Canada markets open in 6 hours 27 minutes

American Beacon Large Cap Value Inv (AAGPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.23-0.09 (-0.37%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.98%
5-Year Average Return11.55%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Jun 3, 2024)34.46%
Worst 1 Yr Total Return (Jun 3, 2024)N/A
Best 3-Yr Total Return34.46%
Worst 3-Yr Total Return5.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAAGPXCategory
YTD5.26%4.44%
1-Month-4.14%-4.04%
3-Month4.56%4.09%
1-Year17.28%14.37%
3-Year6.50%6.04%
5-Year9.92%9.20%
10-Year8.44%8.57%
Last Bull Market24.27%22.97%
Last Bear Market-12.01%-11.27%

Annual Total Return (%) History

Year
AAGPXCategory
2024
N/AN/A
2023
13.07%11.63%
2022
-5.56%-5.90%
2021
27.54%26.22%
2020
2.94%2.91%
2019
29.18%25.04%
2018
-12.26%-8.53%
2017
16.70%15.94%
2016
15.60%14.81%
2015
-6.38%-4.05%
2014
10.19%10.21%
2013
34.46%31.21%
2012
18.68%14.57%
2011
-2.72%-0.75%
2010
14.11%13.66%
2009
27.16%24.13%
2008
-39.58%-37.09%
2007
2.95%1.42%
2006
18.71%18.15%
2005
9.67%5.95%
2004
19.12%12.97%
2003
35.35%28.44%
2002
-16.18%-18.69%
2001
1.88%-4.99%
2000
11.22%7.87%
1999
-4.99%6.72%
1998
5.88%12.00%
1997
26.08%26.61%
1996
20.74%20.08%
1995
33.69%32.39%
1994
N/A-0.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.80%N/AN/AN/A
2023-0.10%4.48%-1.64%10.13%
2022-0.72%-12.01%-5.51%14.40%
202113.66%5.71%-1.20%7.44%
2020-30.18%17.44%4.14%20.56%
201913.39%4.20%1.07%8.18%
2018-2.84%2.13%5.32%-16.04%
20173.59%2.79%4.04%5.33%
2016-0.79%1.55%5.64%8.62%
20150.48%0.60%-10.88%3.93%
20143.00%4.51%-0.57%2.96%
201311.30%5.16%4.66%9.77%
201214.51%-4.46%6.11%2.22%
20115.18%-1.03%-16.64%12.10%
20106.58%-11.94%10.51%10.02%
2009-13.50%18.52%17.26%5.78%
2008-10.32%-4.88%-9.63%-21.63%
20071.19%6.42%0.57%-4.94%
20064.61%0.24%5.79%7.01%
20050.52%2.50%5.08%1.29%
20043.27%2.51%0.58%11.88%
2003-5.51%19.76%3.12%15.99%
20024.32%-8.48%-18.68%7.96%
2001-1.47%5.63%-10.48%9.34%
2000-2.43%-1.00%6.10%8.51%
1999-1.27%11.96%-13.16%-1.02%
199811.13%-1.19%-14.11%12.27%
19970.06%13.98%9.84%0.65%
19965.41%2.60%2.82%8.58%
19959.57%6.73%8.38%5.48%
1994-2.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month53
3-Month35
1-Year30
3-Year42
5-Year35

Load Adjusted Returns

1-Year17.28%
3-Year6.50%
5-Year9.92%
10-Year8.44%