SHOIX Performance — American Beacon SiM High Yield Opportunities Fund, R5 Class
Data updated: 2026-10-15
SHOIX returned +2.37% year to date and +10.35% over one year to May 2026. Annualised returns are +10.07% over 3 years and +5.74% over 5 years. The fund beat its Global High Yield Bond category average: $100 invested three years ago grew to $133, against $131 for the category, and to $110 over one year, against $108. Volatility over the past three years was 4.02% a year. In the 12 months to May 2026 the fund took in a net $477.7M, and assets reached $2.51B.
SHOIX Growth of $100
What $100 invested in American Beacon SiM High Yield Opportunities Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global High Yield Bond category average over the same months.
| Period | SHOIX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $110 | $108 |
| 3 years (Jun 2023 – May 2026) | $133 | $131 |
| 5 years (Jun 2021 – May 2026) | $132 | $125 |
| Since data start (Sep 2019 – May 2026) | $154 | $138 |
SHOIX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.37% |
| 1 year | +10.35% |
| 3 years (annualised) | +10.07% |
| 5 years (annualised) | +5.74% |
SHOIX Annual Returns
Calendar-year total returns of American Beacon SiM High Yield Opportunities Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +2.37% |
| 2025 | +9.51% |
| 2024 | +9.95% |
| 2023 | +12.49% |
| 2022 | −6.96% |
| 2021 | +8.82% |
| 2020 | +6.53% |
| 2019 (Sep–Dec) | +3.03% |
SHOIX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.6% | −1.0% | +1.6% | +0.3% | — | — | — | — | — | — | — |
| 2025 | +1.4% | +0.7% | −0.8% | −0.8% | +1.1% | +1.5% | +0.9% | +2.1% | +1.1% | +0.6% | +0.8% | +0.6% |
| 2024 | +1.4% | +0.5% | +1.2% | −0.6% | +1.3% | +0.8% | +1.8% | +1.9% | +1.5% | −0.5% | +0.5% | −0.3% |
| 2023 | +3.6% | −0.8% | +0.8% | +0.8% | −0.4% | +0.6% | +1.1% | +0.2% | −0.5% | −1.3% | +4.2% | +3.7% |
| 2022 | −1.9% | −0.7% | −0.6% | −2.9% | +0.7% | −5.2% | +5.1% | −1.7% | −3.8% | +2.9% | +1.7% | −0.4% |
| 2021 | +1.7% | +1.2% | +1.0% | +0.9% | +1.2% | +1.5% | −0.3% | +0.8% | +0.6% | −0.4% | −1.1% | +1.4% |
| 2020 | −0.4% | −2.2% | −17.1% | +5.1% | +7.5% | +2.1% | +3.9% | +2.7% | −0.4% | +0.1% | +4.8% | +2.5% |
| 2019 | — | — | — | — | — | — | — | — | +0.8% | +0.3% | −0.2% | +2.1% |
SHOIX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 4.02%
- 3-year Sharpe ratio: 1.39 (vs 4.5% risk-free rate)
- Best month: +4.17% (Nov 2023)
- Worst month: −1.28% (Oct 2023)
SHOIX Fund Flows
Monthly money in and out of American Beacon SiM High Yield Opportunities Fund, from SEC Form N-PORT.
- 12-month net flow: $477.7M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 1.76×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $104.2M | $43.9M | $60.3M |
| Apr 2026 | $180.2M | $48.9M | $131.3M |
| Mar 2026 | $78.9M | $87.6M | −$8.8M |
| Feb 2026 | $106.2M | $42.4M | $63.8M |
| Jan 2026 | $114.0M | $53.5M | $60.6M |
| Dec 2025 | $81.6M | $47.4M | $34.2M |
| Nov 2025 | $59.5M | $33.8M | $25.7M |
| Oct 2025 | $74.2M | $40.0M | $34.2M |
| Sep 2025 | $72.2M | $44.1M | $28.2M |
| Aug 2025 | $74.4M | $57.6M | $16.8M |
| Jul 2025 | $72.2M | $75.5M | −$3.2M |
| Jun 2025 | $87.6M | $53.0M | $34.6M |
SHOIX Assets Under Management
Net assets of American Beacon SiM High Yield Opportunities Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-08-31 | $2.51B |
| 2026-05-31 | $2.39B |
| 2026-02-28 | $2.21B |
| 2025-11-30 | $2.05B |
| 2025-08-31 | $1.95B |
| 2025-05-31 | $1.84B |
| 2025-02-28 | $1.99B |
| 2024-11-30 | $1.76B |
| 2024-08-31 | $1.63B |
| 2024-05-31 | $1.49B |
| 2024-02-29 | $1.47B |
| 2023-11-30 | $1.33B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.