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American Beacon Large Cap Value R6 (AALRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.85+0.07 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.01%
5-year average return11.36%
Number of years up4
Number of years down2
Best 1-yr total return (17 June 2024)29.67%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return29.67%
Worst 3-yr total return5.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAALRXCategory
YTD9.06%4.44%
1-month3.51%-4.04%
3-month4.78%4.09%
1-year26.47%14.37%
3-year7.11%6.04%
5-year12.84%9.20%
10-year9.01%8.57%
Last bull market24.48%22.97%
Last bear market-11.95%-11.27%

Annual total return (%) history

Year
AALRXCategory
2024
N/AN/A
2023
13.48%11.63%
2022
-5.24%-5.90%
2021
27.98%26.22%
2020
3.38%2.91%
2019
29.67%25.04%
2018
-11.96%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.88%N/AN/AN/A
20230.00%4.56%-1.56%10.25%
2022-0.64%-11.95%-5.39%14.47%
202113.71%5.83%-1.12%7.55%
2020-30.15%17.69%4.22%20.66%
201913.53%4.29%1.13%8.30%
2018-2.78%2.22%5.46%-15.99%
20172.88%4.15%5.41%N/A

Rank in category (by total return)

YTD26
1-month30
3-month32
1-year21
3-year36
5-year26

Load adjusted returns

1-year26.47%
3-year7.11%
5-year12.84%
10-year9.01%