Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVPAX (AMERICAN BEACON SMALL CAP VALUE FUND INVESTOR CLASS) | -2.99% | 4.90% | 9.15% | 14.91% | 6.68% | 9.89% | 7.27% | 9.55% |
Data as of 07/01/2025, AR inception is 12/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVPAX (AMERICAN BEACON SMALL CAP VALUE FUND INVESTOR CLASS) | 12/20/1999 | 07/01/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.80 | 4.90 | 9.15 | 14.91 | 6.68 | 9.89 | 7.27 | 9.55 | -2.99 | 7.12 | 16.38 | -8.31 | 27.89 | 3.70 | 23.07 | -16.05 | 8.42 | 26.32 | -5.30 | 4.40 | 39.82 | 16.11 | -4.40 | 25.79 | 34.95 | -32.13 | -6.35 | 14.39 | 5.51 | 23.19 | 47.07 | -10.05 | 19.08 | 17.09 | 3.47 |
| Sharpe Ratio | NA | -0.01 | 0.19 | 0.56 | 0.20 | NA | NA | 0.34 | -0.45 | 0.18 | 0.64 | -0.37 | 1.23 | 0.07 | 1.25 | -1.00 | 0.60 | 1.44 | -0.33 | 0.30 | 2.76 | 0.94 | -0.14 | 1.10 | 0.97 | -0.76 | -0.49 | 0.79 | 0.24 | 1.59 | 2.88 | -0.50 | 0.78 | 0.69 | 11.22 |
| Standard Deviation(%) | NA | 24.88 | 22.30 | 23.30 | 24.47 | NA | NA | 23.49 | 28.13 | 19.21 | 20.09 | 26.24 | 22.71 | 48.48 | 17.35 | 17.55 | 12.97 | 18.16 | 16.07 | 14.59 | 14.40 | 17.14 | 31.83 | 23.38 | 36.07 | 43.50 | 19.27 | 13.97 | 13.49 | 13.99 | 16.09 | 22.50 | 21.68 | 18.70 | 16.86 |
| Draw Down(%) | NA | 29.02 | 29.02 | 29.02 | 50.02 | NA | NA | 61.55 | 25.28 | 9.89 | 15.52 | 21.30 | 12.15 | 47.66 | 13.33 | 27.44 | 8.06 | 12.88 | 14.14 | 12.95 | 6.76 | 14.58 | 30.16 | 20.59 | 34.58 | 50.41 | 18.89 | 12.28 | 9.65 | 9.70 | 14.09 | 33.38 | 19.51 | 9.40 | 1.42 |
| Yield(%) | 0.00 | 8.78 | 10.11 | 12.28 | 7.33 | 11.03 | 7.50 | 14.01 | 0.00 | 8.74 | 5.38 | 14.05 | 13.88 | 0.64 | 1.90 | 10.98 | 9.52 | 3.59 | 5.22 | 12.51 | 11.69 | 4.06 | 0.03 | 0.55 | 0.39 | 0.93 | 12.39 | 8.36 | 5.03 | 4.92 | 0.00 | 0.00 | 0.00 | 2.02 | 0.24 |
Data as of 07/01/2025, AR inception is 12/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPAX (AMERICAN BEACON SMALL CAP VALUE FUND INVESTOR CLASS) |
-18.90%
Feb 2006 - Feb 2009 |
-7.10%
Feb 2004 - Feb 2009 |
4.28%
Mar 2010 - Mar 2020 |
3.93%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVPAX (AMERICAN BEACON SMALL CAP VALUE FUND INVESTOR CLASS) |
32.19%
Feb 2009 - Feb 2012 |
27.69%
Feb 2009 - Feb 2014 |
16.27%
Feb 2009 - Feb 2019 |
13.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart