon SiM High Yld Opps Fund
5.92%6.63%7.06%7.39%4.10%5.09%6.05%5.91%6.09%5.52%6.38%4.95%

Drawdowns

ADNPX vs. SHYPX - Drawdown Comparison

The maximum ADNPX drawdown since its inception was -79.98%, which is greater than SHYPX's maximum drawdown of -24.85%. Use the drawdown chart below to compare losses from any high point for ADNPX and SHYPX.


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Drawdown Indicators


ADNPXSHYPXDifference

Max Drawdown

Largest peak-to-trough decline

-79.98%

-24.85%

-55.13%

Max Drawdown (1Y)

Largest decline over 1 year

-30.04%

-3.15%

-26.89%

Max Drawdown (5Y)

Largest decline over 5 years

-76.39%

-12.50%

-63.89%

Max Drawdown (10Y)

Largest decline over 10 years

-24.85%

Current Drawdown

Current decline from peak

-54.40%

-1.37%

-53.03%

Average Drawdown

Average peak-to-trough decline

-34.45%

-1.90%

-32.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.19%

0.72%

+10.47%

Volatility

ADNPX vs. SHYPX - Volatility Comparison

American Beacon ARK Transformational Innovation Fund (ADNPX) has a higher volatility of 12.63% compared to American Beacon SiM High Yld Opps Fund (SHYPX) at 1.03%. This indicates that ADNPX's price experiences larger fluctuations and is considered to be riskier than SHYPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADNPXSHYPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.63%

1.03%

+11.60%

Volatility (6M)

Calculated over the trailing 6-month period

26.56%

1.87%

+24.69%

Volatility (1Y)

Calculated over the trailing 1-year period

41.35%

3.32%

+38.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.07%

4.31%

+40.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.73%

5.13%

+34.60%