Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) | 5.77% | 16.33% | 12.65% | 2.37% | 5.06% | 6.08% | 5.31% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) | 12/27/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 16.33 | 12.65 | 2.37 | 5.06 | 6.08 | 5.31 | … | … | 5.77 | 11.31 | 10.19 | 12.08 | -16.82 | 6.70 | -6.42 | 22.12 | -8.27 | 12.26 | 12.01 | -4.39 | 8.94 | 20.59 | 13.81 | 1.45 | 11.50 | 20.25 | -25.01 | 1.84 | 13.54 | 6.23 | 12.77 | 23.80 | -11.17 | 5.33 | 10.47 | -3.97 | 8.09 | 2.33 | 5.04 | 28.32 | -0.21 |
| Sharpe Ratio | NA | 1.54 | 0.98 | -0.02 | 0.25 | NA | NA | … | … | 0.92 | 0.76 | 0.82 | 0.90 | -1.00 | 0.50 | -0.25 | 2.63 | -0.88 | 2.10 | 1.15 | -0.47 | 1.31 | 2.73 | 1.60 | 0.10 | 1.02 | 1.22 | -1.08 | -0.13 | 1.50 | 0.57 | 0.29 | 2.32 | -0.83 | 0.27 | 0.55 | -0.81 | 0.49 | -0.08 | 0.13 | 3.81 | -6.27 |
| Standard Deviation(%) | NA | 8.09 | 9.40 | 12.39 | 13.49 | NA | NA | … | … | 8.56 | 11.10 | 7.99 | 9.48 | 18.39 | 13.24 | 27.07 | 7.87 | 10.95 | 5.55 | 10.29 | 9.42 | 6.81 | 7.53 | 8.67 | 14.38 | 11.19 | 16.58 | 23.97 | 9.94 | 6.77 | 6.95 | 41.24 | 9.94 | 14.78 | 10.77 | 11.38 | 9.03 | 9.46 | 17.39 | 10.88 | 6.38 | 3.19 |
| Draw Down(%) | NA | 5.49 | 10.90 | 25.97 | 28.21 | NA | NA | … | … | 5.49 | 10.07 | 4.96 | 8.34 | 19.42 | 10.50 | 28.21 | 4.29 | 15.86 | 2.44 | 7.38 | 10.22 | 5.26 | 4.12 | 7.65 | 12.68 | 9.90 | 19.07 | 35.01 | 6.88 | 5.13 | 4.26 | 26.46 | 8.72 | 20.42 | 12.11 | 9.43 | 12.78 | 11.02 | 15.47 | 8.32 | 4.36 | 0.30 |
| Yield(%) | 0.00 | 10.35 | 8.80 | 4.64 | 5.75 | 6.46 | 5.55 | … | … | 0.00 | 11.03 | 11.60 | 2.75 | 1.48 | 2.04 | 1.81 | 11.14 | 8.82 | 8.72 | 1.94 | 6.46 | 7.87 | 8.28 | 4.67 | 2.41 | 2.51 | 3.27 | 3.60 | 8.45 | 8.06 | 7.90 | 6.00 | 2.79 | 0.00 | 4.23 | 5.78 | 9.44 | 11.80 | 4.59 | 4.12 | 8.68 | 5.46 |
Data as of 06/04/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) |
-9.94%
Feb 2006 – Feb 2009 |
-2.86%
Feb 2004 – Feb 2009 |
1.21%
Feb 1999 – Feb 2009 |
3.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AABPX (AMERICAN BEACON BALANCED FUND INVESTOR CLASS) |
19.33%
Feb 2009 – Feb 2012 |
17.10%
Feb 2009 – Feb 2014 |
11.07%
Feb 2009 – Feb 2019 |
8.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart