Nasdaq - Delayed Quote USD

American Beacon Large Cap Value R6 (AALRX)

26.54
+0.21
+(0.80%)
At close: January 14 at 6:45:12 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.08%
5y Average Return 10.34%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jan 13, 2025) 29.67%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 29.67%
Worst 3Y Total Return 5.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AALRX
Category
YTD
15.24%
4.44%
1-Month
-5.93%
-4.04%
3-Month
-1.43%
4.09%
1-Year
15.24%
14.37%
3-Year
7.41%
6.04%
5-Year
10.39%
9.20%
10-Year
9.09%
8.57%
Last Bull Market
16.27%
22.97%
Last Bear Market
-11.95%
-11.27%

Annual Total Return (%) History

Year
AALRX
Category
2024
15.24%
--
2023
13.48%
11.63%
2022
-5.24%
-5.90%
2021
27.98%
26.22%
2020
3.38%
2.91%
2019
29.67%
25.04%
2018
-11.96%
-8.53%
2017
--
15.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.88% -1.52% 8.05% -1.43%
2023 0.00% 4.56% -1.56% 10.25%
2022 -0.64% -11.95% -5.39% 14.47%
2021 13.71% 5.83% -1.12% 7.55%
2020 -30.15% 17.69% 4.22% 20.66%
2019 13.53% 4.29% 1.13% 8.30%
2018 -2.78% 2.22% 5.46% -15.99%
2017 2.88% 4.15% 5.41% --

Rank in Category (By Total Return)

YTD 42
1-Month 46
3-Month 44
1-Year 42
3-Year 30
5-Year 30

Load Adjusted Returns

1-Year 15.24%
3-Year 7.41%
5-Year 10.39%
10-Year 9.09%

Performance & Risk

YTD Return 0.08%
5y Average Return 10.34%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family American Beacon
Net Assets 3.34B
YTD Return 15.24%
Yield 1.75%
Morningstar Rating
Inception Date May 31, 2005

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000® Index at the time of investment.

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