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American Beacon Small Cp Val Inv (AVPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.43-0.04 (-0.16%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.96%
5-year average return10.12%
Number of years up17
Number of years down7
Best 1-yr total return (19 May 2024)39.63%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return39.63%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVPAXCategory
YTD-1.36%26.79%
1-month-5.54%-1.77%
3-month2.57%4.45%
1-year15.69%71.02%
3-year3.26%9.35%
5-year7.77%12.17%
10-year7.01%9.95%
Last bull market25.10%28.07%
Last bear market-14.69%-24.24%

Annual total return (%) history

Year
AVPAXCategory
2024
N/AN/A
2023
16.29%N/A
2022
-8.06%N/A
2021
27.72%N/A
2020
3.70%4.02%
2019
23.07%21.43%
2018
-15.89%-15.46%
2017
8.34%8.54%
2016
26.36%25.99%
2015
-5.35%-6.71%
2014
4.31%3.34%
2013
39.63%36.22%
2012
16.08%16.00%
2011
-4.41%-4.45%
2010
25.67%26.17%
2009
34.94%31.32%
2008
-32.11%-32.24%
2007
-6.64%-6.08%
2006
14.39%16.27%
2005
5.51%6.40%
2004
23.19%21.14%
2003
51.28%42.38%
2002
-6.92%-10.12%
2001
27.24%15.92%
2000
19.03%18.64%
1999
N/A6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.43%N/AN/AN/A
20231.79%4.27%-1.87%11.66%
2022-0.84%-14.69%-4.37%13.66%
202119.53%2.37%-2.14%6.67%
2020-38.48%22.18%3.14%33.77%
201912.16%1.67%-1.19%9.22%
2018-2.08%6.38%2.11%-20.92%
20170.97%-0.49%4.62%3.07%
20162.38%1.10%7.37%13.69%
20153.05%-0.30%-9.64%1.96%
20141.55%2.81%-7.11%7.55%
201313.63%2.42%9.06%10.02%
201212.45%-5.90%5.35%4.12%
20118.60%-3.42%-22.94%18.26%
201010.45%-10.98%10.70%15.46%
2009-15.10%21.88%24.16%5.04%
2008-4.94%-1.83%-2.12%-25.68%
20073.30%6.07%-7.15%-8.24%
20068.89%-3.16%-0.05%8.54%
2005-2.41%4.01%3.22%0.71%
20048.08%-0.05%1.04%12.87%
2003-5.41%24.75%8.88%17.75%
200211.55%-2.96%-20.90%8.71%
20014.21%15.17%-13.25%22.21%
2000-2.04%-1.87%13.65%8.96%
199919.78%-11.38%-0.01%N/A

Rank in category (by total return)

YTD54
1-month37
3-month34
1-year49
3-year42
5-year50

Load adjusted returns

1-year15.69%
3-year3.26%
5-year7.77%
10-year7.01%