Australia markets closed

American Beacon Man Lg Cp Value Inv (BWLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.72+0.09 (+0.37%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.53%
5-year average return7.29%
Number of years up7
Number of years down4
Best 1-yr total return (17 June 2024)37.28%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return37.28%
Worst 3-yr total return1.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWLIXCategory
YTD8.92%4.44%
1-month2.16%-4.04%
3-month3.09%4.09%
1-year24.80%14.37%
3-year4.99%6.04%
5-year8.83%9.20%
10-year7.23%8.57%
Last bull market28.08%22.97%
Last bear market-10.87%-11.27%

Annual total return (%) history

Year
BWLIXCategory
2024
N/AN/A
2023
10.92%11.63%
2022
-8.04%-5.90%
2021
22.51%26.22%
2020
-3.36%2.91%
2019
24.68%25.04%
2018
-13.56%-8.53%
2017
15.50%15.94%
2016
15.83%14.81%
2015
-1.51%-4.05%
2014
13.89%10.21%
2013
37.28%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.48%N/AN/AN/A
20230.95%2.95%-2.33%9.27%
2022-2.20%-10.87%-5.40%11.51%
202111.59%5.25%-2.24%6.70%
2020-31.76%17.17%3.51%16.75%
201910.93%4.29%0.50%7.25%
2018-1.37%0.43%4.09%-16.16%
20172.30%1.28%3.65%7.56%
20162.13%2.50%3.81%6.59%
20151.73%0.21%-8.82%5.95%
20143.34%4.96%0.52%4.46%
201314.36%2.43%5.99%10.57%
2012-1.79%6.36%2.34%N/A

Rank in category (by total return)

YTD29
1-month84
3-month67
1-year32
3-year76
5-year88

Load adjusted returns

1-year24.80%
3-year4.99%
5-year8.83%
10-year7.23%