Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVFIX (AMERICAN BEACON SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 22.27% | 40.34% | 17.01% | 14.88% | 13.54% | 12.53% | 10.27% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVFIX (AMERICAN BEACON SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 12/20/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 40.34 | 17.01 | 14.88 | 13.54 | 12.53 | 10.27 | … | … | 22.27 | 4.91 | 7.48 | 16.77 | 9.26 | 44.79 | 4.05 | 23.52 | -15.78 | 8.74 | 26.70 | -4.97 | 4.79 | 40.25 | 16.55 | -4.04 | 26.19 | 35.38 | -31.94 | -6.15 | 14.68 | 5.79 | 23.51 | 47.24 | -9.16 | 19.57 | 17.05 | 3.50 |
| Sharpe Ratio | NA | 1.93 | 0.66 | 0.51 | 0.47 | NA | NA | … | … | 2.96 | 0.09 | 0.20 | 0.66 | 0.26 | 1.71 | 0.08 | 1.27 | -0.98 | 0.63 | 1.46 | -0.31 | 0.33 | 2.80 | 0.97 | -0.13 | 1.12 | 0.98 | -0.75 | -0.48 | 0.81 | 0.26 | 1.61 | 2.89 | -0.46 | 0.81 | 0.71 | 11.43 |
| Standard Deviation(%) | NA | 18.51 | 20.83 | 23.82 | 25.28 | NA | NA | … | … | 18.36 | 23.86 | 19.23 | 20.08 | 30.43 | 26.24 | 48.50 | 17.37 | 17.56 | 12.96 | 18.15 | 16.04 | 14.59 | 14.37 | 17.14 | 31.79 | 23.31 | 36.05 | 43.50 | 19.27 | 13.97 | 13.51 | 13.99 | 16.11 | 22.47 | 21.64 | 18.15 | 16.76 |
| Draw Down(%) | NA | 9.17 | 28.94 | 28.94 | 49.78 | NA | NA | … | … | 9.17 | 25.24 | 9.88 | 15.45 | 21.10 | 12.14 | 47.66 | 13.27 | 27.37 | 7.93 | 12.87 | 14.10 | 12.85 | 6.75 | 14.50 | 30.03 | 20.62 | 34.64 | 50.35 | 18.78 | 12.26 | 9.63 | 9.66 | 14.07 | 33.31 | 19.43 | 9.14 | 1.40 |
| Yield(%) | 0.00 | 11.11 | 8.67 | 12.51 | 11.33 | 11.75 | 9.38 | … | … | 0.00 | 10.19 | 8.61 | 5.48 | 26.00 | 26.50 | 0.91 | 2.21 | 10.91 | 9.51 | 3.82 | 5.42 | 12.57 | 11.82 | 4.41 | 0.42 | 0.55 | 0.78 | 1.17 | 12.41 | 8.46 | 5.17 | 4.91 | 0.00 | 0.00 | 0.00 | 2.09 | 0.49 |
Data as of 06/04/2026, Common starting date is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVFIX (AMERICAN BEACON SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-18.69%
Feb 2006 – Feb 2009 |
-6.87%
Feb 2004 – Feb 2009 |
4.63%
Mar 2010 – Mar 2020 |
4.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVFIX (AMERICAN BEACON SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
39.67%
Mar 2020 – Mar 2023 |
28.13%
Feb 2009 – Feb 2014 |
16.65%
Feb 2009 – Feb 2019 |
16.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart