Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALVAX (AMERICAN BEACON LARGE CAP VALUE FUND A CLASS) | 7.23% | -0.56% | 3.20% | 3.86% | 3.94% | 7.12% | NA | 7.17% |
Data as of 07/24/2025, AR inception is 05/19/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALVAX (AMERICAN BEACON LARGE CAP VALUE FUND A CLASS) | 05/19/2010 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | -0.56 | 3.20 | 3.86 | 3.94 | 7.12 | NA | 7.17 | 7.23 | 1.72 | 8.56 | -15.53 | 14.45 | -10.26 | 29.56 | -12.48 | 16.76 | 15.58 | -6.30 | 10.08 | 34.25 | 18.48 | -2.90 | 12.85 |
| Sharpe Ratio | NA | -0.33 | 0.05 | 0.08 | 0.10 | NA | NA | 0.31 | 0.39 | -0.31 | 0.31 | -0.68 | 0.79 | -0.24 | 2.13 | -0.84 | 1.95 | 0.91 | -0.39 | 0.88 | 3.00 | 1.33 | -0.12 | 1.11 |
| Standard Deviation(%) | NA | 20.49 | 18.61 | 20.00 | 21.05 | NA | NA | 19.56 | 20.61 | 15.60 | 14.07 | 24.94 | 18.15 | 42.70 | 13.25 | 16.43 | 8.30 | 16.96 | 16.40 | 11.43 | 11.42 | 13.98 | 24.54 | 19.17 |
| Draw Down(%) | NA | 25.69 | 25.69 | 28.20 | 41.75 | NA | NA | 41.75 | 15.07 | 16.89 | 10.72 | 19.80 | 12.38 | 41.75 | 7.59 | 23.23 | 4.04 | 13.20 | 16.00 | 9.13 | 4.88 | 12.13 | 22.27 | 8.38 |
| Yield(%) | 0.00 | 1.89 | 1.79 | 1.78 | 4.94 | 6.94 | 5.25 | 7.00 | 0.00 | 2.07 | 1.82 | 1.53 | 1.24 | 1.60 | 12.61 | 8.66 | 11.77 | 3.30 | 10.31 | 9.76 | 1.68 | 2.25 | 2.13 | 0.92 |
Data as of 07/24/2025, AR inception is 05/19/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALVAX (AMERICAN BEACON LARGE CAP VALUE FUND A CLASS) |
-4.62%
Dec 2019 - Dec 2022 |
-0.85%
Dec 2019 - Dec 2024 |
2.73%
Apr 2015 - Apr 2025 |
7.57%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALVAX (AMERICAN BEACON LARGE CAP VALUE FUND A CLASS) |
23.97%
Sep 2011 - Sep 2014 |
15.86%
Jun 2010 - Jun 2015 |
11.59%
Sep 2011 - Sep 2021 |
7.57%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart