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American Beacon Large Cap Value Adv (AVASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.92+0.15 (+0.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.02%
5-year average return9.76%
Number of years up13
Number of years down5
Best 1-yr total return (17 Apr 2024)34.28%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return34.28%
Worst 3-yr total return5.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAVASXCategory
YTD9.73%17.52%
1-month5.49%-0.87%
3-month9.73%5.51%
1-year24.03%42.88%
3-year9.40%11.93%
5-year11.73%12.07%
10-year8.79%10.95%
Last bull market48.06%23.18%
Last bear market-12.06%-17.87%

Annual total return (%) history

Year
AVASXCategory
2024
N/AN/A
2023
12.87%N/A
2022
-5.71%N/A
2021
27.37%N/A
2020
2.83%2.91%
2019
29.01%25.04%
2018
-12.41%-8.53%
2017
16.54%15.94%
2016
15.43%14.81%
2015
-6.51%-4.05%
2014
10.04%10.21%
2013
34.28%31.21%
2012
18.52%14.57%
2011
-2.84%-0.75%
2010
13.98%13.66%
2009
26.89%24.13%
2008
-39.71%-37.09%
2007
2.68%1.42%
2006
18.43%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.73%N/AN/AN/A
2023-0.15%4.44%-1.68%10.07%
2022-0.77%-12.06%-5.53%14.38%
202113.58%5.70%-1.26%7.45%
2020-30.24%17.49%4.06%20.57%
201913.34%4.22%1.00%8.14%
2018-2.92%2.12%5.28%-16.08%
20173.55%2.75%4.02%5.29%
2016-0.82%1.51%5.60%8.58%
20150.44%0.56%-10.91%3.90%
20142.95%4.47%-0.60%2.93%
201311.28%5.11%4.61%9.73%
201214.46%-4.49%6.12%2.17%
20115.17%-1.09%-16.68%12.10%
20106.56%-11.97%10.46%10.00%
2009-13.58%18.47%17.24%5.71%
2008-10.37%-4.96%-9.69%-21.63%
20071.10%6.36%0.53%-5.02%
20064.58%0.14%5.76%6.93%
20054.98%1.26%N/AN/A

Rank in category (by total return)

YTD34
1-month31
3-month34
1-year30
3-year42
5-year34

Load adjusted returns

1-year24.03%
3-year9.40%
5-year11.73%
10-year8.79%