PortfoliosLab logoPortfoliosLab logo
SPFLX vs. DFRPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPFLX vs. DFRPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon Sound Point Floating Rate Income Fund (SPFLX) and DWS Floating Rate Fund Class S (DFRPX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


SPFLX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DFRPX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPFLX vs. DFRPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPFLX
American Beacon Sound Point Floating Rate Income Fund
-0.05%-0.39%6.21%7.83%-6.93%6.12%0.45%4.34%1.21%4.99%
DFRPX
DWS Floating Rate Fund Class S
0.38%3.45%7.72%11.42%-1.52%3.75%0.89%8.69%-0.58%1.57%

Correlation

The correlation between SPFLX and DFRPX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since May 6, 2014

0.42

The correlation between SPFLX and DFRPX shifts across timeframes, from 0.25 (3 years) to 0.42 (10 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SPFLX vs. DFRPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Sound Point Floating Rate Income Fund (SPFLX) and DWS Floating Rate Fund Class S (DFRPX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SPFLX vs. DFRPX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

SPFLX vs. DFRPX - Drawdown Comparison


Loading charts...

Volatility

SPFLX vs. DFRPX - Volatility Comparison


Loading charts...

SPFLX vs. DFRPX - Expense Ratio Comparison

SPFLX has a 0.82% expense ratio, which is lower than DFRPX's 0.87% expense ratio.


Dividends

SPFLX vs. DFRPX - Dividend Comparison

SPFLX's dividend yield for the trailing twelve months is around 4.62%, less than DFRPX's 5.11% yield.


PositionTTM20252024202320222021202020192018201720162015
DFRPX
DWS Floating Rate Fund Class S
5.11%5.99%8.67%8.22%4.25%3.31%3.75%4.80%4.21%4.39%4.76%4.63%
SPFLX
American Beacon Sound Point Floating Rate Income Fund
4.62%7.83%10.28%7.63%4.72%4.76%5.56%6.75%6.07%4.78%4.96%4.81%

Frequently Asked Questions


SPFLX and DFRPX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SPFLX and DFRPX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer