SHYPX vs. CWFIX
Compare and contrast key facts about American Beacon SiM High Yld Opps Fund (SHYPX) and Chartwell Short Duration High Yield Fund (CWFIX).
SHYPX is managed by American Beacon. It was launched on Feb 14, 2011. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
SHYPX vs. CWFIX - Performance Comparison
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SHYPX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, SHYPX achieves a -0.38% return, which is significantly higher than CWFIX's -0.40% return. Over the past 10 years, SHYPX has outperformed CWFIX with an annualized return of 6.59%, while CWFIX has yielded a comparatively lower 4.00% 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%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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SHYPX vs. CWFIX - Expense Ratio Comparison
SHYPX has a 1.10% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
SHYPX vs. CWFIX — Risk / Return Rank
SHYPX
CWFIX
SHYPX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon SiM High Yld Opps Fund (SHYPX) and Chartwell Short Duration High Yield Fund (CWFIX). 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.
| SHYPX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.34 | 2.99 | -0.65 |
Sortino ratioReturn per unit of downside risk | 3.34 | 4.25 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.80 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 3.72 | -1.39 |
Martin ratioReturn relative to average drawdown | 10.21 | 17.45 | -7.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHYPX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.34 | 2.99 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 1.35 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.29 | 1.30 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.37 | 1.08 | +0.29 |
Correlation
The correlation between SHYPX and CWFIX is 0.63, 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. CWFIX - Dividend Comparison
SHYPX's dividend yield for the trailing twelve months is around 5.95%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
SHYPX vs. CWFIX - Drawdown Comparison
The maximum SHYPX drawdown since its inception was -24.85%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for SHYPX and CWFIX.
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Drawdown Indicators
| SHYPX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.85% | -12.41% | -12.44% |
Max Drawdown (1Y)Largest decline over 1 year | -3.15% | -1.37% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -12.50% | -6.36% | -6.14% |
Max Drawdown (10Y)Largest decline over 10 years | -24.85% | -12.41% | -12.44% |
Current DrawdownCurrent decline from peak | -1.79% | -1.03% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -0.87% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.29% | +0.43% |
Volatility
SHYPX vs. CWFIX - Volatility Comparison
American Beacon SiM High Yld Opps Fund (SHYPX) has a higher volatility of 0.90% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that SHYPX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHYPX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | 0.70% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 1.82% | 1.03% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.31% | 1.71% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.31% | 2.75% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 3.09% | +2.04% |