Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) | -2.24% | -5.43% | -1.32% | 1.05% | 1.70% | 4.50% | 4.30% | 5.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) | 12/27/1994 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 12/27/1994.
AR inception is since 12/27/1994.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | -5.43 | -1.32 | 1.05 | 1.70 | 4.50 | 4.30 | 5.30 | -2.24 | 0.11 | 11.47 | -16.82 | 6.70 | -6.42 | 22.12 | -8.27 | 12.26 | 12.01 | -4.39 | 8.94 | 20.59 | 13.81 | 1.45 | 11.50 | 20.25 | -25.01 | 1.84 | 13.54 | 6.23 | 12.77 | 23.80 | -11.17 | 5.33 | 10.47 | -3.97 | 8.09 | 2.33 | 5.04 | 28.32 | -0.21 |
| Sharpe Ratio | NA | -0.80 | -0.42 | -0.08 | 0.00 | NA | NA | 0.24 | -0.67 | -0.55 | 0.77 | -0.99 | 0.50 | -0.24 | 2.63 | -0.88 | 2.10 | 1.15 | -0.47 | 1.31 | 2.73 | 1.60 | 0.10 | 1.02 | 1.22 | -1.08 | -0.12 | 1.52 | 0.58 | 0.29 | 2.32 | -0.83 | 0.28 | 0.56 | -0.80 | 0.50 | -0.07 | 0.14 | 3.83 | -6.27 |
| Standard Deviation(%) | NA | 14.02 | 14.12 | 15.33 | 13.92 | NA | NA | 14.53 | 15.60 | 11.78 | 9.46 | 18.39 | 13.24 | 27.07 | 7.87 | 10.95 | 5.55 | 10.29 | 9.42 | 6.81 | 7.53 | 8.67 | 14.38 | 11.19 | 16.58 | 23.97 | 9.94 | 6.77 | 6.95 | 41.24 | 9.94 | 14.78 | 10.77 | 11.38 | 9.03 | 9.46 | 17.39 | 10.88 | 6.38 | 3.19 |
| Draw Down(%) | NA | 19.53 | 19.53 | 25.97 | 28.21 | NA | NA | 41.29 | 10.60 | 12.92 | 8.34 | 19.42 | 10.50 | 28.21 | 4.29 | 15.86 | 2.44 | 7.38 | 10.22 | 5.26 | 4.12 | 7.65 | 12.68 | 9.90 | 19.07 | 35.01 | 6.88 | 5.13 | 4.26 | 26.46 | 8.72 | 20.42 | 12.11 | 9.43 | 12.78 | 11.02 | 15.47 | 8.32 | 4.36 | 0.30 |
| Yield(%) | 0.00 | 1.20 | 1.60 | 1.84 | 4.14 | 5.47 | 5.13 | 5.98 | 0.00 | 1.76 | 2.16 | 1.48 | 2.04 | 1.81 | 11.14 | 8.82 | 8.72 | 1.94 | 6.46 | 7.87 | 8.28 | 4.67 | 2.41 | 2.51 | 3.27 | 3.60 | 8.45 | 8.06 | 7.90 | 6.00 | 2.79 | 0.00 | 4.23 | 5.78 | 9.44 | 11.80 | 4.59 | 4.12 | 8.68 | 5.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) |
-9.94%
Feb 2006 - Feb 2009 |
-2.86%
Feb 2004 - Feb 2009 |
1.21%
Feb 1999 - Feb 2009 |
3.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) |
19.33%
Feb 2009 - Feb 2012 |
17.10%
Feb 2009 - Feb 2014 |
11.07%
Feb 2009 - Feb 2019 |
8.28%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart