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STSGX: AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 11.83 0.12(1.02%) April 26
Asset Class: | Small Growth |
MyPlanIQ Rating: | (45%) |
Start Date: | 12/09/2005 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 12.85% |
Expenses | 1.27% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/09/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | 5.0 | 22.3 | -2.8 | 7.2 | 8.4 | 12.6 | 8.3 | 19.2 | -28.9 | 14.3 | 37.4 | 22.5 | 1.7 | 19.2 | 9.8 | -5.1 | -3.3 | 42.6 | 15.9 | 1.5 | 26.4 | 36.2 | -40.2 | 14.2 | 7.0 | -1.8 |
Sharpe Ratio | NA | 0.16 | 0.66 | -0.22 | 0.22 | 0.31 | NA | 0.31 | 0.89 | -0.95 | 0.71 | 1.0 | 1.25 | 0.02 | 1.59 | 0.51 | -0.28 | -0.18 | 2.92 | 0.93 | 0.05 | 1.24 | 1.27 | -1.04 | 0.61 | 0.21 | -2.4 |
Draw Down(%) | NA | 7.0 | 12.6 | 37.4 | 37.4 | 37.7 | NA | 56.5 | 12.6 | 32.9 | 12.0 | 36.4 | 11.8 | 29.7 | 4.9 | 18.7 | 17.0 | 16.3 | 7.1 | 11.4 | 27.5 | 16.8 | 24.3 | 52.3 | 10.9 | 17.7 | 2.6 |
Standard Deviation(%) | NA | 16.3 | 16.0 | 23.1 | 25.8 | 22.1 | NA | 23.4 | 17.0 | 31.9 | 20.1 | 36.9 | 16.9 | 20.9 | 11.8 | 18.8 | 18.1 | 18.5 | 14.6 | 17.2 | 31.7 | 21.2 | 28.5 | 39.3 | 18.5 | 17.5 | 12.7 |
Treynor Ratio | NA | 0.03 | 0.13 | -0.05 | 0.06 | 0.07 | NA | 0.08 | 0.18 | -0.32 | 0.15 | 0.39 | 0.2 | 0.0 | 0.17 | 0.09 | -0.05 | -0.03 | 0.44 | 0.16 | 0.02 | 0.3 | 0.42 | -0.46 | 0.12 | 0.04 | -0.3 |
Alpha | NA | 0.04 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.03 | 0.03 | -0.01 | 0.0 | -0.01 | -0.03 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.02 | -0.02 | -0.01 |
Beta | NA | 0.86 | 0.83 | 0.92 | 0.94 | 0.98 | NA | 0.95 | 0.84 | 0.96 | 0.93 | 0.96 | 1.04 | 1.06 | 1.08 | 1.04 | 1.09 | 1.14 | 0.98 | 0.98 | 0.97 | 0.87 | 0.86 | 0.9 | 0.97 | 1.01 | 1.02 |
RSquared | NA | 0.93 | 0.93 | 0.95 | 0.96 | 0.95 | NA | 0.95 | 0.93 | 0.98 | 0.92 | 0.97 | 0.94 | 0.95 | 0.89 | 0.95 | 0.93 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.95 | 0.95 |
Yield(%) | N/A | 0.0 | 1.7 | 9.4 | 11.5 | 10.9 | 17.8 | N/A | 1.8 | 9.3 | 22.2 | 13.9 | 13.0 | 31.5 | 4.2 | 1.0 | 4.6 | 4.2 | 5.6 | 7.3 | 8.0 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -88.2 | -42.4 | 12.4 | N/A | N/A | N/A | -88.2 | -60.9 | 91.7 | 19.3 | -71.5 | 769.2 | 364.3 | -80.3 | 1.4 | -1.4 | -15.5 | -15.2 | 560.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2005
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