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American Beacon SiM High Yld Opps R5 (SHOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.04-0.01 (-0.11%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.52%
5-Year Average Return5.24%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 22, 2024)20.64%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return20.64%
Worst 3-Yr Total Return2.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSHOIXCategory
YTD3.10%3.62%
1-Month1.25%1.08%
3-Month3.10%2.50%
1-Year12.06%14.69%
3-Year4.17%6.16%
5-Year5.76%6.21%
10-Year5.35%5.48%
Last Bull Market16.33%11.96%
Last Bear Market-7.28%-7.27%

Annual Total Return (%) History

Year
SHOIXCategory
2024
N/AN/A
2023
12.56%N/A
2022
-6.94%N/A
2021
8.81%N/A
2020
6.52%4.91%
2019
12.35%12.62%
2018
-1.14%-2.59%
2017
7.36%6.47%
2016
16.30%13.30%
2015
-3.74%-4.01%
2014
4.25%1.11%
2013
7.74%6.90%
2012
20.64%14.67%
2011
N/A2.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.10%N/AN/AN/A
20233.56%1.04%0.88%6.63%
2022-3.16%-7.28%-0.62%4.28%
20213.96%3.66%1.13%-0.16%
2020-19.26%15.38%6.30%7.58%
20196.31%2.45%0.94%2.19%
2018-0.23%1.46%1.65%-3.92%
20172.54%1.19%1.98%1.46%
20163.73%5.04%3.89%2.74%
20152.31%0.50%-3.42%-3.06%
20143.48%2.37%-1.22%-0.38%
20132.71%-1.04%2.48%3.43%
20127.18%1.24%5.98%4.90%
20111.21%-6.53%4.98%N/A

Rank In Category (By Total Return)

YTD4
1-Month32
3-Month4
1-Year13
3-Year3
5-Year4

Load Adjusted Returns

1-Year12.06%
3-Year4.17%
5-Year5.76%
10-Year5.35%