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American Beacon Large Cap Value R5 (AADEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.27+0.22 (+0.81%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.36%
5-year average return10.28%
Number of years up27
Number of years down9
Best 1-yr total return (29 Apr 2024)34.93%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return34.93%
Worst 3-yr total return5.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAADEXCategory
YTD9.83%17.52%
1-month5.57%-0.87%
3-month9.83%5.51%
1-year24.59%42.88%
3-year9.91%11.93%
5-year12.24%12.07%
10-year9.31%10.95%
Last bull market48.61%23.18%
Last bear market-11.94%-17.87%

Annual total return (%) history

Year
AADEXCategory
2024
N/AN/A
2023
13.44%N/A
2022
-5.27%N/A
2021
27.98%N/A
2020
3.26%2.91%
2019
29.67%25.04%
2018
-11.99%-8.53%
2017
17.07%15.94%
2016
15.98%14.81%
2015
-6.05%-4.05%
2014
10.56%10.21%
2013
34.93%31.21%
2012
19.07%14.57%
2011
-2.34%-0.75%
2010
14.56%13.66%
2009
27.52%24.13%
2008
-39.39%-37.09%
2007
3.18%1.42%
2006
19.01%18.15%
2005
9.93%5.95%
2004
19.43%12.97%
2003
35.76%28.44%
2002
-15.89%-18.69%
2001
2.10%-4.99%
2000
11.44%7.87%
1999
-4.62%6.72%
1998
6.17%12.00%
1997
26.48%26.61%
1996
21.09%20.08%
1995
34.43%32.39%
1994
-0.97%-0.70%
1993
16.11%13.61%
1992
12.26%10.21%
1991
26.38%28.60%
1990
-5.69%-6.22%
1989
24.31%23.21%
1988
23.05%17.28%
1987
N/A0.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.83%N/AN/AN/A
20230.00%4.56%-1.60%10.25%
2022-0.64%-11.94%-5.43%14.48%
202113.75%5.79%-1.12%7.55%
2020-30.17%17.57%4.23%20.67%
201913.52%4.29%1.16%8.27%
2018-2.78%2.22%5.42%-15.99%
20173.68%2.85%4.15%5.41%
2016-0.71%1.63%5.73%8.71%
20150.56%0.68%-10.80%4.02%
20143.07%4.60%-0.48%3.05%
201311.41%5.23%4.73%9.90%
201214.53%-4.32%6.19%2.33%
20115.28%-0.97%-16.53%12.23%
20106.67%-11.85%10.60%10.16%
2009-13.44%18.56%17.35%5.89%
2008-10.23%-4.84%-9.58%-21.54%
20071.22%6.51%0.62%-4.88%
20064.71%0.28%5.86%7.07%
20050.60%2.51%5.18%1.35%
20043.33%2.59%0.62%11.98%
2003-5.48%19.92%3.15%16.11%
20024.51%-8.44%-18.63%8.03%
2001-1.42%5.71%-10.43%9.38%
2000-2.36%-0.90%6.15%8.51%
1999-1.15%12.07%-13.12%-0.90%
199811.21%-1.09%-14.03%12.28%
19970.11%14.13%9.93%0.70%
19965.44%2.70%2.91%8.67%
19959.63%7.07%8.47%5.58%
1994-4.18%2.18%3.31%-2.09%
19936.81%0.73%5.09%2.68%
19922.97%1.84%2.05%4.90%
199113.09%0.53%5.01%5.86%
1990-3.23%3.43%-13.80%9.31%
19897.88%7.59%8.60%-1.38%
19888.67%6.84%2.67%3.22%
1987-19.96%N/AN/AN/A

Rank in category (by total return)

YTD32
1-month29
3-month32
1-year28
3-year34
5-year27

Load adjusted returns

1-year24.59%
3-year9.91%
5-year12.24%
10-year9.31%