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American Beacon Large Cap Value A (ALVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.84+0.40 (+1.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.91%
5-year average return12.43%
Number of years up9
Number of years down4
Best 1-yr total return (30 May 2024)34.25%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return34.25%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALVAXCategory
YTD5.25%4.44%
1-month-4.12%-4.04%
3-month4.58%4.09%
1-year17.27%14.37%
3-year6.53%6.04%
5-year9.91%9.20%
10-year8.42%8.57%
Last bull market24.29%22.97%
Last bear market-12.04%-11.27%

Annual total return (%) history

Year
ALVAXCategory
2024
N/AN/A
2023
13.05%11.63%
2022
-5.54%-5.90%
2021
27.59%26.22%
2020
2.90%2.91%
2019
29.16%25.04%
2018
-12.30%-8.53%
2017
16.68%15.94%
2016
15.55%14.81%
2015
-6.42%-4.05%
2014
10.10%10.21%
2013
34.25%31.21%
2012
18.48%14.57%
2011
-2.90%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.78%N/AN/AN/A
2023-0.10%4.44%-1.64%10.15%
2022-0.69%-12.04%-5.43%14.35%
202113.60%5.74%-1.19%7.49%
2020-30.22%17.44%4.11%20.61%
201913.41%4.22%1.04%8.16%
2018-2.88%2.15%5.31%-16.06%
20173.58%2.76%4.05%5.36%
2016-0.80%1.53%5.63%8.61%
20150.46%0.58%-10.89%3.93%
20142.97%4.47%-0.58%2.95%
201311.27%5.13%4.59%9.73%
201214.46%-4.46%6.07%2.15%
20115.17%-1.07%-16.66%11.99%
201010.44%10.00%N/AN/A

Rank in category (by total return)

YTD33
1-month52
3-month34
1-year31
3-year41
5-year35

Load adjusted returns

1-year10.53%
3-year4.45%
5-year8.62%
10-year7.78%