Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPWAX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND A CLASS) | 13.41% | 26.05% | 17.33% | 5.49% | 12.23% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPWAX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND A CLASS) | 02/28/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 26.05 | 17.33 | 5.49 | 12.23 | NA | NA | … | … | 13.41 | 2.31 | 6.36 | 17.38 | -38.29 | -8.43 | 23.05 | 22.53 | 1.81 | 19.06 | 9.62 | -5.11 | -3.54 | 42.28 | 0.92 |
| Sharpe Ratio | NA | 1.07 | 0.71 | 0.13 | 0.45 | NA | NA | … | … | 1.13 | -0.02 | -0.01 | 0.78 | -1.12 | -0.29 | 0.60 | 1.25 | 0.02 | 1.57 | 0.50 | -0.28 | -0.19 | 2.90 | 0.06 |
| Standard Deviation(%) | NA | 19.76 | 19.94 | 22.42 | 22.61 | NA | NA | … | … | 21.59 | 25.45 | 18.98 | 16.93 | 35.50 | 28.79 | 37.98 | 16.83 | 20.88 | 11.81 | 18.79 | 18.07 | 18.50 | 14.56 | 17.66 |
| Draw Down(%) | NA | 12.88 | 24.03 | 37.41 | 37.66 | NA | NA | … | … | 12.88 | 23.98 | 14.02 | 12.63 | 39.67 | 26.24 | 36.38 | 11.76 | 29.72 | 4.91 | 18.72 | 16.96 | 16.35 | 7.06 | 11.37 |
| Yield(%) | 0.00 | 11.80 | 8.42 | 8.53 | 12.52 | 10.48 | 7.86 | … | … | 0.00 | 11.84 | 9.17 | 1.83 | 9.51 | 22.55 | 14.15 | 13.16 | 31.75 | 4.24 | 0.99 | 4.60 | 4.22 | 5.57 | 6.41 |
Data as of 06/11/2026, Common starting date is 02/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWAX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND A CLASS) |
-2.97%
Oct 2021 – Oct 2024 |
2.39%
Sep 2018 – Sep 2023 |
5.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPWAX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND A CLASS) |
24.43%
Dec 2018 – Dec 2021 |
21.74%
Feb 2016 – Feb 2021 |
12.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart