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:
1.92
HYGV:
1.15
AGEPX:
2.56
HYGV:
1.60
AGEPX:
1.47
HYGV:
1.26
AGEPX:
1.45
HYGV:
1.24
AGEPX:
8.76
HYGV:
6.69
AGEPX:
0.91%
HYGV:
1.03%
AGEPX:
4.15%
HYGV:
6.00%
AGEPX:
-21.27%
HYGV:
-23.47%
AGEPX:
-2.96%
HYGV:
-3.08%
Returns By Period
In the year-to-date period, AGEPX achieves a -0.32% return, which is significantly higher than HYGV's -1.15% return.
AGEPX
-0.32%
-2.68%
1.80%
7.06%
7.59%
5.13%
HYGV
-1.15%
-2.34%
-0.80%
6.69%
5.81%
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 11.65%, more than HYGV's 8.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 11.65% | 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 | 8.12% | 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
The current volatility for American Beacon Frontier Markets Income Fund (AGEPX) is 3.11%, while FlexShares High Yield Value-Scored US Bond Index Fund (HYGV) has a volatility of 4.60%. 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.