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American Beacon Stephens Sm Cp Gr R5 (STSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.66+0.03 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.70%
5-year average return7.44%
Number of years up13
Number of years down4
Best 1-yr total return (27 Jun 2024)42.93%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return42.93%
Worst 3-yr total return-0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTSIXCategory
YTD7.64%12.40%
1-month4.01%3.37%
3-month0.61%4.88%
1-year24.79%55.69%
3-year-0.25%19.34%
5-year8.94%20.72%
10-year9.43%13.98%
Last bull market29.88%27.85%
Last bear market-19.35%-24.06%

Annual total return (%) history

Year
STSIXCategory
2024
N/AN/A
2023
19.51%N/A
2022
-28.50%N/A
2021
14.34%N/A
2020
37.56%38.62%
2019
22.92%27.68%
2018
3.26%-5.76%
2017
19.48%21.50%
2016
10.04%11.20%
2015
-4.74%-2.41%
2014
-3.11%2.44%
2013
42.93%40.91%
2012
16.23%13.15%
2011
1.77%-3.55%
2010
26.77%26.98%
2009
36.44%35.46%
2008
-40.05%-41.55%
2007
14.55%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
20236.27%5.01%-4.93%12.64%
2022-12.51%-19.35%-1.86%3.25%
20212.85%6.61%1.42%2.81%
2020-22.21%37.65%3.76%23.81%
201915.40%6.70%-5.70%5.85%
20186.79%10.64%11.18%-21.39%
20174.74%3.56%5.32%4.58%
2016-4.97%6.34%8.96%-0.07%
20153.92%1.31%-12.55%3.46%
2014-1.77%-1.00%-4.78%4.63%
201314.01%3.09%15.05%5.70%
201215.71%-0.36%3.13%-2.25%
201111.21%3.26%-20.62%11.64%
20106.03%-6.34%10.16%15.89%
2009-7.15%23.26%13.68%4.88%
2008-14.56%2.94%-8.56%-25.45%
20074.08%6.86%4.75%-1.67%
20066.41%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month61
3-month42
1-year19
3-year29
5-year44

Load adjusted returns

1-year24.79%
3-year-0.25%
5-year8.94%
10-year9.43%