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SHYPX vs. AGEYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SHYPX vs. AGEYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon SiM High Yld Opps Fund (SHYPX) and American Beacon Developing World Income Fund Class Y (AGEYX). The values are adjusted to include any dividend payments, if applicable.

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SHYPX vs. AGEYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHYPX
American Beacon SiM High Yld Opps Fund
-0.38%9.15%10.25%13.26%-8.39%8.34%6.08%12.05%-1.46%7.14%
AGEYX
American Beacon Developing World Income Fund Class Y
1.59%19.15%15.85%13.10%-12.62%6.91%2.54%13.49%-3.42%15.26%

Returns By Period

In the year-to-date period, SHYPX achieves a -0.38% return, which is significantly lower than AGEYX's 1.59% return. Over the past 10 years, SHYPX has underperformed AGEYX with an annualized return of 6.59%, while AGEYX has yielded a comparatively higher 7.77% annualized return.


SHYPX

1D
0.11%
1M
-1.79%
YTD
-0.38%
6M
1.44%
1Y
7.27%
3Y*
9.09%
5Y*
5.34%
10Y*
6.59%

AGEYX

1D
-0.53%
1M
-3.02%
YTD
1.59%
6M
7.64%
1Y
18.64%
3Y*
16.31%
5Y*
8.13%
10Y*
7.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SHYPX vs. AGEYX - Expense Ratio Comparison

SHYPX has a 1.10% expense ratio, which is lower than AGEYX's 1.14% expense ratio.


Return for Risk

SHYPX vs. AGEYX — Risk / Return Rank

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

SHYPX
SHYPX Risk / Return Rank: 9393
Overall Rank
SHYPX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SHYPX Sortino Ratio Rank: 9696
Sortino Ratio Rank
SHYPX Omega Ratio Rank: 9696
Omega Ratio Rank
SHYPX Calmar Ratio Rank: 8888
Calmar Ratio Rank
SHYPX Martin Ratio Rank: 9090
Martin Ratio Rank

AGEYX
AGEYX Risk / Return Rank: 9898
Overall Rank
AGEYX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
AGEYX Sortino Ratio Rank: 9898
Sortino Ratio Rank
AGEYX Omega Ratio Rank: 9898
Omega Ratio Rank
AGEYX Calmar Ratio Rank: 9797
Calmar Ratio Rank
AGEYX Martin Ratio Rank: 9898
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.

SHYPX vs. AGEYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon SiM High Yld Opps Fund (SHYPX) and American Beacon Developing World Income Fund Class Y (AGEYX). 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.


SHYPXAGEYXDifference

Sharpe ratio

Return per unit of total volatility

2.34

3.96

-1.62

Sortino ratio

Return per unit of downside risk

3.34

5.44

-2.10

Omega ratio

Gain probability vs. loss probability

1.55

2.04

-0.48

Calmar ratio

Return relative to maximum drawdown

2.33

4.15

-1.82

Martin ratio

Return relative to average drawdown

10.21

21.19

-10.98

SHYPX vs. AGEYX - Sharpe Ratio Comparison

The current SHYPX Sharpe Ratio is 2.34, which is lower than the AGEYX Sharpe Ratio of 3.96. The chart below compares the historical Sharpe Ratios of SHYPX and AGEYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SHYPXAGEYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.34

3.96

-1.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

1.60

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.29

1.56

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

1.37

1.31

+0.07

Correlation

The correlation between SHYPX and AGEYX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SHYPX vs. AGEYX - Dividend Comparison

SHYPX's dividend yield for the trailing twelve months is around 5.95%, less than AGEYX's 9.85% yield.


TTM20252024202320222021202020192018201720162015
SHYPX
American Beacon SiM High Yld Opps Fund
5.95%6.63%7.06%7.39%4.10%5.09%6.05%5.91%6.09%5.52%6.38%4.95%
AGEYX
American Beacon Developing World Income Fund Class Y
9.85%9.99%12.16%9.64%7.50%7.90%7.34%8.61%9.88%7.30%8.43%7.03%

Drawdowns

SHYPX vs. AGEYX - Drawdown Comparison

The maximum SHYPX drawdown since its inception was -24.85%, which is greater than AGEYX's maximum drawdown of -22.24%. Use the drawdown chart below to compare losses from any high point for SHYPX and AGEYX.


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Drawdown Indicators


SHYPXAGEYXDifference

Max Drawdown

Largest peak-to-trough decline

-24.85%

-22.24%

-2.61%

Max Drawdown (1Y)

Largest decline over 1 year

-3.15%

-4.14%

+0.99%

Max Drawdown (5Y)

Largest decline over 5 years

-12.50%

-22.24%

+9.74%

Max Drawdown (10Y)

Largest decline over 10 years

-24.85%

-22.24%

-2.61%

Current Drawdown

Current decline from peak

-1.79%

-3.15%

+1.36%

Average Drawdown

Average peak-to-trough decline

-1.90%

-3.59%

+1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

0.86%

-0.14%

Volatility

SHYPX vs. AGEYX - Volatility Comparison

The current volatility for American Beacon SiM High Yld Opps Fund (SHYPX) is 0.90%, while American Beacon Developing World Income Fund Class Y (AGEYX) has a volatility of 1.74%. This indicates that SHYPX experiences smaller price fluctuations and is considered to be less risky than AGEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHYPXAGEYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.90%

1.74%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

1.82%

2.84%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

3.31%

4.65%

-1.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.31%

5.12%

-0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.13%

5.00%

+0.13%