SHOYX vs. ATPYX

Last updated Jun 4, 2026

SHOYX (American Beacon SiM High Yield Opportunities Fund Class Y) and ATPYX (Aquila High Income Fund) are both High Yield Bonds funds. With a 1.00 correlation, they move nearly in lockstep. SHOYX charges 0.75%/yr vs 0.98%/yr for ATPYX.

Performance

SHOYX vs. ATPYX - 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 Aquila High Income Fund (ATPYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SHOYX

• 1D: 0.00%
• 1M: 0.07%
• YTD: 2.27%
• 6M: 2.87%
• 1Y: 10.13%
• 3Y*: 9.05%
• 5Y*: 4.97%
• 10Y*: 6.32%

ATPYX

• 1D: 0.00%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SHOYX vs. ATPYX - Yearly Performance Comparison

	2026 (YTD)
SHOYX American Beacon SiM High Yield Opportunities Fund Class Y	0.38%
ATPYX Aquila High Income Fund	0.49%

Correlation

The correlation between SHOYX and ATPYX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	1.00

Return for Risk

SHOYX vs. ATPYX — 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: 97
SHOYX Sortino Ratio Rank: 98
SHOYX Omega Ratio Rank: 97
SHOYX Calmar Ratio Rank: 93
SHOYX Martin Ratio Rank: 97

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. ATPYX - 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 Aquila High Income Fund (ATPYX). 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	ATPYX	Difference
Sharpe ratio: Return per unit of total volatility	3.62	—	—
Sortino ratio: Return per unit of downside risk	6.74	—	—
Omega ratio: Gain probability vs. loss probability	1.95	—	—
Calmar ratio: Return relative to maximum drawdown	5.16	—	—
Martin ratio: Return relative to average drawdown	26.52	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SHOYX	ATPYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.62	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.16	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.24	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	9.92	-8.52

Drawdowns

SHOYX vs. ATPYX - Drawdown Comparison

The maximum SHOYX drawdown since its inception was -24.66%, which is greater than ATPYX's maximum drawdown of -0.12%. Use the drawdown chart below to compare losses from any high point for SHOYX and ATPYX.

Drawdown Indicators

	SHOYX	ATPYX	Difference
Max Drawdown Largest peak-to-trough decline	-24.66%	-0.12%	-24.54%
Max Drawdown (1Y) Largest decline over 1 year	-2.00%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-3.67%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-12.31%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-24.66%	—	—
Current Drawdown Current decline from peak	-0.11%	-0.12%	+0.01%
Average Drawdown Average peak-to-trough decline	-1.88%	-0.08%	-1.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.39%	—	—

Volatility

Volatility by Period

	SHOYX	ATPYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.78%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.08%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.84%	6.24%	-3.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.32%	6.24%	-1.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.12%	6.24%	-1.12%

SHOYX vs. ATPYX - Expense Ratio Comparison

SHOYX has a 0.75% expense ratio, which is lower than ATPYX's 0.98% expense ratio.

Dividends

SHOYX vs. ATPYX - Dividend Comparison

SHOYX's dividend yield for the trailing twelve months is around 6.28%, more than ATPYX's 0.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ATPYX Aquila High Income Fund	0.49%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SHOYX American Beacon SiM High Yield Opportunities Fund Class Y	6.28%	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 ATPYX in my portfolio?

With a correlation of 1.00, SHOYX and ATPYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.