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American Beacon Stephens Mid-Cap Gr R6 (SFMRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.88-0.01 (-0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.01%
5-Year Average Return9.33%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)40.36%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return40.36%
Worst 3-Yr Total Return0.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSFMRXCategory
YTD4.76%10.80%
1-Month2.08%4.43%
3-Month-1.84%7.00%
1-Year20.78%48.17%
3-Year1.22%21.26%
5-Year10.88%20.18%
10-Year11.07%14.07%
Last Bull Market27.77%27.14%
Last Bear Market-20.81%-21.26%

Annual Total Return (%) History

Year
SFMRXCategory
2024
N/AN/A
2023
25.56%N/A
2022
-28.04%N/A
2021
12.47%N/A
2020
40.36%39.26%
2019
31.84%32.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.14%N/AN/AN/A
202310.48%5.34%-4.95%13.51%
2022-12.54%-20.81%-3.33%7.49%
2021-0.98%8.01%-0.05%5.22%
2020-18.18%34.26%6.40%20.08%
201918.37%6.80%-3.58%8.15%

Rank In Category (By Total Return)

YTD41
1-Month53
3-Month48
1-Year38
3-Year34
5-Year35

Load Adjusted Returns

1-Year20.78%
3-Year1.22%
5-Year10.88%
10-Year11.07%