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American Beacon Man Lg Cp Value C (BWLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.43+0.05 (+0.21%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.05%
5-Year Average Return5.96%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)36.02%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.02%
Worst 3-Yr Total Return0.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBWLCXCategory
YTD8.56%4.44%
1-Month2.11%-4.04%
3-Month2.91%4.09%
1-Year23.82%14.37%
3-Year4.19%6.04%
5-Year8.00%9.20%
10-Year6.41%8.57%
Last Bull Market27.69%22.97%
Last Bear Market-11.03%-11.27%

Annual Total Return (%) History

Year
BWLCXCategory
2024
N/AN/A
2023
10.08%11.63%
2022
-8.73%-5.90%
2021
21.58%26.22%
2020
-4.08%2.91%
2019
23.79%25.04%
2018
-14.20%-8.53%
2017
14.57%15.94%
2016
14.92%14.81%
2015
-2.27%-4.05%
2014
12.88%10.21%
2013
36.02%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.27%N/AN/AN/A
20230.77%2.78%-2.53%9.04%
2022-2.38%-11.03%-5.58%11.30%
202111.37%5.05%-2.42%6.50%
2020-31.89%16.95%3.35%16.52%
201910.75%4.09%0.32%7.04%
2018-1.56%0.29%3.92%-16.37%
20172.10%1.08%3.41%7.36%
20161.93%2.30%3.60%6.37%
20151.54%0.02%-9.00%5.74%
20143.10%4.71%0.31%4.24%
201314.08%2.18%5.79%10.31%
2012-2.00%6.18%2.23%N/A

Rank In Category (By Total Return)

YTD36
1-Month86
3-Month72
1-Year39
3-Year84
5-Year92

Load Adjusted Returns

1-Year22.82%
3-Year4.19%
5-Year8.00%
10-Year6.41%