SHOYX vs. AVFIX
SHOYX (American Beacon SiM High Yield Opportunities Fund Class Y) and AVFIX (American Beacon Small Cap Value Fund) are both mutual funds - SHOYX is a High Yield Bonds fund actively managed by American Beacon, while AVFIX is a Small Cap Value Equities fund managed by American Beacon. Over the past 10 years, SHOYX returned 6.27%/yr vs 10.66%/yr for AVFIX. At a 0.41 correlation, their price movements are largely independent. SHOYX charges 0.75%/yr vs 0.81%/yr for AVFIX.
Performance
SHOYX vs. AVFIX - Performance Comparison
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Returns By Period
In the year-to-date period, SHOYX achieves a 2.06% return, which is significantly lower than AVFIX's 24.58% return. Over the past 10 years, SHOYX has underperformed AVFIX with an annualized return of 6.27%, while AVFIX has yielded a comparatively higher 10.66% annualized return.
SHOYX
- 1D
- 0.11%
- 1M
- 0.38%
- YTD
- 2.06%
- 6M
- 2.66%
- 1Y
- 9.42%
- 3Y*
- 9.14%
- 5Y*
- 4.86%
- 10Y*
- 6.27%
AVFIX
- 1D
- 1.60%
- 1M
- 4.67%
- YTD
- 24.58%
- 6M
- 22.03%
- 1Y
- 41.24%
- 3Y*
- 15.87%
- 5Y*
- 10.24%
- 10Y*
- 10.66%
SHOYX vs. AVFIX - 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% |
AVFIX American Beacon Small Cap Value Fund | 24.58% | 4.91% | 7.48% | 16.76% | -8.03% | 28.32% | 4.05% | 23.52% | -15.78% | 8.74% |
Correlation
The correlation between SHOYX and AVFIX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.41 |
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Return for Risk
SHOYX vs. AVFIX — Risk / Return Rank
SHOYX
AVFIX
SHOYX vs. AVFIX - 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 Small Cap Value Fund (AVFIX). 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.
| SHOYX | AVFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +2.94 | ||
| Omega ratioGain probability vs. loss probability | 1.85 | 1.38 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 4.80 | 4.52 | +0.27 |
| Martin ratioReturn relative to average drawdown | 24.10 | 13.90 | +10.20 |
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Drawdowns
SHOYX vs. AVFIX - Drawdown Comparison
The maximum SHOYX drawdown since its inception was -24.66%, smaller than the maximum AVFIX drawdown of -61.40%. Use the drawdown chart below to compare losses from any high point for SHOYX and AVFIX.
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Drawdown Indicators
| SHOYX | AVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -61.40% | +36.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.00% | -9.17% | +7.17% |
Max Drawdown (3Y)Largest decline over 3 years | -3.67% | -28.94% | +25.27% |
Max Drawdown (5Y)Largest decline over 5 years | -12.31% | -28.94% | +16.63% |
Max Drawdown (10Y)Largest decline over 10 years | -24.66% | -49.78% | +25.12% |
Current DrawdownCurrent decline from peak | -0.32% | -0.78% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -9.19% | +7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 2.98% | -2.58% |
Volatility
SHOYX vs. AVFIX - Volatility Comparison
The current volatility for American Beacon SiM High Yield Opportunities Fund Class Y (SHOYX) is 0.84%, while American Beacon Small Cap Value Fund (AVFIX) has a volatility of 5.59%. This indicates that SHOYX experiences smaller price fluctuations and is considered to be less risky than AVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHOYX | AVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 5.59% | -4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.14% | 12.77% | -10.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.87% | 18.75% | -15.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 22.48% | -18.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.11% | 24.55% | -19.44% |
SHOYX vs. AVFIX - Expense Ratio Comparison
SHOYX has a 0.75% expense ratio, which is lower than AVFIX's 0.81% expense ratio.
Dividends
SHOYX vs. AVFIX - Dividend Comparison
SHOYX's dividend yield for the trailing twelve months is around 6.29%, less than AVFIX's 8.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVFIX American Beacon Small Cap Value Fund | 8.59% | 10.70% | 8.67% | 4.91% | 17.72% | 11.86% | 0.88% | 1.84% | 15.05% | 9.66% | 3.04% | 6.00% |
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
SHOYX and AVFIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVFIX has higher volatility (5.59%) compared to SHOYX (0.84%). In terms of maximum drawdown, SHOYX dropped -24.66% vs AVFIX's -61.40%.
SHOYX currently has the higher Sharpe Ratio (3.34 vs 2.21), 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.
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