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American Beacon Stephens Mid-Cap Gr Inv (STMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.25-0.20 (-0.68%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.91%
5-year average return10.62%
Number of years up14
Number of years down3
Best 1-yr total return (2 June 2024)39.94%
Worst 1-yr total return (2 June 2024)N/A
Best 3-yr total return39.94%
Worst 3-yr total return0.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMGXCategory
YTD2.49%10.80%
1-month-6.00%4.43%
3-month2.96%7.00%
1-year18.58%48.17%
3-year-0.25%21.26%
5-year8.99%20.18%
10-year10.78%14.07%
Last bull market27.61%27.14%
Last bear market-20.89%-21.26%

Annual total return (%) history

Year
STMGXCategory
2024
N/AN/A
2023
25.22%N/A
2022
-28.28%N/A
2021
12.20%N/A
2020
39.80%39.26%
2019
31.28%32.52%
2018
1.91%-6.65%
2017
27.96%23.91%
2016
6.40%6.03%
2015
-1.63%-0.95%
2014
2.98%7.00%
2013
32.71%34.93%
2012
14.75%14.07%
2011
2.45%-3.96%
2010
27.89%24.61%
2009
39.94%39.11%
2008
-45.69%-43.77%
2007
24.44%15.09%
2006
N/A9.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.02%N/AN/AN/A
202310.36%5.28%-5.02%13.46%
2022-12.58%-20.89%-3.43%7.40%
2021-1.06%7.96%-0.12%5.16%
2020-18.26%34.11%6.31%19.97%
201918.20%6.70%-3.65%8.04%
20185.85%6.61%9.16%-17.27%
20179.39%4.85%5.31%5.94%
2016-3.54%2.69%7.48%-0.06%
20154.34%2.03%-10.53%3.29%
20140.14%2.15%-2.06%2.79%
201310.27%2.31%10.69%6.28%
201215.10%-4.95%4.52%0.35%
20117.95%1.49%-15.97%11.29%
20108.32%-6.69%11.34%13.64%
2009-0.61%13.85%16.31%6.32%
2008-13.48%3.42%-15.24%-28.39%
20075.11%8.46%8.34%0.75%
2006-6.99%-2.71%4.94%N/A

Rank in category (by total return)

YTD49
1-month39
3-month51
1-year41
3-year38
5-year44

Load adjusted returns

1-year18.58%
3-year-0.25%
5-year8.99%
10-year10.78%