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American Beacon Stephens Sm Cp Gr C (SPWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.26+0.01 (+0.11%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.35%
5-year average return5.91%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)41.17%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return41.17%
Worst 3-yr total return-2.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPWCXCategory
YTD7.17%12.40%
1-month3.86%3.37%
3-month0.32%4.88%
1-year23.44%55.69%
3-year-1.73%19.34%
5-year7.48%20.72%
10-year8.10%13.98%
Last bull market29.25%27.85%
Last bear market-19.64%-24.06%

Annual total return (%) history

Year
SPWCXCategory
2024
N/AN/A
2023
18.22%N/A
2022
-32.40%N/A
2021
16.85%N/A
2020
36.16%38.62%
2019
21.56%27.68%
2018
2.19%-5.76%
2017
18.19%21.50%
2016
8.80%11.20%
2015
-5.89%-2.41%
2014
-4.20%2.44%
2013
41.17%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.33%N/AN/AN/A
20236.07%4.73%-5.23%12.30%
2022-16.54%-19.64%-2.12%2.99%
20212.60%6.33%1.38%5.65%
2020-22.39%37.33%3.47%23.46%
201915.12%6.45%-5.99%5.52%
20186.51%10.38%10.92%-21.64%
20174.46%3.26%5.04%4.32%
2016-5.23%6.05%8.64%-0.36%
20153.63%1.01%-12.84%3.14%
2014-2.03%-1.31%-5.05%4.36%
201313.72%2.76%14.70%5.32%
2012-0.68%2.82%-2.59%N/A

Rank in category (by total return)

YTD26
1-month62
3-month48
1-year24
3-year43
5-year72

Load adjusted returns

1-year22.44%
3-year-1.73%
5-year7.48%
10-year8.10%