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American Beacon Stephens Sm Cp Gr Y (SPWYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.29+0.04 (+0.28%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.93%
5-year average return7.01%
Number of years up8
Number of years down3
Best 1-yr total return (2 July 2024)42.87%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return42.87%
Worst 3-yr total return-0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPWYXCategory
YTD6.67%12.40%
1-month-0.90%3.37%
3-month-2.64%4.88%
1-year14.12%55.69%
3-year-1.74%19.34%
5-year7.37%20.72%
10-year8.47%13.98%
Last bull market29.82%27.85%
Last bear market-19.39%-24.06%

Annual total return (%) history

Year
SPWYXCategory
2024
N/AN/A
2023
19.42%N/A
2022
-28.54%N/A
2021
14.23%N/A
2020
37.56%38.62%
2019
22.82%27.68%
2018
3.18%-5.76%
2017
19.40%21.50%
2016
9.97%11.20%
2015
-4.91%-2.41%
2014
-3.17%2.44%
2013
42.87%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.56%-2.64%N/AN/A
20236.29%5.02%-4.93%12.53%
2022-12.53%-19.39%-1.81%3.22%
20212.83%6.58%1.39%2.79%
2020-22.24%37.72%3.74%23.83%
201915.46%6.63%-5.75%5.84%
20186.77%10.65%11.15%-21.42%
20174.73%3.51%5.35%4.55%
2016-4.98%6.33%8.93%-0.09%
20153.90%1.29%-12.66%3.45%
2014-1.79%-1.02%-4.79%4.63%
201314.02%3.09%14.99%5.71%
2012-0.36%3.06%-2.26%N/A

Rank in category (by total return)

YTD30
1-month71
3-month52
1-year18
3-year33
5-year46

Load adjusted returns

1-year14.12%
3-year-1.74%
5-year7.37%
10-year8.47%