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American Beacon Stephens Sm Cp Gr Y (SPWYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.28+0.02 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.86%
5-Year Average Return7.27%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 20, 2024)42.87%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return42.87%
Worst 3-Yr Total Return-0.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPWYXCategory
YTD7.64%12.40%
1-Month4.01%3.37%
3-Month0.62%4.88%
1-Year24.72%55.69%
3-Year-0.30%19.34%
5-Year8.87%20.72%
10-Year9.35%13.98%
Last Bull Market29.82%27.85%
Last Bear Market-19.39%-24.06%

Annual Total Return (%) History

Year
SPWYXCategory
2024
N/AN/A
2023
19.42%N/A
2022
-28.54%N/A
2021
14.23%N/A
2020
37.56%38.62%
2019
22.82%27.68%
2018
3.18%-5.76%
2017
19.40%21.50%
2016
9.97%11.20%
2015
-4.91%-2.41%
2014
-3.17%2.44%
2013
42.87%40.91%
2012
N/A13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.56%N/AN/AN/A
20236.29%5.02%-4.93%12.53%
2022-12.53%-19.39%-1.81%3.22%
20212.83%6.58%1.39%2.79%
2020-22.24%37.72%3.74%23.83%
201915.46%6.63%-5.75%5.84%
20186.77%10.65%11.15%-21.42%
20174.73%3.51%5.35%4.55%
2016-4.98%6.33%8.93%-0.09%
20153.90%1.29%-12.66%3.45%
2014-1.79%-1.02%-4.79%4.63%
201314.02%3.09%14.99%5.71%
2012-0.36%3.06%-2.26%N/A

Rank In Category (By Total Return)

YTD24
1-Month61
3-Month42
1-Year19
3-Year29
5-Year46

Load Adjusted Returns

1-Year24.72%
3-Year-0.30%
5-Year8.87%
10-Year9.35%