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AALPX: American Beacon Shrt-Trm Bd Inv (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/12/1998 |
Last Dividend Date: | 09/30/2015 |
12-Mo. Yield | 0.55% |
Expenses | 0.79% |
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Performance Analytics (As of 08/19/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/12/1998 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.0 | 0.3 | 2.4 | 2.3 | -0.5 | -0.6 | -0.9 | 1.4 | -1.6 | -0.2 | 1.6 | -1.5 | 0.2 | 0.3 | -2.8 | -3.3 | -1.8 | -0.1 | 2.0 | 0.8 | -3.2 | -0.4 |
Sharpe Ratio | NA | -0.53 | -0.88 | -0.52 | -0.6 | NA | -1.18 | -0.54 | -0.8 | -1.51 | 2.08 | -1.4 | -0.12 | 0.88 | -0.93 | -1.69 | -2.14 | -4.28 | -2.68 | -1.26 | -0.61 | -0.14 | -2.38 | -4.0 | -3.14 |
Draw Down(%) | NA | 0.8 | 2.1 | 2.6 | 4.1 | NA | 11.1 | 0.8 | 0.8 | 1.1 | 0.2 | 1.9 | 2.1 | 1.1 | 4.0 | 1.0 | 1.4 | 2.8 | 3.7 | 2.6 | 2.4 | 1.7 | 1.6 | 3.3 | 0.9 |
Standard Deviation(%) | NA | 0.9 | 0.8 | 0.9 | 1.6 | NA | 1.6 | 0.9 | 0.7 | 0.6 | 0.6 | 1.2 | 2.6 | 1.7 | 2.6 | 1.7 | 1.4 | 1.2 | 1.6 | 2.0 | 2.0 | 2.1 | 1.4 | 1.6 | 2.0 |
Treynor Ratio | NA | -0.02 | -0.04 | -0.02 | -0.03 | NA | -0.05 | -0.02 | -0.04 | -0.08 | 0.08 | -0.05 | -0.01 | 0.04 | -0.05 | -0.06 | -0.07 | -0.13 | -0.08 | -0.04 | -0.03 | -0.01 | -0.12 | -0.17 | -0.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | -0.02 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.03 | -0.03 |
Beta | NA | 0.26 | 0.19 | 0.23 | 0.38 | NA | 0.41 | 0.27 | 0.16 | 0.11 | 0.16 | 0.32 | 0.25 | 0.41 | 0.46 | 0.45 | 0.45 | 0.37 | 0.55 | 0.65 | 0.46 | 0.45 | 0.27 | 0.39 | 0.37 |
RSquared | NA | 0.23 | 0.13 | 0.15 | 0.28 | NA | 0.33 | 0.23 | 0.09 | 0.06 | 0.1 | 0.19 | 0.04 | 0.45 | 0.5 | 0.45 | 0.36 | 0.26 | 0.49 | 0.52 | 0.4 | 0.47 | 0.26 | 0.38 | 0.36 |
Yield(%) | N/A | 0.6 | 0.8 | 1.1 | 2.4 | 2.8 | N/A | 0.5 | 0.7 | 1.3 | 1.5 | 1.6 | 2.5 | 2.9 | 3.8 | 4.1 | 4.1 | 4.0 | 3.1 | 2.4 | 4.5 | 5.5 | 6.4 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | -28.4 | -59.7 | -70.0 | N/A | N/A | N/A | -33.3 | -45.5 | -15.4 | -7.1 | -36.4 | -12.0 | -26.5 | -5.6 | 0.0 | 0.0 | 24.1 | 26.1 | -46.5 | -15.7 | -13.6 | 1080.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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