Canada markets closed

American Beacon Stephens Sm Cp Gr A (SPWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.00+0.11 (+0.93%)
At close: 05:13PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.99%
5-Year Average Return7.08%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 11, 2024)42.28%
Worst 1 Yr Total Return (Jul 11, 2024)N/A
Best 3-Yr Total Return42.28%
Worst 3-Yr Total Return-1.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPWAXCategory
YTD6.54%12.40%
1-Month-0.93%3.37%
3-Month-2.74%4.88%
1-Year13.89%55.69%
3-Year-1.95%19.34%
5-Year7.13%20.72%
10-Year8.21%13.98%
Last Bull Market29.74%27.85%
Last Bear Market-19.49%-24.06%

Annual Total Return (%) History

Year
SPWAXCategory
2024
N/AN/A
2023
19.20%N/A
2022
-28.74%N/A
2021
13.99%N/A
2020
37.25%38.62%
2019
22.48%27.68%
2018
3.03%-5.76%
2017
19.07%21.50%
2016
9.65%11.20%
2015
-5.16%-2.41%
2014
-3.52%2.44%
2013
42.28%40.91%
2012
N/A13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.54%-2.74%N/AN/A
20236.18%5.02%-5.07%12.60%
2022-12.57%-19.49%-1.87%3.16%
20212.71%6.57%1.38%2.73%
2020-22.24%37.56%3.67%23.76%
201915.26%6.62%-5.75%5.74%
20186.71%10.60%11.13%-21.44%
20174.65%3.48%5.24%4.47%
2016-5.05%6.25%8.86%-0.16%
20153.82%1.20%-12.67%3.36%
2014-1.89%-1.13%-4.87%4.56%
201313.87%3.02%14.83%5.62%
2012-0.53%3.04%-2.43%N/A

Rank In Category (By Total Return)

YTD31
1-Month72
3-Month53
1-Year20
3-Year34
5-Year49

Load Adjusted Returns

1-Year7.34%
3-Year-3.87%
5-Year5.87%
10-Year7.57%