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American Beacon Stephens Mid-Cap Gr Y (SMFYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.41-0.01 (-0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.96%
5-Year Average Return9.24%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)40.22%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return40.22%
Worst 3-Yr Total Return0.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSMFYXCategory
YTD4.70%10.80%
1-Month2.08%4.43%
3-Month-1.86%7.00%
1-Year20.70%48.17%
3-Year1.15%21.26%
5-Year10.79%20.18%
10-Year11.14%14.07%
Last Bull Market27.71%27.14%
Last Bear Market-20.84%-21.26%

Annual Total Return (%) History

Year
SMFYXCategory
2024
N/AN/A
2023
25.51%N/A
2022
-28.09%N/A
2021
12.41%N/A
2020
40.22%39.26%
2019
31.62%32.52%
2018
2.08%-6.65%
2017
28.27%23.91%
2016
6.67%6.03%
2015
-1.37%-0.95%
2014
3.29%7.00%
2013
32.96%34.93%
2012
N/A14.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.08%N/AN/AN/A
202310.46%5.31%-4.95%13.51%
2022-12.55%-20.84%-3.33%7.46%
2021-1.02%8.01%-0.08%5.22%
2020-18.18%34.24%6.35%20.04%
201918.35%6.73%-3.57%8.05%
20185.86%6.68%9.20%-17.22%
20179.47%4.93%5.40%5.94%
2016-3.48%2.76%7.56%-0.01%
20154.41%2.09%-10.47%3.35%
20140.19%2.19%-1.97%2.90%
201310.19%2.43%10.80%6.31%
2012-4.92%4.63%0.64%N/A

Rank In Category (By Total Return)

YTD43
1-Month53
3-Month48
1-Year39
3-Year35
5-Year37

Load Adjusted Returns

1-Year20.70%
3-Year1.15%
5-Year10.79%
10-Year11.14%