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American Beacon AHL TargetRisk Y (AHTYX)

11.45 -0.02 (-0.17%)
At close: June 14 at 8:00 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by allocating all or substantially all of its assets across equities, bonds, interest rates, corporate credit, and commodities primarily through derivative instruments. It invests primarily in futures (including equity index futures, interest rate futures, bond futures and government bond futures, such as treasury futures), swaps (including commodity swaps, credit default swaps, currency swaps, interest rate swaps, and total return swaps) and forward contracts, but also may invest in other types of derivative instruments. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.06%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return 8.53%
5y Average Return 6.22%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AHTYXCategory AverageAHTYXCategory AverageAHTYXCategory Average
Alpha 2.7 -0.02 1.55 -0.01 -- -0.02
BETA 0.82 0.01 0.65 0.01 -- 0.01
Mean Annual Return 0.4 0.01 0.58 0.01 -- 0
R-squared 80.28 0.76 65.25 0.73 -- 0.73
Standard Deviation 11.37 0.13 9.98 0.11 -- 0.09
Sharpe Ratio 0.13 0.01 0.47 0.01 -- 0.01
Treynor Ratio 1.12 0.08 6.77 0.08 -- 0.06

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