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American Beacon Balanced R5 (AADBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.90+0.09 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.89%
5-year average return7.65%
Number of years up29
Number of years down7
Best 1-yr total return (1 May 2024)22.55%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return22.55%
Worst 3-yr total return4.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAADBXCategory
YTD5.95%9.69%
1-month4.15%0.91%
3-month5.95%5.21%
1-year17.24%27.06%
3-year5.78%11.00%
5-year8.72%10.26%
10-year7.10%8.34%
Last bull market31.44%15.58%
Last bear market-9.45%-12.16%

Annual total return (%) history

Year
AADBXCategory
2024
N/AN/A
2023
12.34%N/A
2022
-7.50%N/A
2021
16.67%N/A
2020
6.37%11.72%
2019
22.55%19.23%
2018
-8.03%-5.76%
2017
12.50%13.21%
2016
12.52%7.34%
2015
-4.11%-1.93%
2014
9.34%6.21%
2013
20.88%16.48%
2012
14.23%11.72%
2011
1.80%-0.11%
2010
11.85%11.83%
2009
20.75%24.13%
2008
-24.88%-28.00%
2007
2.05%5.99%
2006
13.85%11.29%
2005
6.53%5.13%
2004
13.09%8.86%
2003
24.26%20.35%
2002
-7.49%-12.02%
2001
5.59%-5.05%
2000
10.57%1.82%
1999
-3.59%10.71%
1998
8.28%13.52%
1997
19.87%19.63%
1996
13.96%13.70%
1995
28.79%25.63%
1994
-1.67%-2.52%
1993
14.82%11.37%
1992
9.30%7.73%
1991
21.58%24.89%
1990
0.59%-1.10%
1989
18.41%19.04%
1988
13.84%12.38%
1987
N/A2.33%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.95%N/AN/AN/A
20231.52%3.01%-1.54%9.10%
2022-1.65%-9.45%-5.53%9.94%
20218.51%4.35%-1.20%4.29%
2020-19.60%12.06%2.31%15.39%
201910.22%3.92%1.55%5.36%
2018-2.03%1.87%3.57%-11.03%
20172.62%2.23%3.12%3.99%
20161.08%1.48%4.38%5.10%
20151.30%-0.74%-6.40%1.90%
20142.98%3.90%-0.19%2.39%
20137.33%2.79%3.37%5.99%
20129.88%-2.40%4.83%1.61%
20113.37%0.09%-9.15%8.29%
20105.33%-6.80%7.72%5.77%
2009-8.41%12.61%13.38%3.26%
2008-5.61%-4.01%-6.73%-11.11%
20071.12%3.78%0.44%-3.18%
20062.65%-0.48%5.67%5.46%
20050.14%2.83%2.41%1.02%
20042.66%0.87%1.22%7.90%
2003-3.14%13.81%1.87%10.65%
20022.79%-4.87%-10.83%6.10%
20010.08%3.82%-4.88%6.83%
2000-0.61%-0.17%4.64%6.50%
1999-1.20%6.38%-7.71%-0.61%
19987.37%0.67%-6.35%6.97%
1997-0.29%9.96%7.04%2.13%
19962.90%1.62%2.43%6.39%
19957.83%6.78%6.50%5.02%
1994-3.80%1.35%2.07%-1.19%
19936.93%1.78%4.38%1.07%
1992-0.26%3.42%3.05%2.83%
19917.85%1.03%5.73%5.53%
1990-2.18%3.19%-7.41%7.63%
19894.21%7.28%4.90%0.97%
19885.54%4.18%1.95%1.56%
1987-8.63%N/AN/AN/A

Rank in category (by total return)

YTD32
1-month3
3-month32
1-year26
3-year18
5-year24

Load adjusted returns

1-year17.24%
3-year5.78%
5-year8.72%
10-year7.10%