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American Beacon SiM High Yld Opps A (SHOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.07-0.02 (-0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.10%
5-year average return5.44%
Number of years up9
Number of years down3
Best 1-yr total return (13 Jun 2024)19.91%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return19.91%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHOAXCategory
YTD3.68%3.62%
1-month1.32%1.08%
3-month1.87%2.50%
1-year12.03%14.69%
3-year3.32%6.16%
5-year5.45%6.21%
10-year4.84%5.48%
Last bull market11.26%11.96%
Last bear market-7.40%-7.27%

Annual total return (%) history

Year
SHOAXCategory
2024
N/AN/A
2023
12.21%N/A
2022
-7.20%N/A
2021
8.36%N/A
2020
6.08%4.91%
2019
12.04%12.62%
2018
-1.85%-2.59%
2017
7.08%6.47%
2016
15.86%13.30%
2015
-4.13%-4.01%
2014
3.76%1.11%
2013
7.27%6.90%
2012
19.91%14.67%
2011
N/A2.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.03%N/AN/AN/A
20233.48%0.83%0.92%6.57%
2022-3.15%-7.40%-0.70%4.21%
20213.89%3.59%0.94%-0.25%
2020-19.50%15.36%6.23%7.52%
20196.25%2.38%0.87%2.11%
2018-0.40%1.42%1.68%-4.44%
20172.45%1.05%1.98%1.42%
20163.62%4.95%3.79%2.65%
20152.19%0.40%-3.52%-3.15%
20143.33%2.23%-1.32%-0.46%
20132.58%-1.07%2.25%3.37%
20126.94%1.12%5.86%4.76%
20111.09%-6.66%4.96%N/A

Rank in category (by total return)

YTD6
1-month17
3-month15
1-year18
3-year11
5-year7

Load adjusted returns

1-year6.71%
3-year1.66%
5-year4.43%
10-year4.33%