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:
5.17
HYGV:
2.24
AGEPX:
7.97
HYGV:
3.24
AGEPX:
2.32
HYGV:
1.42
AGEPX:
9.62
HYGV:
3.80
AGEPX:
35.03
HYGV:
15.82
AGEPX:
0.48%
HYGV:
0.61%
AGEPX:
3.24%
HYGV:
4.31%
AGEPX:
-21.26%
HYGV:
-23.47%
AGEPX:
0.00%
HYGV:
0.00%
Returns By Period
In the year-to-date period, AGEPX achieves a 1.56% return, which is significantly higher than HYGV's 1.35% return.
AGEPX
1.56%
1.58%
8.39%
16.57%
4.92%
5.58%
HYGV
1.35%
1.25%
4.89%
8.90%
4.54%
N/A
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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 11.75%, more than HYGV's 8.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 11.75% | 11.93% | 9.40% | 8.76% | 7.66% | 7.08% | 8.40% | 9.57% | 7.08% | 8.40% | 7.43% | 2.96% |
HYGV FlexShares High Yield Value-Scored US Bond Index Fund | 8.09% | 8.20% | 8.77% | 7.64% | 7.15% | 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 -21.26%, 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
The current volatility for American Beacon Frontier Markets Income Fund (AGEPX) is 0.69%, while FlexShares High Yield Value-Scored US Bond Index Fund (HYGV) has a volatility of 1.43%. This indicates that AGEPX experiences smaller price fluctuations and is considered to be less risky than HYGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.