Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AADBX (AMERICAN BEACON BALANCED FUND INSTITUTIONAL CLASS) | 5.89% | 16.73% | 12.97% | 3.33% | 5.90% | 6.76% | 5.90% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AADBX (AMERICAN BEACON BALANCED FUND INSTITUTIONAL CLASS) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 16.73 | 12.97 | 3.33 | 5.90 | 6.76 | 5.90 | … | … | 5.89 | 11.65 | 10.54 | 12.35 | -15.02 | 8.49 | -4.50 | 22.57 | -8.11 | 12.54 | 12.54 | -4.08 | 9.34 | 20.91 | 14.25 | 1.80 | 11.86 | 20.74 | -24.90 | 2.11 | 13.81 | 6.57 | 13.11 | 24.27 | -8.54 | 5.58 | 10.62 | -3.55 | 8.38 | 20.07 | 10.12 |
| Sharpe Ratio | NA | 1.58 | 1.03 | 0.06 | 0.32 | NA | NA | … | … | 0.96 | 0.80 | 0.87 | 0.92 | -0.95 | 0.69 | -0.18 | 2.68 | -0.87 | 2.14 | 1.19 | -0.44 | 1.35 | 2.76 | 1.65 | 0.12 | 1.05 | 1.24 | -1.07 | -0.11 | 1.54 | 0.62 | 0.29 | 2.37 | -0.67 | 0.30 | 0.57 | -0.76 | 0.52 | 1.76 | 2.27 |
| Standard Deviation(%) | NA | 8.11 | 9.37 | 11.92 | 13.12 | NA | NA | … | … | 8.66 | 11.07 | 7.93 | 9.49 | 17.43 | 12.35 | 26.30 | 7.88 | 10.95 | 5.57 | 10.36 | 9.40 | 6.90 | 7.57 | 8.67 | 14.34 | 11.16 | 16.60 | 23.99 | 9.90 | 6.80 | 6.99 | 41.37 | 9.93 | 14.39 | 10.73 | 11.31 | 9.14 | 9.43 | 9.28 | 7.16 |
| Draw Down(%) | NA | 5.50 | 10.80 | 23.30 | 28.13 | NA | NA | … | … | 5.50 | 10.09 | 4.94 | 8.32 | 17.79 | 9.25 | 28.13 | 4.27 | 15.69 | 2.43 | 7.33 | 10.16 | 5.23 | 4.10 | 7.55 | 12.60 | 9.85 | 18.96 | 34.85 | 6.82 | 5.17 | 4.24 | 26.54 | 8.70 | 20.43 | 12.01 | 9.46 | 12.67 | 10.94 | 6.28 | 3.80 |
| Yield(%) | 0.00 | 8.40 | 7.44 | 4.15 | 5.43 | 6.27 | 5.50 | … | … | 0.00 | 9.01 | 9.74 | 2.49 | 1.48 | 2.02 | 1.84 | 10.03 | 8.07 | 8.10 | 2.08 | 6.13 | 7.47 | 7.93 | 4.63 | 2.51 | 2.84 | 3.29 | 3.38 | 8.13 | 7.88 | 7.67 | 5.84 | 2.90 | 0.00 | 4.40 | 5.99 | 9.73 | 12.00 | 20.80 | 12.21 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADBX (AMERICAN BEACON BALANCED FUND INSTITUTIONAL CLASS) |
-9.71%
Feb 2006 – Feb 2009 |
-2.58%
Feb 2004 – Feb 2009 |
1.76%
Feb 1999 – Feb 2009 |
4.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AADBX (AMERICAN BEACON BALANCED FUND INSTITUTIONAL CLASS) |
19.76%
Feb 2009 – Feb 2012 |
17.49%
Feb 2009 – Feb 2014 |
11.43%
Feb 2009 – Feb 2019 |
8.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart