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American Beacon Sim High Yield Opportunities Fd Inst Cl: (MF: SHOIX)
(NASDAQ Mutual Funds) As of Dec 2, 2025 05:19 PM ET
$9.51 USD
+0.01 (0.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.04 | 7 |
| 3 months | 3.80 | 3 |
| 6 months | 7.52 | 7 |
| 1 Year | 8.35 | 14 |
| 3 Year | 10.60 | 6 |
| 5 Year | 7.75 | 2 |
| 10 Year | 6.59 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 7.19 |
| 5 Year | 7.66 |
| 10 Year | 6.71 |
| Since Inception | 6.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.33 | 1.78 | 4.16 | NA |
| 2024 | 3.10 | 1.51 | 5.22 | -0.23 |
| 2023 | 3.55 | 1.03 | 0.83 | 6.63 |
| 2022 | -3.15 | -7.30 | -0.61 | 4.26 |
| 2021 | 3.95 | 3.66 | 1.13 | -0.15 |
| 2020 | -19.26 | 15.37 | 6.29 | 7.57 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.04 | 9.88 | 12.51 | -6.97 | 8.81 | 6.51 | 12.35 | -1.17 | 7.30 | 16.31 | -4.28 |
| % Total Return Rel to Index | 0.58 | 1.69 | -0.94 | 4.20 | 3.53 | -0.61 | -1.95 | 0.90 | -0.19 | -0.82 | 0.15 |
| % Total Return Rel to Peer | 1.79 | 2.44 | 1.09 | 2.02 | 4.22 | 1.68 | 0.65 | 1.37 | 1.81 | 4.61 | -0.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.50 | 0.62 | 0.60 | 0.50 | 0.53 | 0.60 | 0.59 | 0.57 | 0.56 | 0.59 | 0.50 |
| % Yield | 5.05 | 6.45 | 6.43 | 5.56 | 5.19 | 6.06 | 5.92 | 6.10 | 5.53 | 5.87 | 5.47 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.74 | 0.74 | 0.74 | 0.74 | 0.77 | 0.85 | 0.83 | 0.84 | 0.84 | 0.84 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%