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AHLIX vs. SHYPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AHLIX vs. SHYPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon AHL Managed Futures Strategy Fund Class R5 (AHLIX) and American Beacon SiM High Yld Opps Fund (SHYPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AHLIX achieves a 11.86% return, which is significantly higher than SHYPX's 1.91% return. Over the past 10 years, AHLIX has underperformed SHYPX with an annualized return of 5.02%, while SHYPX has yielded a comparatively higher 6.28% annualized return.


AHLIX

1D
0.66%
1M
-0.09%
YTD
11.86%
6M
11.74%
1Y
30.29%
3Y*
4.07%
5Y*
5.34%
10Y*
5.02%

SHYPX

1D
0.11%
1M
0.35%
YTD
1.91%
6M
2.48%
1Y
9.05%
3Y*
9.58%
5Y*
5.20%
10Y*
6.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AHLIX vs. SHYPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AHLIX
American Beacon AHL Managed Futures Strategy Fund Class R5
11.86%2.59%2.07%-3.85%16.94%5.09%10.71%0.44%2.52%5.23%
SHYPX
American Beacon SiM High Yld Opps Fund
1.91%9.15%9.62%13.26%-8.39%8.34%6.08%12.05%-1.46%7.14%

Correlation

The correlation between AHLIX and SHYPX is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.06

Correlation (10Y)
Calculated over the trailing 10-year period

-0.03

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2015

-0.06

The correlation between AHLIX and SHYPX shifts across timeframes, from -0.06 (5 years) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

AHLIX vs. SHYPX — Risk / Return Rank

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

AHLIX
AHLIX Risk / Return Rank: 8989
Overall Rank
AHLIX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AHLIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
AHLIX Omega Ratio Rank: 8282
Omega Ratio Rank
AHLIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
AHLIX Martin Ratio Rank: 9494
Martin Ratio Rank

SHYPX
SHYPX Risk / Return Rank: 9696
Overall Rank
SHYPX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SHYPX Sortino Ratio Rank: 9898
Sortino Ratio Rank
SHYPX Omega Ratio Rank: 9696
Omega Ratio Rank
SHYPX Calmar Ratio Rank: 9393
Calmar Ratio Rank
SHYPX Martin Ratio Rank: 9797
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.

AHLIX vs. SHYPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon AHL Managed Futures Strategy Fund Class R5 (AHLIX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AHLIXSHYPXDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-2.24

Omega ratioGain probability vs. loss probability

1.50

1.78

-0.28

Calmar ratioReturn relative to maximum drawdown

6.01

4.78

+1.23

Martin ratioReturn relative to average drawdown

18.89

23.68

-4.79

AHLIX vs. SHYPX - Sharpe Ratio Comparison

The current AHLIX Sharpe Ratio is 2.73, which is comparable to the SHYPX Sharpe Ratio of 3.30. The chart below compares the historical Sharpe Ratios of AHLIX and SHYPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AHLIX vs. SHYPX - Drawdown Comparison

The maximum AHLIX drawdown since its inception was -21.62%, smaller than the maximum SHYPX drawdown of -24.85%. Use the drawdown chart below to compare losses from any high point for AHLIX and SHYPX.


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Drawdown Indicators


AHLIXSHYPXDifference

Max Drawdown

Largest peak-to-trough decline

-21.62%

-24.85%

+3.23%

Max Drawdown (1Y)

Largest decline over 1 year

-4.91%

-1.90%

-3.01%

Max Drawdown (3Y)

Largest decline over 3 years

-21.62%

-3.82%

-17.80%

Max Drawdown (5Y)

Largest decline over 5 years

-21.62%

-12.50%

-9.12%

Max Drawdown (10Y)

Largest decline over 10 years

-21.62%

-24.85%

+3.23%

Current Drawdown

Current decline from peak

-0.93%

-0.32%

-0.61%

Average Drawdown

Average peak-to-trough decline

-6.54%

-1.88%

-4.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.56%

0.38%

+1.18%

Volatility

AHLIX vs. SHYPX - Volatility Comparison

American Beacon AHL Managed Futures Strategy Fund Class R5 (AHLIX) has a higher volatility of 2.36% compared to American Beacon SiM High Yld Opps Fund (SHYPX) at 0.86%. This indicates that AHLIX'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


AHLIXSHYPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.36%

0.86%

+1.50%

Volatility (6M)

Calculated over the trailing 6-month period

7.79%

2.08%

+5.71%

Volatility (1Y)

Calculated over the trailing 1-year period

10.84%

2.76%

+8.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.60%

4.33%

+5.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.48%

5.11%

+4.37%

AHLIX vs. SHYPX - Expense Ratio Comparison

AHLIX has a 1.53% expense ratio, which is higher than SHYPX's 1.10% expense ratio.


Dividends

AHLIX vs. SHYPX - Dividend Comparison

AHLIX's dividend yield for the trailing twelve months is around 7.38%, more than SHYPX's 5.94% yield.


PositionTTM20252024202320222021202020192018201720162015
AHLIX
American Beacon AHL Managed Futures Strategy Fund Class R5
7.38%8.25%0.55%1.10%17.63%7.44%5.33%4.47%1.83%4.01%0.00%3.51%
SHYPX
American Beacon SiM High Yld Opps Fund
5.94%6.63%6.50%7.39%4.10%5.09%6.05%5.91%6.09%5.52%6.38%4.95%

Frequently Asked Questions


AHLIX and SHYPX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AHLIX has higher volatility (2.36%) compared to SHYPX (0.86%). In terms of maximum drawdown, AHLIX dropped -21.62% vs SHYPX's -24.85%.

SHYPX currently has the higher Sharpe Ratio (3.30 vs 2.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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