SHOYX vs. AADBX

Last updated Jun 5, 2026

SHOYX (American Beacon SiM High Yield Opportunities Fund Class Y) and AADBX (American Beacon Balanced Fund) are both mutual funds - SHOYX is a High Yield Bonds fund actively managed by American Beacon, while AADBX is a Diversified Portfolio fund managed by American Beacon. Over the past 10 years, SHOYX returned 6.30%/yr vs 8.77%/yr for AADBX. At a 0.46 correlation, their price movements are largely independent. SHOYX charges 0.75%/yr vs 0.72%/yr for AADBX.

Performance

SHOYX vs. AADBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) and American Beacon Balanced Fund (AADBX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SHOYX achieves a 2.06% return, which is significantly lower than AADBX's 5.51% return. Over the past 10 years, SHOYX has underperformed AADBX with an annualized return of 6.30%, while AADBX has yielded a comparatively higher 8.77% annualized return.

SHOYX

• 1D: -0.21%
• 1M: -0.15%
• YTD: 2.06%
• 6M: 2.65%
• 1Y: 9.66%
• 3Y*: 8.98%
• 5Y*: 4.90%
• 10Y*: 6.30%

AADBX

• 1D: -0.32%
• 1M: 1.95%
• YTD: 5.51%
• 6M: 6.44%
• 1Y: 16.30%
• 3Y*: 12.72%
• 5Y*: 6.56%
• 10Y*: 8.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOYX vs. AADBX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SHOYX American Beacon SiM High Yield Opportunities Fund Class Y	2.06%	9.52%	8.69%	11.30%	-8.20%	8.82%	6.49%	12.34%	-1.20%	7.32%
AADBX American Beacon Balanced Fund	5.51%	11.65%	10.54%	12.35%	-7.55%	16.73%	6.30%	22.57%	-8.11%	12.54%

Correlation

The correlation between SHOYX and AADBX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.53
Correlation (10Y) Calculated over the trailing 10-year period	0.49
Correlation (All Time) Calculated using the full available price history since Jan 4, 2012	0.46

The correlation between SHOYX and AADBX has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.

Return for Risk

SHOYX vs. AADBX — Risk / Return Rank

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

SHOYX

SHOYX Risk / Return Rank: 96
SHOYX Sharpe Ratio Rank: 96
SHOYX Sortino Ratio Rank: 98
SHOYX Omega Ratio Rank: 97
SHOYX Calmar Ratio Rank: 93
SHOYX Martin Ratio Rank: 97

AADBX

AADBX Risk / Return Rank: 51
AADBX Sharpe Ratio Rank: 47
AADBX Sortino Ratio Rank: 50
AADBX Omega Ratio Rank: 45
AADBX Calmar Ratio Rank: 60
AADBX Martin Ratio Rank: 51

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.

SHOYX vs. AADBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) and American Beacon Balanced Fund (AADBX). 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.

	SHOYX	AADBX	Difference
Sharpe ratio: Return per unit of total volatility	3.48	2.01	+1.48
Sortino ratio: Return per unit of downside risk	6.46	2.97	+3.49
Omega ratio: Gain probability vs. loss probability	1.90	1.37	+0.54
Calmar ratio: Return relative to maximum drawdown	4.98	2.96	+2.02
Martin ratio: Return relative to average drawdown	25.57	10.32	+15.25
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SHOYX vs. AADBX - Sharpe Ratio Comparison

The current SHOYX Sharpe Ratio is 3.48, which is higher than the AADBX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of SHOYX and AADBX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SHOYX	AADBX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.48	2.01	+1.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.14	0.57	+0.57
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.24	0.71	+0.53
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	0.65	+0.75

Drawdowns

SHOYX vs. AADBX - Drawdown Comparison

The maximum SHOYX drawdown since its inception was -24.66%, smaller than the maximum AADBX drawdown of -41.05%. Use the drawdown chart below to compare losses from any high point for SHOYX and AADBX.

Drawdown Indicators

	SHOYX	AADBX	Difference
Max Drawdown Largest peak-to-trough decline	-24.66%	-41.05%	+16.39%
Max Drawdown (1Y) Largest decline over 1 year	-2.00%	-5.50%	+3.50%
Max Drawdown (3Y) Largest decline over 3 years	-3.67%	-12.70%	+9.03%
Max Drawdown (5Y) Largest decline over 5 years	-12.31%	-17.79%	+5.48%
Max Drawdown (10Y) Largest decline over 10 years	-24.66%	-28.13%	+3.47%
Current Drawdown Current decline from peak	-0.32%	-0.32%	0.00%
Average Drawdown Average peak-to-trough decline	-1.88%	-4.75%	+2.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.39%	1.58%	-1.19%

Volatility

SHOYX vs. AADBX - Volatility Comparison

The current volatility for American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) is 0.80%, while American Beacon Balanced Fund (AADBX) has a volatility of 1.94%. This indicates that SHOYX experiences smaller price fluctuations and is considered to be less risky than AADBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SHOYX	AADBX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.80%	1.94%	-1.14%
Volatility (6M) Calculated over the trailing 6-month period	2.08%	5.90%	-3.82%
Volatility (1Y) Calculated over the trailing 1-year period	2.85%	8.13%	-5.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.32%	11.60%	-7.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.12%	12.43%	-7.31%

SHOYX vs. AADBX - Expense Ratio Comparison

SHOYX has a 0.75% expense ratio, which is higher than AADBX's 0.72% expense ratio.

Dividends

SHOYX vs. AADBX - Dividend Comparison

SHOYX's dividend yield for the trailing twelve months is around 6.29%, less than AADBX's 8.29% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AADBX American Beacon Balanced Fund	8.29%	8.77%	9.66%	2.27%	10.60%	9.34%	13.14%	9.00%	9.67%	7.83%	1.87%	6.84%
SHOYX American Beacon SiM High Yield Opportunities Fund Class Y	6.29%	6.97%	5.67%	5.62%	4.38%	5.43%	6.30%	6.17%	6.36%	5.79%	6.63%	5.19%

Frequently Asked Questions

Can I hold both SHOYX and AADBX in my portfolio?

SHOYX and AADBX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SHOYX or AADBX?

AADBX has higher volatility (1.94%) compared to SHOYX (0.80%). In terms of maximum drawdown, SHOYX dropped -24.66% vs AADBX's -41.05%.

Which has better risk-adjusted returns?

SHOYX currently has the higher Sharpe Ratio (3.48 vs 2.01), 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.