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STMGX: AMERICAN BEACON STEPHENS MID-CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 33.28 0.29(0.88%) June 30
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 02/07/2006 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 5.00% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/07/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | 9.5 | 18.2 | 15.2 | 10.3 | 11.0 | 13.1 | 9.7 | 7.9 | 25.2 | -30.7 | 4.3 | 37.8 | 31.3 | 1.7 | 28.0 | 6.4 | -1.6 | 3.0 | 32.7 | 14.8 | 2.5 | 27.9 | 39.9 | -45.7 | 24.4 | -0.4 |
| Sharpe Ratio | NA | 0.57 | 0.63 | 0.6 | 0.38 | 0.46 | NA | 0.39 | 0.09 | 1.38 | -1.04 | 0.23 | 1.1 | 1.92 | 0.02 | 2.8 | 0.36 | -0.1 | 0.2 | 2.53 | 0.97 | 0.09 | 1.45 | 1.52 | -1.1 | 1.24 | -0.23 |
| Draw Down(%) | NA | 21.9 | 22.5 | 22.5 | 36.6 | 36.6 | NA | 57.6 | 11.5 | 12.0 | 34.1 | 11.8 | 33.8 | 9.0 | 23.9 | 4.2 | 17.5 | 14.8 | 11.0 | 5.7 | 11.5 | 21.8 | 12.6 | 17.5 | 55.4 | 10.1 | 17.9 |
| Standard Deviation(%) | NA | 27.1 | 21.9 | 19.9 | 21.2 | 21.1 | NA | 21.9 | 15.1 | 15.3 | 31.0 | 18.8 | 34.1 | 15.6 | 20.3 | 9.8 | 17.3 | 16.2 | 15.1 | 12.9 | 15.4 | 26.9 | 19.2 | 26.2 | 42.1 | 17.3 | 16.4 |
| Treynor Ratio | NA | 0.16 | 0.14 | 0.13 | 0.08 | 0.1 | NA | 0.09 | 0.01 | 0.24 | -0.34 | 0.05 | 0.4 | 0.27 | 0.0 | 0.25 | 0.06 | -0.02 | 0.03 | 0.35 | 0.16 | 0.03 | 0.33 | 0.46 | -0.52 | 0.22 | -0.03 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.03 | 0.02 | -0.02 | -0.05 | 0.02 | -0.02 | 0.03 | 0.01 | 0.0 | 0.0 | -0.04 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | -0.02 | 0.03 | -0.04 |
| Beta | NA | 0.99 | 0.97 | 0.94 | 0.95 | 0.97 | NA | 0.94 | 0.9 | 0.88 | 0.95 | 0.94 | 0.95 | 1.09 | 1.1 | 1.11 | 1.05 | 1.0 | 1.07 | 0.94 | 0.93 | 0.94 | 0.85 | 0.87 | 0.89 | 0.97 | 1.09 |
| RSquared | NA | 0.96 | 0.95 | 0.95 | 0.96 | 0.96 | NA | 0.94 | 0.82 | 0.93 | 0.97 | 0.84 | 0.97 | 0.95 | 0.96 | 0.87 | 0.94 | 0.95 | 0.94 | 0.93 | 0.97 | 0.98 | 0.96 | 0.98 | 0.97 | 0.93 | 0.21 |
| Yield(%) | N/A | 0.0 | 5.0 | 3.3 | 4.1 | 5.9 | 8.9 | N/A | 5.3 | 0.0 | 2.4 | 7.9 | 2.0 | 4.6 | 8.6 | 6.5 | 6.8 | 5.3 | 6.9 | 4.9 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -39.2 | -6.1 | N/A | N/A | N/A | N/A | -100.0 | -68.4 | 439.8 | -44.6 | -51.4 | 61.6 | -1.4 | 18.0 | -26.2 | 74.7 | 772.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2006
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