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SGAAX: AMERICAN BEACON SGA GLOBAL GROWTH FUND A CLASS (MUTUAL FUND)
Basic Info 26.43 0.24(0.92%) April 23
Asset Class: | EQUITY PRECIOUS METALS |
MyPlanIQ Rating: | (12%) |
Start Date: | 12/21/2011 |
Last Dividend Date: | 12/21/2022 |
12-Mo. Yield | 2.11% |
Expenses | 1.33% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/21/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 1.1 | 16.5 | -1.7 | 8.1 | 10.2 | 10.9 | 26.6 | -26.4 | 8.4 | 30.7 | 32.2 | -3.1 | 32.6 | 4.1 | 7.7 | 1.0 | 40.0 |
Sharpe Ratio | NA | -0.48 | 0.85 | -0.21 | 0.29 | 0.5 | 0.5 | 1.63 | -1.01 | 0.5 | 1.0 | 2.54 | -0.25 | 4.05 | 0.25 | 0.49 | 0.08 | 0.31 |
Draw Down(%) | NA | 6.9 | 9.7 | 37.4 | 37.4 | 37.4 | 37.4 | 10.4 | 33.6 | 11.0 | 29.4 | 6.5 | 16.9 | 3.2 | 12.4 | 11.9 | 9.1 | 2.7 |
Standard Deviation(%) | NA | 12.8 | 12.6 | 20.0 | 21.4 | 18.1 | 19.8 | 13.9 | 27.6 | 16.8 | 30.2 | 12.1 | 17.6 | 7.9 | 15.6 | 15.5 | 11.8 | 58.5 |
Treynor Ratio | NA | -0.13 | 0.18 | -0.06 | 0.08 | 0.24 | 1.0 | 0.35 | -0.3 | 0.17 | 0.35 | 0.35 | -0.09 | 4.63 | 0.56 | 0.48 | 0.08 | -0.27 |
Alpha | NA | -0.04 | 0.04 | -0.03 | -0.01 | 0.03 | 0.05 | 0.07 | -0.14 | 0.0 | 0.05 | 0.05 | 0.07 | 0.11 | 0.01 | 0.05 | 0.01 | 0.14 |
Beta | NA | 0.49 | 0.58 | 0.77 | 0.81 | 0.37 | 0.1 | 0.64 | 0.93 | 0.49 | 0.87 | 0.88 | 0.52 | 0.07 | 0.07 | 0.16 | 0.12 | -0.67 |
RSquared | NA | 0.23 | 0.4 | 0.42 | 0.56 | 0.24 | 0.02 | 0.43 | 0.54 | 0.21 | 0.81 | 0.54 | 0.31 | 0.04 | 0.03 | 0.1 | 0.05 | 0.92 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | 3.4 | 4.6 | N/A | 0.0 | 1.9 | 7.3 | 4.1 | 0.0 | 4.1 | 4.4 | 3.9 | 1.6 | 3.0 | 2.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 51.5 | 36.3 | N/A | N/A | -100.0 | -73.7 | 118.1 | N/A | -100.0 | 20.3 | 16.4 | 150.0 | -46.3 | 57.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2011
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Top Rated Funds in EQUITY PRECIOUS METALS
Best Mutual Funds
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- IGDAX (INVESCO GOLD & PRECIOUS METALS FUND CLASS A) (70%)
- FGDAX (GOLD PORTFOLIO FIDELITY ADVISOR GOLD FUND: CLASS A) 1.34% (68%)
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- FEGIX (FIRST EAGLE GOLD FUND CLASS I) 1.01% (67%)
- FGADX (FRANKLIN GOLD & PRECIOUS METALS FUND ADVISOR CLASS) 0.20% (67%)
- BGEIX (GLOBAL GOLD FUND INVESTOR CLASS) 0.61% (66%)
- RYPMX (PRECIOUS METALS FUND INVESTOR CLASS) 1.44% (66%)
Best ETFs
- GDX (VanEck Gold Miners ETF) 1.60% (95%)
- PSAU (PowerShares Global Gold & Prec Mtls ETF) (50%)
- GLDX (USCF ETF Trust) (28%)
- PLTM (GraniteShares Platinum Trust) 1.56% (27%)
- SIL (Global X Silver Miners ETF) 2.17% (26%)
- RING (iShares MSCI Global Gold Miners ETF) 1.19% (25%)
- SLVP (iShares MSCI Global Silver and Metals Miners ETF) 2.58% (24%)
- GDXJ (VanEck Junior Gold Miners ETF) 2.41% (24%)
- GGGG (GLOBAL X PURE GOLD MINERS ETF GLOBAL X PURE GOLD MINERS ETF) (2%)