AGEPX vs. HYGV
Compare and contrast key facts about American Beacon Frontier Markets Income Fund (AGEPX) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV).
AGEPX is managed by American Beacon. It was launched on Feb 24, 2014. HYGV is a passively managed fund by Northern Trust that tracks the performance of the Northern Trust High Yield Value-Scored US Corporate Bond Index. It was launched on Jul 17, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGEPX or HYGV.
Correlation
The correlation between AGEPX and HYGV is 0.33, 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.
Performance
AGEPX vs. HYGV - Performance Comparison
Key characteristics
AGEPX:
3.89
HYGV:
1.92
AGEPX:
5.68
HYGV:
2.79
AGEPX:
1.94
HYGV:
1.35
AGEPX:
7.70
HYGV:
3.19
AGEPX:
25.68
HYGV:
13.01
AGEPX:
0.50%
HYGV:
0.60%
AGEPX:
3.27%
HYGV:
4.09%
AGEPX:
-21.27%
HYGV:
-23.47%
AGEPX:
-1.26%
HYGV:
-0.69%
Returns By Period
In the year-to-date period, AGEPX achieves a 1.43% return, which is significantly higher than HYGV's 1.29% return.
AGEPX
1.43%
-0.70%
6.48%
12.40%
5.10%
5.32%
HYGV
1.29%
-0.06%
2.75%
7.62%
4.71%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGEPX vs. HYGV - Expense Ratio Comparison
AGEPX has a 1.38% expense ratio, which is higher than HYGV's 0.37% expense ratio.
Risk-Adjusted Performance
AGEPX vs. HYGV — Risk-Adjusted Performance Rank
AGEPX
HYGV
AGEPX vs. HYGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Frontier Markets Income Fund (AGEPX) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV). 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.
Dividends
AGEPX vs. HYGV - Dividend Comparison
AGEPX's dividend yield for the trailing twelve months is around 11.27%, more than HYGV's 7.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 11.30% | 11.93% | 9.40% | 8.76% | 7.66% | 7.08% | 8.40% | 9.57% | 7.08% | 7.84% | 7.43% | 2.96% |
HYGV FlexShares High Yield Value-Scored US Bond Index Fund | 8.04% | 8.20% | 8.77% | 7.64% | 6.07% | 6.18% | 7.95% | 5.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGEPX vs. HYGV - Drawdown Comparison
The maximum AGEPX drawdown since its inception was -21.27%, smaller than the maximum HYGV drawdown of -23.47%. Use the drawdown chart below to compare losses from any high point for AGEPX and HYGV. For additional features, visit the drawdowns tool.
Volatility
AGEPX vs. HYGV - Volatility Comparison
American Beacon Frontier Markets Income Fund (AGEPX) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV) have volatilities of 1.03% and 1.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.